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

Dimensional U.S. Small Cap ETF logo
$60.86 -0.33 (-0.54%)
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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)
502
Total
Institutional Inflows
(last 12 months)
$2.15B
Number of
Institutional Sellers
(last 12 months)
227
Total
Institutional Outflows
(last 12 months)
$448.48M
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DFAS Institutional Buying and Selling by Quarter

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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
3/27/2025Milestone Asset Management Group LLC4,956$323K0.3%N/A0.003%
3/24/2025Avant Financial Advisors LLC4,704$306K0.3%N/A0.003%
3/17/2025 Wealth Enhancement Advisory Services LLC465,151$30.27M0.1%+9.9%0.309%
3/12/2025 Centaurus Financial Inc.12,656$824K0.1%+2.3%0.008%
3/10/2025 SpringVest Wealth Management LLC18,517$1.21M1.0%N/A0.012%
3/7/2025 Aegis Wealth Management LLC115,674$7.53M5.1%N/A0.077%
3/7/2025 Bannerman Wealth Management Group LLC159,254$10.36M8.6%N/A0.106%
3/6/2025 Wood Tarver Financial Group LLC118,601$7.72M2.6%N/A0.079%
3/6/2025 AG Asset Advisory LLC26,455$1.72M1.7%N/A0.018%
3/5/2025 Financial Insights Inc.16,559$1.08M0.4%-5.9%0.011%
3/3/2025 American Investment Services Inc.173,019$11.26M2.0%-0.5%0.115%
2/27/2025 KMT Wealth Management LLC95,461$6.21M5.0%N/A0.073%
2/27/2025 XY Planning Network Inc.3,819$249K0.2%N/A0.003%
2/26/2025 Discipline Wealth Solutions LLC67,592$4.40M2.0%+13.2%0.052%
2/26/2025 Ballentine Capital Advisors Inc112,646$7.33M3.8%-0.2%0.087%
2/25/2025 Integrated Advisors Network LLC28,757$1.87M0.1%+0.6%0.022%
2/25/2025 Chokshi & Queen Wealth Advisors Inc11,488$748K0.5%N/A0.009%
2/24/2025 Great Valley Advisor Group Inc.664,847$43.27M1.0%+589.4%0.511%
2/21/2025 Vermillion Wealth Management Inc.102,434$6.67M3.4%N/A0.079%
2/20/2025 Forum Financial Management LP149,086$9.70M0.2%+15.4%0.115%
2/19/2025 Invst LLC268,533$17.48M2.1%+5,283.6%0.206%
2/19/2025 Pinney & Scofield Inc.254,770$16.58M12.8%N/A0.196%
2/19/2025 WCG Wealth Advisors LLC29,188$1.90M0.1%+14.5%0.022%
2/18/2025 Wick Capital Partners LLC5,029$327K0.1%N/A0.004%
2/18/2025 Pettinga Financial Advisors LLC41,157$2.68M0.6%+36.8%0.032%
2/18/2025 Investmark Advisory Group LLC77,904$5.07M2.5%+3.3%0.060%
2/18/2025 Legacy Financial Group Inc.42,349$2.76M0.9%+9.4%0.033%
2/18/2025 Pinkerton Retirement Specialists LLC80,259$5.22M0.8%+0.9%0.062%
2/18/2025 Pinnacle Financial Group LLC IL105,222$6.85M2.7%-1.1%0.081%
2/18/2025 Novak & Powell Financial Services Inc.3,277$213K0.1%N/A0.003%
2/18/2025 Monograph Wealth Advisors LLC171,925$11.19M1.5%+1.9%0.132%
2/18/2025 10Elms LLP550$36K0.0%N/A0.000%
2/18/2025 Focus Partners Advisor Solutions LLC718,615$46.77M0.8%+20.0%0.552%
2/18/2025 Mpwm Advisory Solutions LLC6,634$432K0.3%N/A0.005%
2/17/2025 US Financial Advisors LLC108,981$7.09M2.2%+2.8%0.084%
2/17/2025 Urban Financial Advisory Corp839$55K0.0%N/A0.001%
2/17/2025 Trace Wealth Advisors LLC35,314$2.30M2.1%N/A0.027%
2/17/2025 Stadion Money Management LLC233,259$15.18M1.2%N/A0.179%
2/17/2025 Studio Investment Management LLC1,412$92K0.0%N/A0.001%
2/17/2025 Safeguard Investment Advisory Group LLC6,599$429K0.1%-9.3%0.005%
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2/17/2025 Royal Bank of Canada672,775$43.79M0.0%+11.6%0.517%
2/17/2025 Pathstone Holdings LLC489,678$32.08M0.1%+34.5%0.376%
2/17/2025 NorthRock Partners LLC3,971$258K0.0%N/A0.003%
2/17/2025 Laird Norton Wetherby Wealth Management LLC17,904$1.17M0.1%-1.3%0.014%
2/17/2025 Graver Capital Management LLC10,426$679K0.7%N/A0.008%
2/17/2025 Focus Partners Wealth2,710,130$176.50M0.5%-0.9%2.083%
2/17/2025 Cladis Investment Advisory LLC9,358$609K0.4%-11.4%0.007%
2/17/2025 EP Wealth Advisors LLC209,338$13.62M0.1%-0.2%0.161%
2/17/2025 Cresset Asset Management LLC26,187$1.70M0.0%-24.3%0.020%
2/17/2025 Cetera Investment Advisers263,332$17.14M0.0%+19.9%0.202%
2/17/2025 Captrust Financial Advisors301,929$19.65M0.1%+4.5%0.232%
2/17/2025 Cardiff Park Advisors LLC167,361$10.89M1.0%-0.5%0.129%
2/17/2025 Brown Advisory Inc.678,766$44.17M0.1%+4.5%0.522%
2/17/2025 Baird Financial Group Inc.117,353$7.64M0.0%-20.6%0.090%
2/17/2025 Bank of America Corp DE5,171,866$336.59M0.0%+5.3%3.975%
2/17/2025 Ameriprise Financial Inc.15,141$985K0.0%+100.9%0.012%
2/17/2025 Aptus Capital Advisors LLC3,048$198K0.0%+123.3%0.002%
2/17/2025 Accredited Wealth Management LLC20,688$1.35M1.2%N/A0.016%
2/14/2025 South Plains Financial Inc.18,727$1.22M0.9%N/A0.014%
2/14/2025 Mercer Global Advisors Inc. ADV795,819$51.79M0.1%-38.4%0.612%
2/14/2025 Eagle Strategies LLC21,563$1.40M0.2%+3.5%0.017%
2/14/2025 Parvin Asset Management LLC1,100$72K0.1%N/A0.001%
2/14/2025 Rehmann Capital Advisory Group31,637$2.06M0.1%+5.6%0.024%
2/14/2025 Wick Capital Partners LLC4,153$270K0.0%N/A0.003%
2/14/2025 Navigoe LLC166,322$10.82M10.6%N/A0.128%
2/14/2025 Comerica Bank400,433$26.06M0.1%-15.6%0.308%
2/14/2025 Lido Advisors LLC5,000$325K0.0%+6.5%0.004%
2/14/2025 Northern Trust Corp7,521,408$489.49M0.1%+7.4%5.781%
2/14/2025 Beacon Pointe Advisors LLC231,392$15.06M0.2%-0.6%0.178%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.781$51K0.0%N/A0.001%
2/14/2025 Betterment LLC11,559$752K0.0%+8.2%0.009%
2/14/2025 Oak Wealth Advisors LLC3,643$237K0.2%N/A0.003%
2/14/2025 Berger Financial Group Inc21,918$1.43M0.1%+268.4%0.017%
2/14/2025 Coldstream Capital Management Inc.6,677$435K0.0%+68.9%0.005%
2/14/2025 Capital Analysts LLC484$31K0.0%-72.3%0.000%
2/14/2025 Kovitz Investment Group Partners LLC19,754$1.29M0.0%-2.0%0.015%
2/14/2025 Integrated Wealth Concepts LLC20,581$1.34M0.0%+7.0%0.016%
2/14/2025 IHT Wealth Management LLC48,614$3.16M0.1%-26.2%0.037%
2/14/2025 Stifel Financial Corp166,663$10.85M0.0%+9.5%0.128%
2/14/2025 OneDigital Investment Advisors LLC202,257$13.16M0.2%+7.7%0.155%
2/14/2025 Tower Research Capital LLC TRC 1,722$112K0.0%N/A0.001%
2/14/2025 WPWealth LLP17,571$1.14M0.2%+131.7%0.014%
2/14/2025 Transce3nd LLC2,384$158K0.1%N/A0.002%
2/14/2025 IronBridge Private Wealth LLC57,021$3.71M1.4%-2.8%0.044%
2/14/2025 MML Investors Services LLC90,748$5.91M0.0%+13.6%0.070%
2/14/2025 Curi RMB Capital LLC21,354$1.39M0.0%-10.7%0.016%
2/14/2025 Forum Financial Management LP149,086$9.70M0.2%+15.4%0.115%
2/14/2025 Freedom Investment Management Inc.50,027$3.26M0.3%+0.6%0.038%
2/14/2025 Bridge Generations Wealth Management LLC1,015$66K0.0%N/A0.001%
2/14/2025 Concourse Financial Group Securities Inc.1,114$75K0.0%-66.7%0.001%
Trump Treasure April 19 (Ad)

Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly that, just 12 months later…

If I’m right about this (like I was before) a modest $900 investment…
2/13/2025 Strategic Investment Solutions Inc. IL61,921$3.82M1.2%+8.3%0.048%
2/13/2025 NewEdge Advisors LLC113,619$7.39M0.0%-9.9%0.087%
2/13/2025 Main Street Financial Solutions LLC63,176$4.11M0.4%+12.6%0.049%
2/13/2025 Mariner LLC370,978$24.14M0.0%+11.0%0.285%
2/13/2025 SageView Advisory Group LLC4,620$301K0.0%N/A0.004%
2/13/2025 Synovus Financial Corp4,433$289K0.0%N/A0.003%
2/13/2025 Envision Financial Planning LLC142,264$9.26M4.8%+0.5%0.109%
2/13/2025 Townsquare Capital LLC22,089$1.44M0.0%+66.9%0.017%
2/13/2025 NFP Retirement Inc.7,488$487K0.0%+14.2%0.006%
2/13/2025 Glass Jacobson Investment Advisors llc50,351$3.28M1.1%-2.5%0.039%
(Data available from 1/1/2016 forward)

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DFAS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAS shares?

During the previous two years, 725 institutional investors and hedge funds held shares of Dimensional U.S. Small Cap ETF. The most heavily invested institutionals were Creative Planning ($727.15M), Northern Trust Corp ($489.49M), Index Fund Advisors Inc. ($425.86M), Bank of America Corp DE ($336.59M), Focus Partners Wealth ($176.50M), Pure Financial Advisors LLC ($167.33M), and Alaska Permanent Fund Corp ($163.93M).Learn more on DFAS's institutional investors.

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

Of the 642 institutional investors that purchased Dimensional U.S. Small Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Williams Financial LLC ($11.61M), Alaska Permanent Fund Corp ($2.70M), Creative Planning ($2.30M), Pure Financial Advisors LLC ($2.02M), ARK & TLK Investments LLC ($1.97M), Financial Counselors Inc. ($1.64M), and Elser Financial Planning Inc ($1.52M).

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

Institutional investors have bought a total of 61,621,697 shares in the last 24 months. This purchase volume represents approximately $3.68B in transactions.

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

Of the 319 institutional investors that sold Dimensional U.S. Small Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ARK & TLK Investments LLC ($1.95M), Mercer Global Advisors Inc. ADV ($521.29K), Beaird Harris Wealth Management LLC ($401.83K), Resource Consulting Group Inc. ($385.27K), M Holdings Securities Inc. ($378.62K), Index Fund Advisors Inc. ($327.15K), and Thrivent Financial for Lutherans ($309.54K).

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

Institutional investors have sold a total of 10,839,785 shares in the last 24 months. This volume of shares sold represents approximately $651.24M in transactions.


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This page (NYSEARCA:DFAS) was last updated on 3/28/2025 by MarketBeat.com Staff
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