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

Dimensional U.S. Small Cap ETF logo
$66.72 -0.87 (-1.29%)
Closing price 08/14/2025 04:10 PM Eastern
Extended Trading
$66.56 -0.16 (-0.23%)
As of 08/14/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
581
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
314
Total
Institutional Outflows
(last 12 months)
$518.23M
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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
8/14/2025CLG LLC56,246$3.58M1.1%-8.8%0.035%
8/14/2025Sentinel Wealth Management Inc.222,993$14.21M13.3%N/A0.137%
8/14/2025Raymond James Financial Inc.716,514$45.65M0.0%+12.2%0.442%
8/14/2025Betterment LLC9,781$623K0.0%+6.2%0.006%
8/14/2025Quantinno Capital Management LP39,665$2.53M0.0%+80.3%0.024%
8/14/2025HUB Investment Partners LLC165,649$10.55M0.4%+21.2%0.102%
8/14/2025Main Street Financial Solutions LLC72,820$4.64M0.3%-0.3%0.045%
8/14/2025Sei Investments Co.25,049$1.60M0.0%N/A0.015%
8/14/2025NewEdge Advisors LLC100,982$6.43M0.0%-11.2%0.062%
8/14/2025DecisionPoint Financial LLC373,022$24.14M6.2%+7.3%0.230%
8/14/2025Planwiser Financial LLC8,290$547K0.5%-1.8%0.005%
8/14/2025Acorn Wealth Advisors LLC5,800$370K0.1%-26.8%0.004%
8/14/2025SVB Wealth LLC6,502$414K0.0%-46.1%0.004%
8/14/2025 Cerity Partners LLC549,865$35.03M0.1%+15.6%0.339%
8/14/2025 Daner Wealth Management LLC138,221$9.15M6.3%N/A0.085%
8/13/2025 SageView Advisory Group LLC4,198$277K0.0%-12.0%0.003%
8/13/2025 Gateway Wealth Partners LLC6,580$419K0.1%-19.1%0.004%
8/13/2025 Brown Advisory Inc.911,621$58.08M0.1%-1.8%0.562%
8/13/2025 M Holdings Securities Inc.98,838$6.30M1.1%+681.8%0.061%
8/13/2025 Baird Financial Group Inc.112,064$7.14M0.0%+11.3%0.069%
8/13/2025 Parkworth Wealth Management Inc.46,687$2.97M2.1%+3.1%0.029%
8/13/2025 EverSource Wealth Advisors LLC89,836$5.72M0.3%+11.2%0.055%
8/13/2025 JT Stratford LLC13,655$870K0.1%+26.2%0.008%
8/13/2025 WCG Wealth Advisors LLC31,554$2.01M0.1%+7.0%0.019%
8/13/2025 Pinkerton Wealth LLC94,447$6.02M0.7%+14.0%0.058%
8/13/2025 Beacon Pointe Advisors LLC253,403$16.14M0.2%+3.0%0.156%
8/13/2025 ARK & TLK Investments LLC16,016$1.02M0.3%+41.5%0.010%
8/13/2025 MBM Wealth Consultants LLC6,065$386K0.1%-6.8%0.004%
8/13/2025 Smith Moore & CO.13,894$885K0.1%-6.7%0.009%
8/13/2025 Lido Advisors LLC10,483$668K0.0%+16.7%0.006%
8/13/2025 Legacy Capital Wealth Partners LLC8,282$528K0.1%N/A0.005%
8/13/2025 Meridian Wealth Partners LLC47,885$3.05M0.4%+9.1%0.030%
8/13/2025 Measured Wealth Private Client Group LLC9,510$606K0.2%-3.0%0.006%
8/13/2025 Northwestern Mutual Wealth Management Co.576,109$36.70M0.0%+28.4%0.355%
8/13/2025 Stevens Capital Partners17,572$1.13M0.4%-3.1%0.011%
8/13/2025 Mayfair Advisory Group LLC31,784$2.05M1.0%+64.8%0.020%
8/13/2025 Lauer Wealth LLC39,160$2.52M2.1%+0.5%0.024%
8/13/2025 Choreo LLC377,509$24.05M0.3%-9.3%0.233%
8/13/2025 Russell Investments Group Ltd.907$58K0.0%N/A0.001%
8/12/2025 J.W. Cole Advisors Inc.23,996$1.53M0.0%N/A0.015%
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8/12/2025 Armor Investment Advisors LLC230,280$14.67M5.5%-0.4%0.142%
8/12/2025 Financial Advocates Investment Management5,452$347K0.0%N/A0.003%
8/12/2025 Burk Holdings LLC156,649$9.98M6.2%N/A0.097%
8/12/2025 Quadcap Wealth Management LLC34,323$2.19M0.3%-2.3%0.021%
8/12/2025 CreativeOne Wealth LLC7,010$447K0.0%+3.4%0.004%
8/12/2025 Global Retirement Partners LLC3,511$224K0.0%N/A0.002%
8/12/2025 TCP Asset Management LLC45,811$2.92M0.6%+4.1%0.028%
8/12/2025 Coldstream Capital Management Inc.14,049$895K0.0%+16.8%0.009%
8/12/2025 Forum Private Client Group LLC274,017$17.46M6.7%+6.1%0.169%
8/12/2025 Legacy Financial Group Inc.42,456$2.71M0.8%-1.4%0.026%
8/12/2025 Barnes Pettey Financial Advisors LLC5,664$361K0.2%N/A0.003%
8/12/2025 Tableaux LLC9,336$595K0.0%N/A0.006%
8/12/2025 AlphaCore Capital LLC24,547$1.56M0.1%-66.2%0.015%
8/12/2025 MAI Capital Management149,123$9.50M0.1%+0.5%0.092%
8/12/2025 JPMorgan Chase & Co.229,817$14.64M0.0%+8.1%0.142%
8/12/2025 ADE LLC13,792$879K0.5%+259.4%0.009%
8/12/2025 BWM Planning LLC64,000$4.08M1.4%-55.2%0.039%
8/11/2025 VSM Wealth Advisory LLC20,449$1.30M0.4%-2.1%0.013%
8/11/2025 FineMark National Bank & Trust17,209$1.10M0.0%+14.1%0.011%
8/11/2025 Wealthspire Advisors LLC44,635$2.84M0.0%-8.4%0.027%
8/11/2025 M Wealth Management LLC37,635$2.40M2.2%-5.5%0.023%
8/11/2025 Diversified Portfolios Inc.9,777$623K0.1%+45.2%0.006%
8/11/2025 Wescott Financial Advisory Group LLC172,142$10.97M1.0%+7.1%0.106%
8/11/2025 First American Trust FSB9,950$634K0.1%N/A0.006%
8/11/2025 Root Financial Partners LLC559,179$35.63M3.4%+115.7%0.343%
8/11/2025 Mosaic Family Wealth Partners LLC6,221$396K0.1%-50.5%0.004%
8/11/2025 Pinnacle Financial Group LLC IL110,610$7.05M2.4%-3.2%0.068%
8/8/2025 Tortoise Investment Management LLC79,503$5.07M0.5%+83.8%0.049%
8/8/2025 KM Capital Management Ltd.10,134$646K0.3%-10.6%0.006%
8/8/2025 Rockefeller Capital Management L.P.92,390$5.89M0.0%+175.1%0.057%
8/8/2025 Kingsview Wealth Management LLC22,672$1.44M0.0%-26.4%0.014%
8/8/2025 Pinney & Scofield Inc.272,196$17.34M11.7%+2.1%0.167%
8/8/2025 Avantax Advisory Services Inc.215,903$13.76M0.1%+8.8%0.133%
8/8/2025 Cetera Investment Advisers310,794$19.80M0.0%+24.6%0.191%
8/8/2025 CWS Financial Advisors LLC11,386$725K0.2%+12.5%0.007%
8/8/2025 Creative Planning20,228,460$1.29B1.1%+20.3%12.425%
8/8/2025 Altiora Financial Group LLC75,308$4.80M0.9%-1.6%0.046%
8/8/2025 Foundations Investment Advisors LLC66,399$4.23M0.1%+29.9%0.041%
8/8/2025 RAM Investment Partners LLC3,470$221K0.0%-36.9%0.002%
8/8/2025 L & S Advisors Inc14,997$955K0.1%+16.2%0.009%
8/8/2025 Your Advocates Ltd. LLP320,429$20.42M7.3%+6.6%0.197%
8/8/2025 WASHINGTON TRUST Co6,825$435K0.0%+6.5%0.004%
8/8/2025 First Western Trust Bank59,032$3.76M0.2%-1.1%0.036%
8/8/2025 Smithfield Trust Co5,805$371K0.0%+20.9%0.004%
8/8/2025 PNC Financial Services Group Inc.25,989$1.66M0.0%+32.1%0.016%
8/8/2025 Kelleher Financial Advisors48,818$3.11M1.1%+2.4%0.030%
8/8/2025 Bouchey Financial Group Ltd394,009$25.10M2.1%+0.8%0.242%
8/8/2025 Advyzon Investment Management LLC3,878$247K0.1%N/A0.002%
8/8/2025 VeraBank N.A.118,638$7.56M1.5%+13.3%0.073%
8/7/2025 Cascade Financial Partners LLC56,656$3.61M0.4%-4.3%0.035%
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8/7/2025 Birchcreek Wealth Management LLC60,192$3.84M2.2%+13.8%0.037%
8/7/2025 Timonier Family Office LTD.274,361$17.48M6.5%+7.2%0.169%
8/7/2025 Samalin Investment Counsel LLC18,440$1.18M0.4%+13.4%0.011%
8/7/2025 Vise Technologies Inc.5,900$376K0.0%N/A0.004%
8/7/2025 Allworth Financial LP168,937$10.76M0.1%-1.9%0.104%
8/7/2025 Tillman Hartley LLC324,881$20.70M5.8%-9.9%0.200%
8/7/2025 TFO Wealth Partners LLC119,582$7.62M1.3%-3.3%0.073%
8/7/2025 PFG Advisors58,470$3.73M0.1%+9.1%0.036%
8/7/2025 Midwest Trust Co1,873,337$119.35M1.7%N/A1.151%
8/7/2025 Efficient Advisors LLC102,289$6.52M0.4%+13.0%0.063%
(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, 799 institutional investors and hedge funds held shares of Dimensional U.S. Small Cap ETF. The most heavily invested institutionals were Creative Planning ($1.29B), Northern Trust Corp ($476.48M), Index Fund Advisors Inc. ($371.17M), Bank of America Corp DE ($336.59M), Pure Financial Advisors LLC ($177.68M), Alaska Permanent Fund Corp ($163.93M), and Focus Partners Wealth ($160.05M).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 707 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), Creative Planning ($4.93M), Elser Financial Planning Inc ($2.12M), Pure Financial Advisors LLC ($2.01M), ARK & TLK Investments LLC ($1.97M), Midwest Trust Co ($1.87M), and Financial Counselors Inc. ($1.74M).

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

Institutional investors have bought a total of 34,396,743 shares in the last 24 months. This purchase volume represents approximately $2.19B in transactions.

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

Of the 314 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: Index Fund Advisors Inc. ($893.75K), Elser Financial Planning Inc ($713.61K), Divergent Planning LLC ($564.61K), Mercer Global Advisors Inc. ADV ($496.65K), M Holdings Securities Inc. ($372.17K), Northwestern Mutual Wealth Management Co. ($332.42K), and Thrivent Financial for Lutherans ($309.54K).

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

Institutional investors have sold a total of 8,275,764 shares in the last 24 months. This volume of shares sold represents approximately $518.23M in transactions.


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This page (NYSEARCA:DFAS) was last updated on 8/15/2025 by MarketBeat.com Staff
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