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

Dimensional U.S. Small Cap ETF logo
$81.53 0.00 (0.00%)
As of 07/2/2026 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)
616
Total
Institutional Inflows
(last 12 months)
$2.38B
Number of
Institutional Sellers
(last 12 months)
356
Total
Institutional Outflows
(last 12 months)
$555.35M
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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
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 CT 10,012$824K0.4%+4.0%0.005%
7/1/2026 Adelphi Trust Co58,255$4.80M3.2%+6.8%0.032%
6/24/2026Optimus 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%
6/9/2026Robinswood Financial LLC2,925$208K0.3%N/A0.002%
6/4/2026Fischer Investment Strategies LLC19,840$1.41M0.8%-60.9%0.011%
6/3/2026DBK Financial Counsel LLC67,173$4.78M3.6%+4.1%0.037%
6/3/2026NewEdge Advisors LLC91,565$6.51M0.0%-1.6%0.050%
5/29/2026Asset Dedication LLC21,951$1.56M0.1%+30.8%0.012%
5/26/2026Ruggaard & Associates LLC103,859$7.39M2.9%-2.4%0.057%
5/21/2026BankChampaign 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%
5/19/2026NewEdge 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%
5/18/2026EverSource 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%
5/15/2026Intelligence Driven Advisers LLC18,064$1.29M0.2%-4.9%0.010%
5/15/2026Gateway Wealth Partners LLC9,258$658K0.0%+86.9%0.005%
5/15/2026Quadcap Wealth Management LLC33,489$2.38M0.3%-0.6%0.018%
5/15/2026Everest 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%
5/15/2026Bridgewater Advisors Inc.185,342$14.18M0.9%+5.1%0.102%
5/15/2026Broadhurst Jeffrey B129,215$9.19M9.4%N/A0.071%
5/14/2026Renaissance Technologies LLC12,400$882K0.0%N/A0.007%
5/14/2026FCA Corp TX26,387$1.88M0.5%+3.5%0.015%
5/14/2026Compound Planning Inc.11,277$802K0.0%+15.5%0.006%
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5/14/2026CLG LLC58,575$4.17M1.0%+4.2%0.032%
5/14/2026Sei Investments Co.43,466$3.09M0.0%+39.2%0.024%
5/14/2026Lido Advisors LLC10,364$737K0.0%-11.2%0.006%
5/14/2026B&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%
5/13/2026Cetera Investment Advisers640,069$45.53M0.0%+6.6%0.352%
5/13/2026American Investment Services Inc.179,294$12.75M2.8%-1.5%0.099%
5/13/2026Sachem Hill LLC40,583$2.89M0.6%+0.5%0.022%
5/13/2026Measured Wealth Private Client Group LLC8,926$635K0.2%-5.3%0.005%
5/13/2026NewEdge Wealth LLC16,885$1.20M0.0%+151.9%0.009%
5/13/2026Goepper Burkhardt LLC33,097$2.35M0.8%+63.7%0.018%
5/13/2026Daner Wealth Management LLC136,544$10.49M5.5%-2.8%0.075%
5/12/2026Cascade Wealth Advisors Inc105,961$8.26M3.3%+7.7%0.058%
5/8/2026PNC Financial Services Group Inc.26,709$1.90M0.0%+12.1%0.015%
5/8/2026Summit Asset Management LLC4,170$297K0.0%-3.1%0.002%
5/8/2026Cassaday & Co Wealth Management LLC1,429$102K0.0%N/A0.001%
5/8/2026JMG Financial Group Ltd.93,969$6.68M0.2%-0.6%0.052%
5/7/2026Hanover Advisors Inc.5,807$413K0.2%+3.9%0.003%
5/7/2026Earned Wealth Advisors LLC131,726$9.37M0.6%-3.1%0.073%
5/7/2026Basepoint Wealth LLC903$64K0.0%N/A0.000%
5/7/2026Lowe Brockenbrough & Co. Inc.950$68K0.0%-13.6%0.001%
5/7/2026Balefire LLC10,995$782K0.1%N/A0.006%
5/6/2026Zhang Financial LLC97,668$6.95M0.2%+10.2%0.054%
5/6/2026Aire Advisors LLC188,244$13.39M2.4%+2.0%0.104%
5/6/2026Modera Wealth Management LLC507,238$36.08M0.4%-2.1%0.279%
5/6/2026Assetmark Inc.2,952$210K0.0%+51.3%0.002%
5/6/2026Prospect Financial Group LLC8,108$577K0.5%-57.6%0.004%
5/6/2026Angeles Wealth Management LLC5,372$382K0.0%+5,495.8%0.003%
5/6/2026Oder Investment Management LLC4,664$332K0.3%+23.5%0.003%
5/6/2026Independent Financial Group LLC5,120$364K0.0%N/A0.003%
5/6/2026CPA Asset Management Group LLC94,211$6.70M2.2%+11.8%0.052%
5/6/2026BCM Advisors LLC51,591$3.96M0.8%+3.0%0.028%
5/5/2026Wealthfront Advisers LLC2,833$202K0.0%-13.3%0.002%
5/5/2026D.A. Davidson & CO.34,653$2.47M0.0%-2.2%0.019%
5/5/2026Bank of New York Mellon Corp65,345$4.65M0.0%+8.9%0.036%
5/5/2026SouthState Bank Corp357$25K0.0%-46.4%0.000%
5/5/2026Sanctuary Advisors LLC58,767$4.18M0.0%-14.7%0.032%
5/5/2026Sigma Planning Corp3,920$279K0.0%-40.4%0.002%
5/5/2026Cornerstone Advisory LLC5,628$400K0.0%+21.0%0.003%
5/5/2026Conservest Capital Advisors Inc.186,662$13.28M1.2%+16.3%0.103%
5/5/2026Nwam LLC5,750$409K0.0%N/A0.003%
5/4/2026Summit Wealth Group LLC173,634$12.35M2.8%+3.3%0.096%
5/4/2026Retirement Planning Group LLC2,958$210K0.0%N/A0.002%
5/4/2026Lutz Financial Services LLC238,821$16.99M1.1%+0.7%0.132%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management317,343$22.57M0.4%-2.0%0.175%
5/4/2026Bleakley Financial Group LLC750,183$53.36M0.8%+21.3%0.413%
5/4/2026Bedel Financial Consulting Inc.17,666$1.26M0.1%+1.2%0.010%
5/4/2026Chicago Partners Investment Group LLC681,445$52.47M1.0%+2.1%0.375%
5/4/2026Ruedi Wealth Management Inc.109,426$7.78M2.0%+5.8%0.060%
5/4/2026Vantage Point Financial LLC39,313$2.80M1.0%-3.6%0.022%
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5/4/2026Sentinel Wealth Management Inc.222,311$15.81M12.6%+0.5%0.122%
5/2/2026Navigate Wealth Management LLC69,984$5.38M3.8%N/A0.039%
5/2/2026Navigoe LLC96,191$6.84M4.0%+0.3%0.053%
5/2/2026Silver Oak Advisory Group Inc.4,305$306K0.1%+6.7%0.002%
5/2/2026Diversify Wealth Management LLC21,814$1.66M0.0%N/A0.012%
5/2/2026Valmark Advisers Inc.16,613$1.18M0.0%-6.5%0.009%
5/1/2026180 Wealth Advisors LLC60,301$4.29M0.5%+4.9%0.033%
5/1/2026Ferguson Wellman Capital Management Inc.28,607$2.04M0.0%N/A0.016%
5/1/2026Midwest Trust Co1,376,605$97.92M1.2%-0.6%0.758%
5/1/2026Fifth Third Bancorp391,609$27.86M0.1%+36,601.9%0.216%


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 809 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 35,353,504 shares in the last 24 months. This purchase volume represents approximately $2.38B 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 ($439.35K), Bouchey Financial Group Ltd ($327.54K), and First National Trust Co ($247.80K).

Institutional investors have sold a total of 8,238,958 shares in the last 24 months. This volume of shares sold represents approximately $555.35M in transactions.


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This page (NYSEARCA:DFAS) was last updated on 7/5/2026 by MarketBeat.com Staff.
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