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

Dimensional U.S. Small Cap ETF logo
$82.05 +0.49 (+0.60%)
As of 04:10 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)
557
Total
Institutional Inflows
(last 12 months)
$1.71B
Number of
Institutional Sellers
(last 12 months)
305
Total
Institutional Outflows
(last 12 months)
$413.18M
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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
9/2/2026 Range Advisory LLC9,768$804K0.1%+183.2%0.005%
8/27/2026 Corient Private Wealth LP493,378$40.63M0.1%-17.0%0.262%
8/25/2026 Financial Insights Inc.15,169$1.25M0.3%-5.1%0.008%
8/23/2026 Tanager Wealth Management LLP366,497$30.18M2.6%-5.9%0.194%
8/23/2026 Washington Trust Advisors Inc.19,251$1.59M0.1%+13.6%0.010%
8/23/2026 Ameritas Advisory Services LLC9,826$809K0.0%+190.9%0.005%
8/23/2026 Wedmont Private Capital9,857$800K0.0%+19.3%0.005%
8/23/2026 Morling Financial Advisors LLC303$25K0.0%N/A0.000%
8/23/2026 Andrews Lucia Wealth Management LLC100,412$8.27M4.3%+0.3%0.053%
8/23/2026 Bayshore Asset Management LLC75,263$6.20M2.1%-1.6%0.040%
8/23/2026 Midwest Heritage Bank FSB199,457$16.42M4.7%+0.8%0.106%
8/23/2026 Operose Advisors LLC2,965$244K0.0%-8.1%0.002%
8/23/2026 HB Wealth Management LLC5,884$485K0.0%-35.8%0.003%
8/23/2026 Semitam Bonam LLC16,269$1.34M1.0%+3.6%0.009%
8/23/2026 Angeles Wealth Management LLC5,507$453K0.0%+2.5%0.003%
8/22/2026 Noble Wealth Partners LLC28,357$2.34M2.0%N/A0.015%
8/22/2026 Tenet Wealth Partners LLC30,567$2.48M1.8%N/A0.016%
8/22/2026 SeedSafe Financial LLC96,633$7.95M5.6%N/A0.051%
8/22/2026 Highland Investment Advisors LLC1,624$134K0.1%N/A0.001%
8/22/2026 K2 Financial Inc.5,797$474K0.3%-10.9%0.003%
8/22/2026 Tassel Capital Management Inc.250,557$20.63M9.8%-7.6%0.133%
8/22/2026 Concurrent Investment Advisors LLC61,310$5.05M0.0%+8.3%0.033%
8/21/2026 Mason & Associates Inc45,766$3.77M0.6%-1.6%0.024%
8/21/2026 WorthPointe LLC146,985$12.10M2.9%-1.9%0.078%
8/21/2026 Greenspring Advisors LLC52,888$4.36M0.2%-1.8%0.028%
8/21/2026 Continuum Advisory LLC2,738$225K0.0%N/A0.001%
8/21/2026 MBA Advisors LLC118,728$9.78M3.2%+17.4%0.063%
8/21/2026 Beacon Financial Advisory LLC5,828$480K0.1%-3.7%0.003%
8/21/2026 Triumph Capital Management32,426$2.67M0.5%+6.2%0.017%
8/20/2026 Rehmann Capital Advisory Group127,129$10.47M0.4%+301.2%0.067%
8/15/2026 First Bancorp Inc ME205,995$16.96M6.7%N/A0.109%
8/7/2026 Trust Co. of Vermont1,165$96K0.0%N/A0.001%
7/12/2026 First Community Trust NA1,068$88K0.0%+42.4%0.001%
7/10/2026 DiNuzzo Private Wealth Inc.719,169$59.22M5.9%-2.2%0.389%
7/10/2026 Canvas Wealth Advisors LLC13,535$1.11M0.2%+124.9%0.007%
7/10/2026 Lam Group Inc.101,138$8.33M4.1%-0.1%0.055%
7/10/2026 Spinnaker Investment Group LLC192,134$15.82M2.5%+12.8%0.104%
7/10/2026 SMI Advisory Services LLC83,541$6.83M1.1%+7.2%0.045%
7/10/2026 Mendota Financial Group LLC183,808$15.14M9.4%+10.1%0.099%
7/10/2026 Wealthcare Advisory Partners LLC14,306$1.18M0.0%-29.0%0.008%
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7/9/2026 Asset Advisory Group Inc.19,696$1.62M0.7%+75.2%0.011%
7/9/2026 CPA Asset Management Group LLC73,854$6.08M1.8%-21.6%0.040%
7/9/2026 DiPaolo Financial Group Inc.64,953$5.35M3.5%+3.5%0.035%
7/9/2026 Pettinga Financial Advisors LLC32,465$2.67M0.4%-0.9%0.018%
7/9/2026 Great Waters Wealth Management1,150,130$94.70M8.8%+4.9%0.621%
7/9/2026 Everhart Financial Group Inc.2,702$222K0.0%N/A0.001%
7/9/2026 Sax Wealth Advisors LLC603,275$49.67M1.8%+10.1%0.326%
7/9/2026 West Financial Advisors LLC224,344$18.47M2.8%+5.1%0.121%
7/9/2026 Valeo Financial Advisors LLC43,996$3.62M0.1%+235.8%0.024%
7/8/2026 Beaird Harris Wealth Management LLC505,291$41.61M2.6%-4.6%0.268%
7/8/2026 Colorado Capital Management Inc.138,520$11.41M3.9%-2.8%0.075%
7/8/2026 Sprinkle Financial Consultants LLC42,847$3.53M1.4%+2.2%0.023%
7/8/2026 Trust Point Inc.2,722$224K0.0%-21.6%0.001%
7/8/2026 Strategic Investment Solutions Inc. IL46,493$3.83M0.9%+0.9%0.025%
7/8/2026 Kwmg LLC511,517$42.12M3.0%+3.4%0.276%
7/8/2026 Factor Wealth Management LTD226,612$18.66M2.8%-4.9%0.122%
7/8/2026 DWR Wealth Management LLC60,966$4.99M3.7%+9.0%0.033%
7/8/2026 Bannerman Wealth Management Group LLC191,912$15.80M9.2%+1.4%0.104%
7/8/2026 Elevation Wealth Partners LLC25,908$2.13M0.6%+1.2%0.014%
7/8/2026 Apella Capital LLC357,928$28.97M0.4%+1.8%0.193%
7/8/2026 Westmount Partners LLC20,516$1.69M0.4%-13.1%0.011%
7/8/2026 Evanson Financial LLC1,217,796$100.27M5.0%N/A0.658%
7/7/2026 Pioneer Wealth Management Group174,600$14.38M3.5%+8.1%0.094%
7/7/2026 180 Wealth Advisors LLC61,038$5.03M0.5%+1.2%0.033%
7/7/2026 Bill Few Associates Inc.6,368$524K0.1%-3.1%0.003%
7/7/2026 Foster Group Inc.321,166$26.45M0.7%-0.8%0.174%
7/7/2026 JGP Wealth Management LLC175,504$14.45M1.3%+2.3%0.095%
7/7/2026 Quad Cities Investment Group LLC28,140$2.32M0.8%+2.9%0.015%
7/7/2026 Dynamic Advisor Solutions LLC200,647$16.52M0.5%-2.5%0.108%
7/7/2026 Graves Light Lenhart Wealth Inc.25,393$2.09M0.2%-0.9%0.014%
7/7/2026 GAMMA Investing LLC1,722$142K0.0%N/A0.001%
7/7/2026 Avior Wealth Management LLC8,643$712K0.0%-1.9%0.005%
7/7/2026 Moody National Bank Trust Division23,365$1.92M0.2%+0.9%0.013%
7/7/2026 Grove Bank & Trust886$73K0.0%+26.6%0.000%
7/7/2026 Trinity Financial Advisors LLC181,082$14.91M3.8%+0.9%0.098%
7/7/2026 CGN Advisors LLC197,455$16.26M1.2%+48.1%0.107%
7/7/2026 Hiley Hunt Wealth Management77,017$6.34M2.5%+2.9%0.042%
7/6/2026 Sincerus Advisory LLC7,742$637K0.4%-2.9%0.004%
7/2/2026 MassMutual Private Wealth & Trust FSB719,308$59.23M1.5%-2.2%0.389%
7/2/2026 Collective Family Office LLC85,628$7.05M1.4%-1.5%0.046%
7/2/2026 CX Institutional15,094$1.24M0.0%-2.2%0.008%
7/2/2026 First County Bank CT10,012$824K0.4%+4.0%0.005%
7/1/2026 Adelphi Trust Co58,255$4.80M3.2%+6.8%0.032%
6/24/2026 Optimus Capital Advisors LLC28,461$2.02M1.2%-2.8%0.016%
6/18/2026 Western Wealth Management LLC13,573$965K0.0%+11.6%0.007%
6/15/2026J. R. Prunier Capital Management LLC32,032$2.28M1.0%+10.2%0.018%
6/11/2026 E Wealth Partners LLC4,021$286K0.2%+23.6%0.002%
6/9/2026 Robinswood Financial LLC2,925$208K0.3%N/A0.002%
6/4/2026 Fischer Investment Strategies LLC19,840$1.41M0.8%-60.9%0.011%
6/3/2026 DBK Financial Counsel LLC67,173$4.78M3.6%+4.1%0.037%
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6/3/2026 NewEdge Advisors LLC91,565$6.51M0.0%-1.6%0.050%
5/29/2026 Asset Dedication LLC21,951$1.56M0.1%+30.8%0.012%
5/26/2026 Ruggaard & Associates LLC103,859$7.39M2.9%-2.4%0.057%
5/21/2026 BankChampaign National Association683$49K0.0%N/A0.000%
5/19/2026 Western Wealth Management LLC13,573$965K0.0%+11.6%0.007%
5/19/2026McIlrath & Eck LLC5,963$424K0.0%+145.6%0.003%
5/19/2026 NewEdge Advisors LLC84,327$6.00M0.1%-9.4%0.046%
5/19/2026 Ariadne Wealth Management LP29,528$2.10M0.9%+1.8%0.016%
5/19/2026 Bank of America Corp DE6,618,892$470.80M0.0%-0.2%3.645%
5/19/2026 Vestwell Advisors LLC526$37K0.0%N/A0.000%


DFAS Institutional Ownership - Frequently Asked Questions

During the previous two years, 901 institutional investors and hedge funds held shares of Dimensional U.S. Small Cap ETF. The most heavily invested institutionals were Creative Planning ($1.55B), Northern Trust Corp ($564.53M), Bank of America Corp DE ($470.80M), Index Fund Advisors Inc. ($407.19M), Focus Partners Wealth ($245.03M), Pure Financial Advisors LLC ($216.29M), and TCI Wealth Advisors Inc. ($184.59M).Learn more on Dimensional U.S. Small Cap ETF's institutional investors.

Of the 800 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: Creative Planning ($5.86M), Midwest Trust Co ($1.95M), Northwestern Mutual Wealth Management Co. ($1.93M), Root Financial Partners LLC ($1.57M), Bank of America Corp DE ($1.49M), Elser Financial Planning Inc ($1.31M), and Raymond James Financial Inc. ($1.31M).

Institutional investors have bought a total of 24,236,077 shares in the last 24 months. This purchase volume represents approximately $1.71B in transactions.

Of the 305 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: Envestnet Asset Management Inc. ($861.96K), Midwest Trust Co ($578.18K), MassMutual Private Wealth & Trust FSB ($439.35K), Bouchey Financial Group Ltd ($327.54K), First National Trust Co ($247.80K), Stadion Money Management LLC ($245.47K), and Armor Investment Advisors LLC ($180.58K).

Institutional investors have sold a total of 5,934,023 shares in the last 24 months. This volume of shares sold represents approximately $413.18M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFAS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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