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

Dimensional U.S. Small Cap ETF logo
$84.33 +0.16 (+0.19%)
As of 01:48 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
552
Total
Institutional Inflows
(last 12 months)
$1.73B
Number of
Institutional Sellers
(last 12 months)
305
Total
Institutional Outflows
(last 12 months)
$449.56M
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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
8/7/2026 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%
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%0.273%
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%
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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%
6/18/2026Western 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%
6/11/2026E 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%
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%
5/26/2026Ruggaard & Associates LLC103,859$7.39M2.9%-2.4%0.057%
5/21/2026 BankChampaign National Association683$49K0.0%N/A0.000%
5/19/2026Western 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%
5/19/2026Ariadne Wealth Management LP29,528$2.10M0.9%+1.8%0.016%
5/19/2026Bank of America Corp DE6,618,892$470.80M0.0%-0.2%3.645%
5/19/2026Vestwell Advisors LLC526$37K0.0%N/A0.000%
5/19/2026Centaurus Financial Inc.19,407$1.38M0.1%+2.2%0.011%
5/19/2026Claris Financial LLC4,751$338K0.2%N/A0.003%
5/18/2026 EverSource Wealth Advisors LLC49,479$3.52M0.1%-8.0%0.027%
5/18/2026Royal Bank of Canada1,223,939$87.06M0.0%+4.9%0.674%
5/18/2026Envision Financial Planning LLC144,622$10.29M3.7%+1.1%0.080%
5/16/2026Quantinno Capital Management LP72,158$5.13M0.0%+0.4%0.040%
5/15/2026Cardiff Park Advisors LLC105,144$7.48M0.6%-15.8%0.058%
5/15/2026 Intelligence Driven Advisers LLC18,064$1.29M0.2%-4.9%0.010%
5/15/2026 Gateway Wealth Partners LLC9,258$658K0.0%+86.9%0.005%
5/15/2026 Quadcap Wealth Management LLC33,489$2.38M0.3%-0.6%0.018%
5/15/2026 Everest Financial Group LLC14,381$1.02M0.2%N/A0.008%
5/15/2026Waverly Advisors LLC7,663$545K0.0%+6.7%0.004%
5/15/2026Stadion Money Management LLC71,692$5.10M0.5%-77.4%0.039%
5/15/2026 Bridgewater Advisors Inc.185,342$14.18M0.9%+5.1%0.102%
5/15/2026 Broadhurst Jeffrey B129,215$9.19M9.4%N/A0.071%
5/14/2026Renaissance Technologies LLC12,400$882K0.0%N/A0.007%
5/14/2026 FCA Corp TX26,387$1.88M0.5%+3.5%0.015%
5/14/2026 Compound Planning Inc.11,277$802K0.0%+15.5%0.006%
5/14/2026 CLG LLC58,575$4.17M1.0%+4.2%0.032%
5/14/2026Sei Investments Co.43,466$3.09M0.0%+39.2%0.024%
5/14/2026 Lido Advisors LLC10,364$737K0.0%-11.2%0.006%
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5/14/2026 B&D White Capital Company LLC186,312$13.25M1.6%+19.1%0.103%
5/14/2026Monograph Wealth Advisors LLC269,821$19.19M1.8%+2.4%0.149%
5/13/2026 Cetera Investment Advisers640,069$45.53M0.0%+6.6%0.352%
5/13/2026 American Investment Services Inc.179,294$12.75M2.8%-1.5%0.099%
5/13/2026 Sachem Hill LLC40,583$2.89M0.6%+0.5%0.022%
5/13/2026 Measured Wealth Private Client Group LLC8,926$635K0.2%-5.3%0.005%
5/13/2026 NewEdge Wealth LLC16,885$1.20M0.0%+151.9%0.009%
5/13/2026 Goepper Burkhardt LLC33,097$2.35M0.8%+63.7%0.018%
5/13/2026Daner Wealth Management LLC136,544$10.49M5.5%-2.8%0.075%
5/12/2026 Cascade Wealth Advisors Inc105,961$8.26M3.3%+7.7%0.058%


DFAS Institutional Ownership - Frequently Asked Questions

During the previous two years, 893 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 793 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 ($6.48M), 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 24,698,088 shares in the last 24 months. This purchase volume represents approximately $1.73B in transactions.

Of the 302 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), Great Valley Advisor Group Inc. ($682.49K), Midwest Trust Co ($578.18K), MassMutual Private Wealth & Trust FSB ($439.35K), Bouchey Financial Group Ltd ($327.54K), First National Trust Co ($247.80K), and Stadion Money Management LLC ($245.47K).

Institutional investors have sold a total of 6,550,568 shares in the last 24 months. This volume of shares sold represents approximately $449.56M in transactions.


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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 8/7/2026. New 13F filings are added each quarter as they're published.
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