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

Dimensional U.S. Small Cap ETF logo
$77.77 +1.04 (+1.36%)
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)
620
Total
Institutional Inflows
(last 12 months)
$2.48B
Number of
Institutional Sellers
(last 12 months)
371
Total
Institutional Outflows
(last 12 months)
$588.48M
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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
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%
5/5/2026 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%
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%
4/30/2026 Sageworth Trust Co of South Dakota82,822$5.89M4.7%+0.7%0.046%
4/29/2026 Rockwood Wealth Management LLC23,598$1.68M0.1%+5.7%0.013%
4/29/2026 Marino Stram & Associates LLC2,886$205K0.0%N/A0.002%
4/29/2026 Jackson Thornton Wealth Management LLC311,179$23.07M2.0%+2.5%0.172%
4/29/2026 Armor Investment Advisors LLC49,701$3.54M1.3%-9.6%0.027%
4/29/2026 Resonant Capital Advisors LLC25,088$1.79M0.1%-32.6%0.014%
4/29/2026 Northwest Wealth Advisors LLC12,637$899K0.6%-2.1%0.007%
4/29/2026 Canvas Wealth Advisors LLC6,018$428K0.1%+15.5%0.003%
4/28/2026 Planning Center Inc.300,467$21.37M2.2%-4.0%0.166%
4/28/2026 Whittier Trust Co. of Nevada Inc.8,771$633K0.0%-21.4%0.005%
4/28/2026 Ascentis Independent Advisors387$28K0.0%N/A0.000%
4/28/2026 Stephens Inc. AR4,833$344K0.0%N/A0.003%
4/28/2026 LVZ Inc.26,111$1.86M0.2%+8.5%0.014%
4/28/2026 Hardy Reed LLC123,006$8.75M0.6%+1.3%0.068%
4/28/2026 Berger Financial Group Inc29,618$2.11M0.1%-1.6%0.016%
4/28/2026 Beacon Financial Advisory LLC6,052$430K0.1%-2.3%0.003%
4/27/2026 TCI Wealth Advisors Inc.2,595,074$184.59M9.8%+1.5%1.432%
4/27/2026 HB Wealth Management LLC9,162$652K0.0%+56.1%0.005%
4/27/2026 BIP Wealth LLC25,371$1.81M0.1%+67.7%0.014%
4/27/2026 Legacy Financial Group Inc.45,059$3.21M0.8%+3.3%0.025%
4/27/2026 USAdvisors Wealth Management LLC19,731$1.37M0.5%-0.9%0.011%
4/27/2026 Private Advisor Group LLC109,400$7.78M0.0%+1.5%0.060%
4/27/2026 Platform Technology Partners100,049$7.12M1.4%+6.6%0.055%
4/25/2026 Axis Wealth Partners LLC19,398$1.38M0.7%+5.8%0.011%
4/25/2026 Bayshore Asset Management LLC76,523$5.44M2.2%+0.9%0.042%
4/25/2026 Stevens Capital Partners24,587$1.75M0.4%+34.0%0.014%
4/25/2026 Seamount Financial Group Inc.9,620$684K0.3%+7.8%0.005%
4/25/2026 Physician Wealth Advisors Inc.75,992$5.41M0.8%+1.1%0.042%
4/25/2026 KPP Advisory Services LLC112,545$8.01M1.2%+4.8%0.062%
4/24/2026 Root Financial Partners LLC1,586,355$112.84M5.2%+17.1%0.877%
4/24/2026 Keb Asset Management LLC118,168$8.41M1.6%+0.1%0.065%
4/24/2026 Essex Financial Services Inc.11,118$791K0.0%+9.1%0.006%
4/24/2026 Barnes Pettey Financial Advisors LLC13,316$947K0.4%+45.6%0.007%
4/24/2026 Squire Investment Management Company LLC15,948$1.13M0.3%-30.4%0.009%
4/24/2026 Verus Wealth Management LLC21,145$1.50M1.4%+0.9%0.012%
4/24/2026 DeLarme Wealth Management Inc.52,057$3.70M2.4%-3.0%0.029%
4/24/2026 Mitchell Mcleod Pugh & Williams Inc.31,026$2.21M0.3%+474.4%0.017%
4/24/2026 Ellenbecker Investment Group2,932$209K0.0%-20.4%0.002%
4/24/2026 Johnson Wealth Management LLC33,317$2.37M1.1%-1.9%0.018%
4/23/2026 Granite Harbor Advisors Inc.135,602$9.65M4.2%-3.1%0.075%
4/23/2026 Graver Capital Management LLC9,613$684K0.5%-4.1%0.005%
4/23/2026 Forum Financial Management LP145,885$10.38M0.1%-1.8%0.081%
4/23/2026 Drucker Wealth 3.0 LLC45,108$3.21M0.6%-4.2%0.025%
4/23/2026 Walleye Partners LLC5,061$360K0.4%+22.4%0.003%
4/23/2026 Guardian Wealth Management LLC340,536$24.22M7.3%+0.6%0.188%
4/23/2026 McLean Asset Management Corp257,550$18.32M3.2%-2.1%0.142%
4/23/2026 Coston McIsaac & Partners5,975$425K0.1%+2.4%0.003%
4/22/2026 First Financial Group Corp75,835$5.39M4.4%+5.5%0.042%
4/22/2026 Hurlow Wealth Management Group Inc.480,193$34.16M8.1%+7.0%0.266%
4/22/2026 Hartmann Taylor Wealth Management LLC50,038$3.56M2.4%+11.9%0.028%
4/22/2026 Lam Group Inc.101,270$7.20M4.0%-0.6%0.056%
4/22/2026 Janney Montgomery Scott LLC49,438$3.52M0.0%+22.2%0.027%
4/22/2026 Semitam Bonam LLC15,699$1.12M0.9%+4.1%0.009%
4/22/2026 Narus Financial Partners LLC41,148$2.93M0.8%-1.8%0.023%
4/22/2026 Mayfair Advisory Group LLC29,558$2.10M0.7%+2.5%0.016%
4/22/2026 Tassel Capital Management Inc.271,257$19.30M10.5%+2.0%0.150%
4/21/2026 Powers Advisory Group LLC34,763$2.47M0.9%+14.3%0.019%
4/21/2026 WMS Group LLC20,593$1.47M2.1%-9.8%0.011%
4/21/2026 Next Level Wealth Planning LLC3,628$258K0.1%-11.5%0.002%


DFAS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAS shares?

During the previous two years, 896 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 ($452.49M), 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.

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

Of the 803 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).

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

Institutional investors have bought a total of 37,171,674 shares in the last 24 months. This purchase volume represents approximately $2.48B in transactions.

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

Of the 368 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), Northwestern Mutual Wealth Management Co. ($335.13K), and Bouchey Financial Group Ltd ($327.54K).

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

Institutional investors have sold a total of 8,869,195 shares in the last 24 months. This volume of shares sold represents approximately $588.48M in transactions.


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