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Dimensional U.S. Small Cap ETF (DFAS) Institutional Ownership

Dimensional U.S. Small Cap ETF logo
$65.87 +0.50 (+0.76%)
As of 05:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Number of
Institutional Buyers
(last 12 months)
549
Total
Institutional Inflows
(last 12 months)
$2.31B
Number of
Institutional Sellers
(last 12 months)
277
Total
Institutional Outflows
(last 12 months)
$575.17M
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DFAS Institutional Buying and Selling by Quarter

Dimensional U.S. Small Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025Trinity Financial Advisors LLC171,189$10.91M3.3%+2.4%0.107%
7/3/2025CPA Asset Management LLC65,740$4.19M1.8%+5.9%0.041%
7/3/2025Lam Group Inc.108,064$6.89M4.6%-3.7%0.068%
7/3/2025Collective Family Office LLC97,661$6.22M1.6%+155.6%0.061%
7/3/2025McLean Asset Management Corp288,869$18.88M5.0%-0.2%0.181%
7/2/2025 Helen Stephens Group LLC46,608$2.97M0.7%+62.7%0.029%
7/1/2025 First National Bank Sioux Falls129,368$8.24M3.0%-1.1%0.081%
6/3/2025Invst LLC108,185$6.46M0.9%-59.7%0.068%
6/2/2025Modern Wealth Management LLC42,355$2.53M0.1%N/A0.027%
5/30/2025Porter White Investment Advisors Inc.11,094$663K0.3%N/A0.007%
5/27/2025Jacobi Capital Management LLC24,274$1.45M0.1%+23.3%0.015%
5/21/2025Geneos Wealth Management Inc.2,854$171K0.0%-34.8%0.002%
5/20/2025Focus Partners Wealth2,678,647$160.05M0.4%-1.2%1.694%
5/20/2025Integrity Alliance LLC.7,038$421K0.0%N/A0.004%
5/19/2025Jane Street Group LLC78,280$4.68M0.0%N/A0.049%
5/19/2025Advisory Alpha LLC206,905$12.36M0.4%+29.5%0.131%
5/19/2025Trinity Financial Advisors LLC167,103$9.48M3.4%+6.3%0.106%
5/16/2025McIlrath & Eck LLC8,195$490K0.1%+123.3%0.005%
5/16/2025Signature Estate & Investment Advisors LLC11,799$705K0.0%+5.7%0.008%
5/16/2025Kestra Investment Management LLC15,620$933K0.0%+300.1%0.010%
5/16/2025Jones Financial Companies Lllp144,756$8.65M0.0%+267.4%0.093%
5/16/2025Ruggaard & Associates LLC117,112$7.00M3.1%+2.6%0.076%
5/16/2025Plancorp LLC1,400,095$83.66M3.3%-1.5%0.903%
5/16/2025Integrated Wealth Concepts LLC22,015$1.32M0.0%+7.0%0.014%
5/16/2025Investmark Advisory Group LLC82,569$4.93M2.4%+6.0%0.053%
5/16/2025Jentner Corp11,287$674K0.2%-18.3%0.007%
5/16/2025Beaird Harris Wealth Management LLC570,462$34.09M2.9%-3.2%0.368%
5/16/2025AQR Capital Management LLC35,688$2.13M0.0%+30.3%0.023%
5/15/2025EP Wealth Advisors LLC341,296$20.39M0.2%+63.0%0.220%
5/15/2025Focus Partners Advisor Solutions LLC789,762$47.19M0.7%+9.9%0.509%
5/15/2025Royal Bank of Canada838,089$50.08M0.0%+24.6%0.541%
5/15/2025Betterment LLC9,214$551K0.0%-20.3%0.006%
5/15/2025MAI Capital Management148,329$8.86M0.1%+9.1%0.096%
5/15/2025KMT Wealth Management LLC90,461$5.41M3.7%-5.2%0.058%
5/15/2025Baird Financial Group Inc.100,722$6.02M0.0%-14.2%0.065%
5/15/2025Tortoise Investment Management LLC43,247$2.58M0.3%+47.8%0.028%
5/15/2025Oarsman Capital Inc.81,285$4.86M0.9%+69,374.4%0.052%
5/14/2025BWM Planning LLC142,870$8.54M3.6%+3.8%0.092%
5/14/2025CreativeOne Wealth LLC6,778$405K0.0%N/A0.004%
5/14/2025Quadcap Wealth Management LLC35,130$2.10M0.3%-17.6%0.023%
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5/14/2025Samalin Investment Counsel LLC16,266$972K0.4%+23.5%0.010%
5/14/2025Envision Financial Planning LLC146,150$8.73M4.5%+2.7%0.094%
5/14/2025WCG Wealth Advisors LLC29,492$1.76M0.1%+1.0%0.019%
5/14/2025Hill Investment Group Partners LLC4,269$255K0.0%-93.6%0.003%
5/14/2025Comerica Bank390,478$23.33M0.1%-2.5%0.252%
5/14/2025Freedom Investment Management Inc.48,454$2.90M0.2%-3.1%0.031%
5/14/2025Synovus Financial Corp29,389$1.76M0.0%+563.0%0.019%
5/14/2025Cadence Bank5,210$311K0.0%-5.0%0.003%
5/14/2025Cedar Point Capital Partners LLC118,607$7.09M4.8%+2.5%0.077%
5/14/2025Smartleaf Asset Management LLC44,421$2.65M0.3%+4.6%0.029%
5/14/2025Northwestern Mutual Wealth Management Co.448,817$26.82M0.0%-42.2%0.289%
5/14/2025Sax Wealth Advisors LLC552,742$33.03M2.4%+2.4%0.357%
5/14/2025Kestra Advisory Services LLC111,361$6.65M0.0%+33.0%0.072%
5/14/2025Wescott Financial Advisory Group LLC160,785$9.61M1.0%+6.2%0.104%
5/14/2025Compound Planning Inc.19,406$1.16M0.1%+298.7%0.013%
5/14/2025CW Advisors LLC9,790$586K0.0%-13.8%0.006%
5/14/2025Accredited Wealth Management LLC21,880$1.31M1.1%+5.8%0.014%
5/14/2025Capital Analysts LLC10,686$638K0.0%+2,107.9%0.007%
5/14/2025JT Stratford LLC10,824$647K0.1%N/A0.007%
5/14/2025Texas Capital Bank Wealth Management Services Inc44,934$2.69M0.3%N/A0.029%
5/14/2025CWS Financial Advisors LLC10,122$605K0.2%+4.6%0.007%
5/14/2025M Holdings Securities Inc.12,642$755K0.1%N/A0.008%
5/13/2025Cladis Investment Advisory LLC9,158$547K0.4%-2.1%0.006%
5/13/2025Granite Harbor Advisors Inc.175,322$10.48M5.6%-11.3%0.113%
5/13/2025Northern Trust Corp7,974,617$476.48M0.1%+6.0%5.144%
5/13/2025Cascade Financial Partners LLC59,225$3.54M0.4%+4.2%0.038%
5/13/2025Seven Mile Advisory12,533$749K0.5%+31.1%0.008%
5/13/2025Raymond James Financial Inc.638,485$38.15M0.0%+19.0%0.412%
5/13/2025Forvis Mazars Wealth Advisors LLC317,759$18.99M0.5%-9.3%0.205%
5/13/2025American Investment Services Inc.181,199$10.83M1.9%+4.7%0.117%
5/13/2025EverSource Wealth Advisors LLC80,788$4.83M0.3%+12.8%0.052%
5/13/2025FCA Corp TX22,567$1.35M0.4%+1.8%0.015%
5/13/2025Kovitz Investment Group Partners LLC19,155$1.14M0.0%-3.0%0.012%
5/13/2025Francis Financial Inc.5,012$299K0.1%-11.0%0.003%
5/13/2025WESCAP Management Group Inc.44,712$2.67M0.7%-8.1%0.029%
5/13/2025Ariadne Wealth Management LP32,044$1.93M1.0%-15.5%0.021%
5/13/2025HighTower Advisors LLC971,997$58.08M0.1%-3.0%0.627%
5/12/2025Financial Engines Advisors L.L.C.123,934$7.41M0.0%-6.5%0.080%
5/12/2025SouthState Corp1,692$101K0.0%N/A0.001%
5/12/2025Aveo Capital Partners LLC5,093$301K0.0%-3.2%0.003%
5/12/2025Berger Financial Group Inc25,543$1.53M0.1%+16.5%0.016%
5/12/2025First Western Trust Bank59,705$3.57M0.2%-1.6%0.039%
5/12/2025Townsquare Capital LLC35,856$2.14M0.0%+62.3%0.023%
5/12/2025Savvy Advisors Inc.17,732$1.06M0.1%N/A0.011%
5/12/2025AlphaCore Capital LLC72,555$4.34M0.4%N/A0.047%
5/9/2025Keb Asset Management LLC121,321$7.25M2.1%-1.3%0.078%
5/9/2025VeraBank N.A.104,704$6.26M1.7%+7.0%0.068%
5/9/2025Chicago Partners Investment Group LLC606,403$35.85M1.2%+7.4%0.391%
5/9/2025Pinney & Scofield Inc.266,482$15.92M11.5%+4.6%0.172%
5/9/2025Navigoe LLC138,914$8.30M7.2%-16.5%0.090%
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5/9/2025Exencial Wealth Advisors LLC17,447$1.04M0.0%+2.5%0.011%
5/9/2025PrairieView Partners LLC7,812$466K0.0%-2.6%0.005%
5/9/2025Cascade Wealth Advisors Inc88,230$4.91M3.4%-35.7%0.057%
5/9/2025Bouchey Financial Group Ltd390,772$23.35M2.1%+3.3%0.252%
5/9/2025Wealthspire Advisors LLC48,745$2.91M0.0%+2.4%0.031%
5/9/2025Financial Connections Group Inc.41,701$2.49M1.1%-0.6%0.027%
5/9/2025Strategic Investment Solutions Inc. IL58,239$3.48M1.0%-5.9%0.038%
5/9/2025Earned Wealth Advisors LLC147,465$8.81M1.9%+0.2%0.095%
5/9/2025Commonwealth Equity Services LLC684,706$40.91M0.1%-8.0%0.442%
5/9/2025L & S Advisors Inc12,905$771K0.1%+6.1%0.008%
(Data available from 1/1/2016 forward)

DFAS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAS shares?

During the previous two years, 767 institutional investors and hedge funds held shares of Dimensional U.S. Small Cap ETF. The most heavily invested institutionals were Creative Planning ($727.15M), Northern Trust Corp ($476.48M), Index Fund Advisors Inc. ($349.59M), Bank of America Corp DE ($336.59M), Alaska Permanent Fund Corp ($163.93M), Focus Partners Wealth ($160.05M), and Pure Financial Advisors LLC ($158.87M).Learn more on Dimensional U.S. Small Cap ETF's institutional investors.

Which institutional investors have been buying Dimensional U.S. Small Cap ETF's stock?

Of the 678 institutional investors that purchased Dimensional U.S. Small Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Williams Financial LLC ($11.61M), Alaska Permanent Fund Corp ($2.70M), Creative Planning ($2.30M), Pure Financial Advisors LLC ($2.01M), ARK & TLK Investments LLC ($1.97M), Financial Counselors Inc. ($1.74M), and Elser Financial Planning Inc ($1.52M).

How much institutional buying is happening at Dimensional U.S. Small Cap ETF?

Institutional investors have bought a total of 37,174,313 shares in the last 24 months. This purchase volume represents approximately $2.31B in transactions.

Which of Dimensional U.S. Small Cap ETF's major shareholders have been selling company stock?

Of the 277 institutional investors that sold Dimensional U.S. Small Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ARK & TLK Investments LLC ($1.86M), Index Fund Advisors Inc. ($944.44K), Elser Financial Planning Inc ($713.61K), Mercer Global Advisors Inc. ADV ($521.29K), Beaird Harris Wealth Management LLC ($418.44K), M Holdings Securities Inc. ($372.17K), and Northwestern Mutual Wealth Management Co. ($332.42K).

How much institutional selling is happening at Dimensional U.S. Small Cap ETF?

Institutional investors have sold a total of 9,331,264 shares in the last 24 months. This volume of shares sold represents approximately $575.17M in transactions.


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This page (NYSEARCA:DFAS) was last updated on 7/3/2025 by MarketBeat.com Staff
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