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

Dimensional U.S. Small Cap ETF logo
$77.53 0.00 (0.00%)
As of 05/22/2026 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)
617
Total
Institutional Inflows
(last 12 months)
$2.39B
Number of
Institutional Sellers
(last 12 months)
356
Total
Institutional Outflows
(last 12 months)
$561.31M
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Skip Chart & View Institutional Buying and Selling Data

DFAS Institutional Buying and Selling by Quarter

Dimensional U.S. Small Cap ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/19/2026 McIlrath & 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%
5/19/2026 Centaurus Financial Inc.19,407$1.38M0.1%+2.2%0.011%
5/19/2026 Claris Financial LLC4,751$338K0.2%N/A0.003%
5/18/2026 EverSource Wealth Advisors LLC49,479$3.52M0.1%-8.0%0.027%
5/18/2026 Royal Bank of Canada1,223,939$87.06M0.0%+4.9%0.674%
5/18/2026 Envision Financial Planning LLC144,622$10.29M3.7%+1.1%0.080%
5/16/2026 Quantinno Capital Management LP72,158$5.13M0.0%+0.4%0.040%
5/15/2026 Cardiff 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%
5/15/2026 Waverly Advisors LLC7,663$545K0.0%+6.7%0.004%
5/15/2026 Stadion 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%
5/14/2026 Renaissance 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%
5/14/2026 Sei Investments Co.43,466$3.09M0.0%+39.2%0.024%
5/14/2026 Lido Advisors LLC10,364$737K0.0%-11.2%0.006%
5/14/2026 B&D White Capital Company LLC186,312$13.25M1.6%+19.1%0.103%
5/14/2026 Monograph 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%
5/13/2026 Daner 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%
5/8/2026 PNC Financial Services Group Inc.26,709$1.90M0.0%+12.1%0.015%
5/8/2026 Summit Asset Management LLC4,170$297K0.0%-3.1%0.002%
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5/8/2026 Cassaday & Co Wealth Management LLC1,429$102K0.0%N/A0.001%
5/8/2026 JMG Financial Group Ltd.93,969$6.68M0.2%-0.6%0.052%
5/7/2026 Hanover Advisors Inc.5,807$413K0.2%+3.9%0.003%
5/7/2026 Earned Wealth Advisors LLC131,726$9.37M0.6%-3.1%0.073%
5/7/2026 Basepoint Wealth LLC903$64K0.0%N/A0.000%
5/7/2026 Lowe Brockenbrough & Co. Inc.950$68K0.0%-13.6%0.001%
5/7/2026 Balefire LLC10,995$782K0.1%N/A0.006%
5/6/2026 Zhang Financial LLC97,668$6.95M0.2%+10.2%0.054%
5/6/2026 Aire Advisors LLC188,244$13.39M2.4%+2.0%0.104%
5/6/2026 Modera Wealth Management LLC507,238$36.08M0.4%-2.1%0.279%
5/6/2026 Assetmark Inc.2,952$210K0.0%+51.3%0.002%
5/6/2026 Prospect Financial Group LLC8,108$577K0.5%-57.6%0.004%
5/6/2026 Angeles Wealth Management LLC5,372$382K0.0%+5,495.8%0.003%
5/6/2026 Oder Investment Management LLC4,664$332K0.3%+23.5%0.003%
5/6/2026 Independent Financial Group LLC5,120$364K0.0%N/A0.003%
5/6/2026 CPA Asset Management Group LLC94,211$6.70M2.2%+11.8%0.052%
5/6/2026 BCM Advisors LLC51,591$3.96M0.8%+3.0%0.028%
5/5/2026 Wealthfront Advisers LLC2,833$202K0.0%-13.3%0.002%
5/5/2026 D.A. Davidson & CO.34,653$2.47M0.0%-2.2%0.019%
5/5/2026 Bank of New York Mellon Corp65,345$4.65M0.0%+8.9%0.036%
5/5/2026 SouthState Bank Corp357$25K0.0%-46.4%0.000%
5/5/2026 Sanctuary Advisors LLC58,767$4.18M0.0%-14.7%0.032%
5/5/2026 Sigma Planning Corp3,920$279K0.0%-40.4%0.002%
5/5/2026 Cornerstone Advisory LLC5,628$400K0.0%+21.0%0.003%
5/5/2026 Conservest Capital Advisors Inc.186,662$13.28M1.2%+16.3%0.103%
5/5/2026 Nwam LLC5,750$409K0.0%N/A0.003%
5/4/2026 Summit Wealth Group LLC173,634$12.35M2.8%+3.3%0.096%
5/4/2026 Retirement Planning Group LLC2,958$210K0.0%N/A0.002%
5/4/2026 Lutz Financial Services LLC238,821$16.99M1.1%+0.7%0.132%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management317,343$22.57M0.4%-2.0%0.175%
5/4/2026 Bleakley Financial Group LLC750,183$53.36M0.8%+21.3%0.413%
5/4/2026 Bedel Financial Consulting Inc.17,666$1.26M0.1%+1.2%0.010%
5/4/2026 Chicago Partners Investment Group LLC681,445$52.47M1.0%+2.1%0.375%
5/4/2026 Ruedi Wealth Management Inc.109,426$7.78M2.0%+5.8%0.060%
5/4/2026 Vantage Point Financial LLC39,313$2.80M1.0%-3.6%0.022%
5/4/2026 Sentinel Wealth Management Inc.222,311$15.81M12.6%+0.5%0.122%
5/2/2026 Navigate Wealth Management LLC69,984$5.38M3.8%N/A0.039%
5/2/2026 Navigoe LLC96,191$6.84M4.0%+0.3%0.053%
5/2/2026 Silver Oak Advisory Group Inc.4,305$306K0.1%+6.7%0.002%
5/2/2026 Diversify Wealth Management LLC21,814$1.66M0.0%N/A0.012%
5/2/2026 Valmark Advisers Inc.16,613$1.18M0.0%-6.5%0.009%
5/1/2026 180 Wealth Advisors LLC60,301$4.29M0.5%+4.9%0.033%
5/1/2026 Ferguson Wellman Capital Management Inc.28,607$2.04M0.0%N/A0.016%
5/1/2026 Midwest Trust Co1,376,605$97.92M1.2%-0.6%0.758%
5/1/2026 Fifth Third Bancorp391,609$27.86M0.1%+36,601.9%0.216%
5/1/2026 EQ Wealth Advisors LLC12,167$865K0.5%+107.2%0.007%
5/1/2026 Financial Connections Group Inc.18,537$1.32M0.5%+1.6%0.010%
5/1/2026 Simplicity Wealth LLC8,364$595K0.0%-13.2%0.005%
5/1/2026 Sequoia Financial Advisors LLC429,834$30.57M0.2%-5.1%0.237%
4/30/2026 Waterfront Wealth Inc.129,928$9.24M1.7%+4.6%0.072%
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4/30/2026 Mason & Associates Inc46,520$3.22M0.6%+6.4%0.026%
4/30/2026 Forza Wealth Management LLC102,700$7.31M2.5%+7.3%0.057%
4/30/2026 Mosaic Family Wealth Partners LLC27,162$1.93M0.2%+16.8%0.015%
4/30/2026 Kestra Advisory Services LLC127,751$9.09M0.0%+5.2%0.070%
4/30/2026 Your Advocates Ltd. LLP346,808$24.67M7.5%+5.2%0.191%
4/30/2026 Austin Asset Management Co Inc462,691$32.91M5.6%-2.2%0.255%
4/30/2026 CFS Investment Advisory Services LLC22,809$1.76M0.1%+183.5%0.013%
4/30/2026 Frankly Finances LLC73,891$5.26M4.8%+0.3%0.041%
4/30/2026 Efficient Advisors LLC133,608$9.50M0.7%-3.8%0.074%
4/30/2026 Sageworth Trust Co967,803$68.84M3.0%-0.1%0.534%


DFAS Institutional Ownership - Frequently Asked Questions

During the previous two years, 898 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 808 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 ($11.42M), Creative Planning ($6.48M), Elser Financial Planning Inc ($2.12M), Midwest Trust Co ($1.95M), Pure Financial Advisors LLC ($1.94M), Northwestern Mutual Wealth Management Co. ($1.93M), and Root Financial Partners LLC ($1.57M).

Institutional investors have bought a total of 35,476,811 shares in the last 24 months. This purchase volume represents approximately $2.39B in transactions.

Of the 356 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), Divergent Planning LLC ($564.61K), MassMutual Private Wealth & Trust FSB ($423.25K), Bouchey Financial Group Ltd ($327.54K), and First National Trust Co ($247.80K).

Institutional investors have sold a total of 8,351,802 shares in the last 24 months. This volume of shares sold represents approximately $561.31M in transactions.


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This page (NYSEARCA:DFAS) was last updated on 5/25/2026 by MarketBeat.com Staff.
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