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

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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)
399
Total
Institutional Inflows
(last 12 months)
$1.60B
Number of
Institutional Sellers
(last 12 months)
190
Total
Institutional Outflows
(last 12 months)
$215.16M
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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
4/26/2024Chicago Partners Investment Group LLC462,778$27.49M1.2%+13.2%0.357%
4/26/2024Heritage Wealth Management Inc. Texas309,243$19.28M12.5%+2.9%0.238%
4/26/2024Financial Insights Inc.19,271$1.20M0.3%-12.0%0.015%
4/26/2024Claris Advisors LLC MO104,842$6.54M3.3%-1.3%0.081%
4/26/2024Oakwell Private Wealth Management LLC3,353$209K0.1%N/A0.003%
4/25/2024Mendota Financial Group LLC136,938$8.54M5.0%+342.7%0.105%
4/25/2024BCM Advisors LLC29,942$1.78M0.5%+61.7%0.023%
4/25/2024Capital Investment Advisory Services LLC10,124$631K0.1%+521.1%0.008%
4/25/2024Armor Investment Advisors LLC185,901$11.59M5.6%+10.8%0.143%
4/25/2024 Valeo Financial Advisors LLC17,808$1.06M0.0%+9.3%0.014%
4/25/2024Tilson Financial Group Inc.257,433$16.05M8.6%+15.7%0.198%
4/25/2024 Keb Asset Management LLC125,711$7.84M2.7%-1.1%0.097%
4/25/2024 IFG Advisors LLC11,131$694K0.2%-3.3%0.009%
4/25/2024 Cambridge Investment Research Advisors Inc.152,326$9.50M0.0%+24.3%0.117%
4/24/2024 Zhang Financial LLC98,190$6.12M0.5%+1.0%0.076%
4/24/2024 1900 Wealth Management LLC140,436$8.76M0.8%-1.8%0.108%
4/24/2024 Acorn Creek Capital LLC108,595$6.77M4.3%+4.8%0.084%
4/24/2024 Greenspring Advisors LLC8,448$527K0.1%N/A0.007%
4/24/2024 Archford Capital Strategies LLC50,875$3.17M0.5%N/A0.039%
4/24/2024 Spire Wealth Management132,515$8.26M0.3%+1.4%0.102%
4/24/2024 Gemmer Asset Management LLC138,616$8.64M1.0%-2.4%0.107%
4/24/2024 Midwest Heritage Bank FSB156,443$9.75M5.1%+13.3%0.121%
4/24/2024 Essex Financial Services Inc.7,107$443K0.0%+26.1%0.005%
4/23/2024 BSW Wealth Partners3,282$205K0.0%N/A0.003%
4/23/2024 Mason & Associates Inc5,592$349K0.1%N/A0.004%
4/23/2024 Fifth Third Bancorp810$50K0.0%-26.4%0.001%
4/23/2024 TrueWealth Advisors LLC7,590$473K0.2%-6.3%0.006%
4/23/2024 Raymond James Financial Services Advisors Inc.285,044$17.77M0.0%-12.2%0.220%
4/23/2024 Sutton Place Investors LLC20,668$1.29M0.6%+79.2%0.016%
4/22/2024 Confluence Wealth Services Inc.640,733$39.94M3.5%+15.8%0.494%
4/22/2024 Towneley Capital Management Inc DE123,639$7.71M1.9%-1.0%0.095%
4/22/2024 Forza Wealth Management LLC27,220$1.70M0.9%N/A0.021%
4/22/2024 Family Investment Center Inc.4,266$266K0.1%N/A0.003%
4/22/2024 Rockwood Wealth Management LLC10,175$634K0.1%+195.8%0.008%
4/22/2024 Drive Wealth Management LLC8,419$525K0.1%N/A0.006%
4/22/2024 Sollinda Capital Management LLC5,774$360K0.1%N/A0.004%
4/22/2024 Edge Financial Advisors LLC7,490$472K0.4%N/A0.006%
4/20/2024 BetterWealth LLC14,372$896K0.3%-11.3%0.011%
4/19/2024 FORVIS Wealth Advisors LLC374,928$23.37M0.6%-3.1%0.289%
4/19/2024 Retirement Guys Formula LLC34,364$2.14M1.0%-4.9%0.026%
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4/19/2024 Powers Advisory Group LLC6,258$390K0.2%+45.8%0.005%
4/19/2024 ZRC Wealth Management LLC21,321$1.33M0.7%-7.2%0.016%
4/19/2024 Spinnaker Investment Group LLC152,343$9.50M2.7%+6.1%0.117%
4/19/2024 First Trust Direct Indexing L.P.4,025$251K0.0%N/A0.003%
4/19/2024 TCP Asset Management LLC37,162$2.32M0.6%+21.6%0.029%
4/19/2024 AWM Capital LLC24,246$1.51M0.3%-2.8%0.019%
4/19/2024 Valeo Financial Advisors LLC18,030$1.12M0.0%+10.6%0.014%
4/19/2024 Altiora Financial Group LLC71,986$4.49M1.2%+4.7%0.055%
4/18/2024 Measured Wealth Private Client Group LLC12,051$751K0.3%-3.9%0.009%
4/18/2024 Narus Financial Partners LLC37,630$2.35M1.0%+8.0%0.036%
4/18/2024 Stordahl Capital Management Inc.666,496$41.55M10.4%+3.1%0.636%
4/18/2024 Morris Financial Concepts Inc.12,848$801K0.4%+129.3%0.012%
4/18/2024 Pettinga Financial Advisors LLC26,431$1.65M0.4%-30.5%0.025%
4/18/2024 Advisory Services & Investments LLC199,397$12.43M8.6%+2.0%0.190%
4/18/2024 Mayfair Advisory Group LLC14,952$932K0.7%+25.4%0.014%
4/18/2024 Ironwood Financial llc36,482$2.27M0.5%-21.8%0.035%
4/17/2024 Annapolis Financial Services LLC131,730$8.21M2.7%-26.1%0.126%
4/17/2024 Physician Wealth Advisors Inc.80,416$4.66M1.0%+2.5%0.077%
4/17/2024 Private Ocean LLC32,388$2.02M0.2%-7.9%0.031%
4/17/2024 Trinity Financial Advisors LLC98,191$6.12M2.8%+18.0%0.094%
4/17/2024 Criterion Capital Advisors LLC103,457$6.45M4.3%+6.3%0.099%
4/16/2024 Moisand Fitzgerald Tamayo LLC840,043$52.37M8.0%+2.6%0.802%
4/16/2024 Dixon Fnancial Services Inc.590,435$36.81M20.4%-0.8%0.563%
4/16/2024 Enzi Wealth142,960$8.34M3.9%-0.6%0.136%
4/16/2024 180 Wealth Advisors LLC5,479$342K0.1%N/A0.005%
4/16/2024 Hurlow Wealth Management Group Inc.237,747$14.82M5.2%+3.5%0.227%
4/16/2024 Colorado Capital Management Inc.101,155$6.31M3.7%-1.2%0.097%
4/16/2024 Wealth Enhancement Advisory Services LLC367,269$22.90M0.1%+22.7%0.350%
4/16/2024 First National Bank Sioux Falls57,991$3.62M2.0%+22.3%0.055%
4/15/2024 Wealthcare Advisory Partners LLC13,135$819K0.0%+67.5%0.013%
4/15/2024 S.A. Mason LLC6,921$431K0.3%+12.8%0.007%
4/15/2024 Aspiriant LLC119,264$7.44M0.3%-2.1%0.114%
4/15/2024 Cascade Wealth Advisors Inc135,004$7.96M6.8%N/A0.129%
4/15/2024 Sound Income Strategies LLC5,872$366K0.0%+4,876.3%0.006%
4/15/2024 Kwmg LLC419,825$26.17M2.9%+2.3%0.401%
4/15/2024 Schoolcraft Capital LLC39,094$2.44M0.6%+2.5%0.037%
4/13/2024 Evanson Asset Management LLC915,697$57.09M4.4%+2.6%0.874%
4/13/2024 Quad Cities Investment Group LLC10,844$676K0.4%+8.9%0.010%
4/12/2024 Dynamic Advisor Solutions LLC170,144$10.61M0.4%+5.6%0.162%
4/12/2024 Divergent Planning LLC146,643$9.05M3.8%N/A0.140%
4/12/2024 CGN Advisors LLC185,815$11.58M1.5%-23.1%0.177%
4/12/2024 Financial Synergies Wealth Advisors Inc.194,432$12.12M1.6%+2,037.8%0.186%
4/12/2024 Carlson Capital Management9,306$580K0.0%-96.0%0.009%
4/12/2024 AdvisorNet Financial Inc230,301$14.36M1.4%-9.4%0.220%
4/12/2024 Baker Boyer National Bank43,853$2.73M0.9%-2.3%0.042%
4/12/2024 Systelligence LLC191,921$11.96M3.1%-0.2%0.183%
4/12/2024 Northwest Investment Counselors LLC1,083$68K0.0%N/A0.001%
4/11/2024 Market Street Wealth Management Advisors LLC340,000$21.20M3.7%+3.2%0.324%
4/11/2024 West Financial Advisors LLC178,924$11.15M2.4%+0.5%0.171%
4/11/2024 Salem Investment Counselors Inc.1,039$65K0.0%+56.5%0.001%
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4/11/2024 Pioneer Wealth Management Group81,816$5.10M2.9%+10.1%0.078%
4/11/2024 Maryland Capital Advisors Inc.20,508$1.28M0.8%+1.9%0.020%
4/11/2024 RFG Advisory LLC47,928$2.99M0.1%+18.5%0.046%
4/11/2024 Soundmark Wealth Management LLC69,910$4.36M1.9%+2.0%0.067%
4/10/2024 CVA Family Office LLC2,654$165K0.0%+14,644.4%0.003%
4/10/2024 Park Avenue Securities LLC75,089$4.68M0.1%+26.6%0.072%
4/10/2024 McLean Asset Management Corp286,096$17.53M6.0%-1.7%0.273%
4/10/2024 Apella Capital LLC50,014$3.06M0.2%-11.4%0.048%
4/10/2024 Bromfield Sneider Wealth Advisors24,393$1.52M0.9%+35.3%0.023%
4/10/2024 Williams Financial LLC184,443$11.50M7.7%N/A0.176%
(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, 552 institutional investors and hedge funds held shares of Dimensional U.S. Small Cap ETF. The most heavily invested institutionals were TFO Wealth Partners LLC ($7.98B), Creative Planning ($637.98M), Northern Trust Corp ($358.54M), Index Fund Advisors Inc. ($354.74M), Alaska Permanent Fund Corp ($168.54M), Buckingham Strategic Wealth LLC ($155.88M), and Envestnet Asset Management Inc. ($138.63M).Learn more on DFAS's institutional investors.

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

Of the 495 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: Alaska Permanent Fund Corp ($5.39M), Creative Planning ($3.80M), ARK & TLK Investments LLC ($1.97M), Financial Counselors Inc. ($1.37M), Sageworth Trust Co ($967.88K), Massmutual Trust Co. FSB ADV ($964.67K), and First Command Advisory Services Inc. ($844.32K).

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

Institutional investors have bought a total of 49,677,376 shares in the last 24 months. This purchase volume represents approximately $2.68B in transactions.

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

Of the 259 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: Carlson Capital Management ($439.65K), Index Fund Advisors Inc. ($388.43K), Resource Consulting Group Inc. ($386.63K), Modera Wealth Management LLC ($230.25K), Bouchey Financial Group Ltd ($219.63K), Stokes Family Office LLC ($206.90K), and Avantax Advisory Services Inc. ($199.71K).

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

Institutional investors have sold a total of 6,097,132 shares in the last 24 months. This volume of shares sold represents approximately $329.21M in transactions.


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This page (NYSEARCA:DFAS) was last updated on 4/26/2024 by MarketBeat.com Staff

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