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

Dimensional U.S. Small Cap ETF logo
$57.96 -0.28 (-0.48%)
As of 04/30/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Number of
Institutional Buyers
(last 12 months)
529
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
250
Total
Institutional Outflows
(last 12 months)
$545.23M
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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
4/30/2025Vestia Personal Wealth Advisors75,259$4.50M3.4%+7.7%0.049%
4/30/2025Cerity Partners LLC475,668$28.42M0.1%+5.9%0.307%
4/30/2025Phillips Financial Management LLC374,665$22.39M1.7%+18.1%0.242%
4/30/2025Financial Synergies Wealth Advisors Inc.258,995$15.48M1.9%+3.4%0.167%
4/30/2025Narus Financial Partners LLC49,774$2.97M1.0%+7.2%0.032%
4/30/2025Forza Wealth Management LLC61,557$3.68M1.7%+1.3%0.040%
4/30/2025Index Fund Advisors Inc.5,850,934$349.59M21.6%-10.6%3.774%
4/30/2025Axxcess Wealth Management LLC25,395$1.52M0.0%N/A0.016%
4/30/2025Rehmann Capital Advisory Group34,492$2.06M0.1%+9.0%0.022%
4/30/2025Financial Symmetry Inc6,505$389K0.2%+4.2%0.004%
4/30/2025Peterson Wealth Advisors LLC4,212$252K0.0%N/A0.003%
4/30/2025Valeo Financial Advisors LLC17,431$1.04M0.0%+4.9%0.011%
4/30/2025Stratos Wealth Partners LTD.22,182$1.33M0.0%-2.6%0.014%
4/30/2025Stratos Wealth Advisors LLC33,720$2.02M0.1%+2.9%0.022%
4/30/2025Aurelius Family Office LLC43,206$2.58M1.3%-39.5%0.028%
4/30/2025Brown Advisory Inc.927,961$55.45M0.1%+36.7%0.599%
4/30/2025Capital Management Associates Inc15,908$951K0.2%+100.0%0.010%
4/29/2025 U.S. Capital Wealth Advisors LLC24,348$1.46M0.0%-7.7%0.016%
4/29/2025 Financial Counselors Inc.1,822,806$108.91M1.7%+5.9%1.176%
4/29/2025 Wood Tarver Financial Group LLC128,423$7.67M2.5%+8.3%0.083%
4/29/2025 Envestnet Asset Management Inc.2,447,086$146.21M0.0%+4.9%1.578%
4/29/2025 Chilton Capital Management LLC2,151$129K0.0%N/A0.001%
4/29/2025 Cloud Capital Management LLC29,392$1.76M1.2%N/A0.019%
4/29/2025 McGlone Suttner Wealth Management Inc.194,342$11.61M1.9%+1.9%0.125%
4/29/2025 Olistico Wealth LLC17,044$1.02M0.6%-2.1%0.011%
4/29/2025 Sutton Place Investors LLC31,941$1.91M1.3%+1.2%0.021%
4/29/2025 Concurrent Investment Advisors LLC16,381$979K0.0%+167.6%0.011%
4/29/2025 Discipline Wealth Solutions LLC62,205$3.72M1.8%-8.0%0.040%
4/29/2025 HM Payson & Co.28,449$1.70M0.0%-11.1%0.018%
4/29/2025 Bank of New York Mellon Corp56,319$3.37M0.0%+6.4%0.036%
4/29/2025 Jackson Thornton Wealth Management LLC308,450$17.17M2.3%+5.4%0.199%
4/29/2025 Truist Financial Corp521,696$31.17M0.0%-6.1%0.336%
4/29/2025 Capital Investment Advisory Services LLC7,880$471K0.0%+39.6%0.005%
4/29/2025 Morris Financial Concepts Inc.24,776$1.48M0.6%+14.4%0.016%
4/29/2025 Mills Wealth Advisors LLC13,046$780K0.4%+19.0%0.008%
4/29/2025 Tilson Financial Group Inc.291,868$17.44M6.9%+3.3%0.188%
4/29/2025 OneDigital Investment Advisors LLC196,217$11.72M0.1%-3.0%0.127%
4/29/2025 Baker Boyer National Bank34,990$2.09M0.8%-2.1%0.023%
4/29/2025 MBA Advisors LLC43,322$2.59M1.3%N/A0.028%
4/28/2025 North Capital Inc.3,708$222K0.2%N/A0.002%
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4/28/2025 D.A. Davidson & CO.43,193$2.58M0.0%-25.3%0.028%
4/28/2025 Resonant Capital Advisors LLC34,875$2.08M0.1%+3.8%0.022%
4/28/2025 Clune & Associates LTD.217,066$12.97M4.0%+1.4%0.140%
4/28/2025 Axis Wealth Partners LLC16,018$957K0.7%+13.7%0.010%
4/28/2025 Weaver Consulting Group8,965$536K0.2%+71.5%0.006%
4/28/2025 Private Trust Co. NA5,222$312K0.0%-22.2%0.003%
4/28/2025 Physician Wealth Advisors Inc.62,576$3.74M0.6%-18.6%0.040%
4/28/2025 BCO Wealth Management LLC12,585$752K0.6%-10.3%0.008%
4/28/2025 CarsonAllaria Wealth Management Ltd.115,023$6.87M4.0%-0.4%0.074%
4/28/2025 Redmont Wealth Advisors LLC762$46K0.1%N/A0.000%
4/28/2025 Ballentine Capital Advisors Inc115,168$6.88M3.5%+2.2%0.074%
4/28/2025 Vermillion Wealth Management Inc.105,600$6.31M1.9%+3.1%0.068%
4/28/2025 TCP Asset Management LLC44,005$2.63M0.6%+4.3%0.028%
4/28/2025 DAVENPORT & Co LLC410,669$24.54M0.1%+9.3%0.265%
4/28/2025 Sageworth Trust Co977,781$58.42M3.6%+2.9%0.631%
4/28/2025 Sageworth Trust Co of South Dakota70,304$4.20M5.0%+3.4%0.045%
4/28/2025 Red Lighthouse Investment Management LLC20,221$1.26M0.5%+61.5%0.013%
4/28/2025 Clear Creek Financial Management LLC9,698$579K0.1%N/A0.006%
4/25/2025 Mather Group LLC.43,734$2.61M0.0%+50.3%0.028%
4/25/2025 Heritage Investment Group Inc.458,691$27.41M5.2%-0.9%0.296%
4/25/2025 EnRich Financial Partners LLC248,583$14.85M5.0%-8.0%0.160%
4/25/2025 K2 Financial Inc.6,746$368K0.4%+4.2%0.004%
4/25/2025 Enzi Wealth160,665$9.29M3.8%+5.2%0.104%
4/25/2025 Yardley Wealth Management LLC107,380$6.42M3.8%-15.3%0.069%
4/25/2025 Intelligence Driven Advisers LLC14,254$852K0.2%N/A0.009%
4/25/2025 Kendall Capital Management16,050$959K0.3%N/A0.010%
4/25/2025 Sollinda Capital Management LLC8,012$479K0.1%+55.7%0.005%
4/25/2025 Financial Consulate Inc.354,649$21.19M5.3%N/A0.229%
4/25/2025 Waterfront Wealth Inc.65,834$3.93M1.0%-9.5%0.042%
4/25/2025 Avidian Wealth Enterprises LLC36,139$2.16M0.1%+0.9%0.023%
4/25/2025 Essex Financial Services Inc.10,735$641K0.0%+3.8%0.007%
4/25/2025 Grunden Financial Advisory Inc.56,874$3.40M1.7%+9.4%0.037%
4/25/2025 Root Financial Partners LLC259,222$15.49M1.7%+1,793.7%0.167%
4/25/2025 Parker Financial LLC80,013$4.78M2.3%+8.2%0.052%
4/24/2025 Golden State Wealth Management LLC729$44K0.0%N/A0.000%
4/24/2025 Confluence Wealth Services Inc.848,148$48.00M3.0%-0.3%0.547%
4/24/2025 Bordeaux Wealth Advisors LLC74,588$4.46M0.8%-10.7%0.048%
4/24/2025 Hartmann Taylor Wealth Management LLC21,307$1.27M1.1%N/A0.014%
4/24/2025 Canvas Wealth Advisors LLC9,195$514K0.1%+122.2%0.006%
4/24/2025 Transcend Capital Advisors LLC7,345$439K0.0%N/A0.005%
4/24/2025 Diversified Trust Co6,457$386K0.0%-41.4%0.004%
4/24/2025 Family Investment Center Inc.3,448$206K0.1%-16.1%0.002%
4/24/2025 Beacon Financial Advisory LLC8,764$524K0.2%-14.9%0.006%
4/24/2025 Tanager Wealth Management LLP399,852$23.89M3.1%+2.1%0.260%
4/24/2025 Stone Summit Wealth LLC6,737$403K0.1%-5.2%0.004%
4/24/2025 Tranquility Partners LLC4,488$268K0.1%+5.7%0.003%
4/23/2025 Austin Asset Management Co Inc462,145$27.61M6.0%-4.3%0.300%
4/23/2025 Allodium Investment Consultants LLC207,518$12.40M9.2%+30.6%0.135%
4/23/2025 KPP Advisory Services LLC99,747$5.96M1.1%+13.9%0.065%
4/23/2025 Goldstein Advisors LLC3,462$207K0.0%-10.9%0.002%
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4/23/2025 Western Wealth Management LLC8,006$478K0.0%+12.6%0.005%
4/23/2025 Sequoia Financial Advisors LLC475,442$28.41M0.2%-0.7%0.309%
4/23/2025 Pure Financial Advisors LLC2,658,922$158.87M3.3%+3.4%1.726%
4/23/2025 Alpha Financial Advisors LLC101,753$6.08M2.7%-11.6%0.066%
4/23/2025 Golden State Wealth Management LLC1,458$87K0.0%N/A0.001%
4/23/2025 Bessemer Group Inc.2,187$131K0.0%N/A0.001%
4/23/2025 Williams Financial LLC124,666$7.45M5.2%-34.3%0.081%
4/23/2025 Spire Wealth Management134,116$8.01M0.3%+2.9%0.087%
4/23/2025 Timonier Family Office LTD.256,025$15.30M6.8%+14.4%0.166%
4/23/2025 S.A. Mason LLC7,531$450K0.2%-3.0%0.005%
(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, 745 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 ($489.49M), Index Fund Advisors Inc. ($349.59M), Bank of America Corp DE ($336.59M), Focus Partners Wealth ($176.50M), Alaska Permanent Fund Corp ($163.93M), and Pure Financial Advisors LLC ($158.87M).Learn more on DFAS's institutional investors.

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

Of the 662 institutional investors that purchased Dimensional U.S. Small Cap ETF 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 63,177,020 shares in the last 24 months. This purchase volume represents approximately $3.78B in transactions.

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

Of the 341 institutional investors that sold Dimensional U.S. Small Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ARK & TLK Investments LLC ($1.95M), Index Fund Advisors Inc. ($973.02K), Elser Financial Planning Inc ($713.61K), Mercer Global Advisors Inc. ADV ($521.29K), Beaird Harris Wealth Management LLC ($401.83K), M Holdings Securities Inc. ($378.62K), and Resource Consulting Group Inc. ($360.10K).

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

Institutional investors have sold a total of 12,441,934 shares in the last 24 months. This volume of shares sold represents approximately $750.75M in transactions.


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This page (NYSEARCA:DFAS) was last updated on 5/1/2025 by MarketBeat.com Staff
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