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

Dimensional U.S. Small Cap ETF logo
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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)
585
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
322
Total
Institutional Outflows
(last 12 months)
$565.31M
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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
9/12/2025 Valeo Financial Advisors LLC14,956$953K0.0%-14.2%0.009%
9/4/2025 Osaic Holdings Inc.343,428$21.88M0.0%-6.8%0.212%
9/3/2025 Ballentine Capital Advisors Inc117,629$7.49M3.6%+2.1%0.073%
8/29/2025 Centaurus Financial Inc.13,428$856K0.0%+4.0%0.008%
8/27/2025 Orion Porfolio Solutions LLC13,378$852K0.0%+26.8%0.008%
8/26/2025 Thrivent Financial for Lutherans29,867$1.90M0.0%-39.8%0.018%
8/25/2025 Silverlake Wealth Management LLC5,559$354K0.1%N/A0.003%
8/19/2025 B. Riley Wealth Advisors Inc.11,540$735K0.0%N/A0.007%
8/19/2025 Advisory Services Network LLC34,871$2.25M0.0%+24.2%0.021%
8/19/2025 Asset Dedication LLC15,725$1.00M0.1%-1.7%0.010%
8/18/2025 Geneos Wealth Management Inc.1,416$90K0.0%-50.4%0.001%
8/18/2025 Kestra Investment Management LLC29,150$1.86M0.1%+86.6%0.018%
8/15/2025 Corient Private Wealth LLC625,284$39.84M0.1%-7.3%0.386%
8/15/2025 Equitable Holdings Inc.44,339$2.83M0.0%+5.2%0.027%
8/15/2025 Captrust Financial Advisors335,882$21.40M0.0%+12.7%0.207%
8/15/2025 Prevail Innovative Wealth Advisors LLC28,682$1.83M0.4%+17.6%0.018%
8/15/2025 Visionary Wealth Advisors5,742$366K0.0%+4.3%0.004%
8/15/2025 Seneschal Advisors LLC83,227$5.30M4.2%+3.1%0.051%
8/15/2025 Smartleaf Asset Management LLC43,822$2.79M0.2%-1.3%0.027%
8/15/2025 Snowden Capital Advisors LLC5,429$346K0.0%-15.9%0.003%
8/15/2025 Ruggaard & Associates LLC116,597$7.43M3.0%-0.4%0.072%
8/15/2025 Orion Porfolio Solutions LLC13,378$852K0.0%+26.8%0.008%
8/15/2025 MML Investors Services LLC126,142$8.04M0.0%+7.4%0.078%
8/15/2025 Monograph Wealth Advisors LLC187,161$11.92M1.5%+5.6%0.115%
8/15/2025 McIlrath & Eck LLC4,838$308K0.0%-41.0%0.003%
8/15/2025 Modern Wealth Management LLC45,845$2.92M0.1%+8.2%0.028%
8/15/2025 IHT Wealth Management LLC44,956$2.86M0.1%-3.3%0.028%
8/15/2025 Great Valley Advisor Group Inc.18,345$1.17M0.0%-97.4%0.011%
8/15/2025 EP Wealth Advisors LLC346,275$22.06M0.1%+1.5%0.213%
8/15/2025 Envision Financial Planning LLC134,494$8.57M4.0%-8.0%0.083%
8/15/2025 Curi Capital LLC22,524$1.44M0.0%+5.5%0.014%
8/15/2025 Bank of America Corp DE6,216,760$396.07M0.0%+15.7%3.833%
8/15/2025 Acas LLC51,145$3.46M2.3%+8.6%0.032%
8/15/2025 Ameriprise Financial Inc.15,971$1.02M0.0%-3.1%0.010%
8/14/2025 CLG LLC56,246$3.58M1.1%-8.8%0.035%
8/14/2025 Sentinel Wealth Management Inc.222,993$14.21M13.3%N/A0.137%
8/14/2025 Raymond James Financial Inc.716,514$45.65M0.0%+12.2%0.442%
8/14/2025 Betterment LLC9,781$623K0.0%+6.2%0.006%
8/14/2025 Quantinno Capital Management LP39,665$2.53M0.0%+80.3%0.024%
8/14/2025 HUB Investment Partners LLC165,649$10.55M0.4%+21.2%0.102%
8/14/2025 Main Street Financial Solutions LLC72,820$4.64M0.3%-0.3%0.045%
8/14/2025 Sei Investments Co.25,049$1.60M0.0%N/A0.015%
8/14/2025 NewEdge Advisors LLC100,982$6.43M0.0%-11.2%0.062%
8/14/2025 DecisionPoint Financial LLC373,022$24.14M6.2%+7.3%0.230%
8/14/2025 Planwiser Financial LLC8,290$547K0.5%-1.8%0.005%
8/14/2025 Acorn Wealth Advisors LLC5,800$370K0.1%-26.8%0.004%
8/14/2025 SVB Wealth LLC6,502$414K0.0%-46.1%0.004%
8/14/2025 Cerity Partners LLC549,865$35.03M0.1%+15.6%0.339%
8/14/2025 Daner Wealth Management LLC138,221$9.15M6.3%N/A0.085%
8/13/2025 SageView Advisory Group LLC4,198$277K0.0%-12.0%0.003%
8/13/2025 Gateway Wealth Partners LLC6,580$419K0.1%-19.1%0.004%
8/13/2025 Brown Advisory Inc.911,621$58.08M0.1%-1.8%0.562%
8/13/2025 M Holdings Securities Inc.98,838$6.30M1.1%+681.8%0.061%
8/13/2025 Baird Financial Group Inc.112,064$7.14M0.0%+11.3%0.069%
8/13/2025 Parkworth Wealth Management Inc.46,687$2.97M2.1%+3.1%0.029%
8/13/2025 EverSource Wealth Advisors LLC89,836$5.72M0.3%+11.2%0.055%
8/13/2025 JT Stratford LLC13,655$870K0.1%+26.2%0.008%
8/13/2025 WCG Wealth Advisors LLC31,554$2.01M0.1%+7.0%0.019%
8/13/2025 Pinkerton Wealth LLC94,447$6.02M0.7%+14.0%0.058%
8/13/2025 Beacon Pointe Advisors LLC253,403$16.14M0.2%+3.0%0.156%
8/13/2025 ARK & TLK Investments LLC16,016$1.02M0.3%+41.5%0.010%
8/13/2025 MBM Wealth Consultants LLC6,065$386K0.1%-6.8%0.004%
8/13/2025 Smith Moore & CO.13,894$885K0.1%-6.7%0.009%
8/13/2025 Lido Advisors LLC10,483$668K0.0%+16.7%0.006%
8/13/2025 Legacy Capital Wealth Partners LLC8,282$528K0.1%N/A0.005%
8/13/2025 Meridian Wealth Partners LLC47,885$3.05M0.4%+9.1%0.030%
8/13/2025 Measured Wealth Private Client Group LLC9,510$606K0.2%-3.0%0.006%
8/13/2025 Northwestern Mutual Wealth Management Co.576,109$36.70M0.0%+28.4%0.355%
8/13/2025 Stevens Capital Partners17,572$1.13M0.4%-3.1%0.011%
8/13/2025 Mayfair Advisory Group LLC31,784$2.05M1.0%+64.8%0.020%
8/13/2025 Lauer Wealth LLC39,160$2.52M2.1%+0.5%0.024%
8/13/2025 Choreo LLC377,509$24.05M0.3%-9.3%0.233%
8/13/2025 Russell Investments Group Ltd.907$58K0.0%N/A0.001%
8/12/2025 J.W. Cole Advisors Inc.23,996$1.53M0.0%N/A0.015%
8/12/2025 Armor Investment Advisors LLC230,280$14.67M5.5%-0.4%0.142%
8/12/2025 Financial Advocates Investment Management5,452$347K0.0%N/A0.003%
8/12/2025 Burk Holdings LLC156,649$9.98M6.2%N/A0.097%
8/12/2025 Quadcap Wealth Management LLC34,323$2.19M0.3%-2.3%0.021%
8/12/2025 CreativeOne Wealth LLC7,010$447K0.0%+3.4%0.004%
8/12/2025 Global Retirement Partners LLC3,511$224K0.0%N/A0.002%
8/12/2025 TCP Asset Management LLC45,811$2.92M0.6%+4.1%0.028%
8/12/2025 Coldstream Capital Management Inc.14,049$895K0.0%+16.8%0.009%
8/12/2025 Forum Private Client Group LLC274,017$17.46M6.7%+6.1%0.169%
8/12/2025 Legacy Financial Group Inc.42,456$2.71M0.8%-1.4%0.026%
8/12/2025 Barnes Pettey Financial Advisors LLC5,664$361K0.2%N/A0.003%
8/12/2025 Tableaux LLC9,336$595K0.0%N/A0.006%
8/12/2025 AlphaCore Capital LLC24,547$1.56M0.1%-66.2%0.015%
8/12/2025 MAI Capital Management149,123$9.50M0.1%+0.5%0.092%
8/12/2025 JPMorgan Chase & Co.229,817$14.64M0.0%+8.1%0.142%
8/12/2025 ADE LLC13,792$879K0.5%+259.4%0.009%
8/12/2025 BWM Planning LLC64,000$4.08M1.4%-55.2%0.039%
8/11/2025 VSM Wealth Advisory LLC20,449$1.30M0.4%-2.1%0.013%
8/11/2025 FineMark National Bank & Trust17,209$1.10M0.0%+14.1%0.011%
8/11/2025 Wealthspire Advisors LLC44,635$2.84M0.0%-8.4%0.027%
8/11/2025 M Wealth Management LLC37,635$2.40M2.2%-5.5%0.023%
8/11/2025 Diversified Portfolios Inc.9,777$623K0.1%+45.2%0.006%
8/11/2025 Wescott Financial Advisory Group LLC172,142$10.97M1.0%+7.1%0.106%
8/11/2025 First American Trust FSB9,950$634K0.1%N/A0.006%
8/11/2025 Root Financial Partners LLC559,179$35.63M3.4%+115.7%0.343%
8/11/2025 Mosaic Family Wealth Partners LLC6,221$396K0.1%-50.5%0.004%
(Data available from 1/1/2016 forward)

DFAS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAS shares?

During the previous two years, 804 institutional investors and hedge funds held shares of Dimensional U.S. Small Cap ETF. The most heavily invested institutionals were Creative Planning ($1.29B), Northern Trust Corp ($476.48M), Bank of America Corp DE ($396.07M), Index Fund Advisors Inc. ($371.17M), Pure Financial Advisors LLC ($177.68M), Alaska Permanent Fund Corp ($163.93M), and Focus Partners Wealth ($160.05M).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 711 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 ($11.61M), Creative Planning ($4.93M), Elser Financial Planning Inc ($2.12M), Pure Financial Advisors LLC ($2.01M), ARK & TLK Investments LLC ($1.97M), Midwest Trust Co ($1.87M), and Financial Counselors Inc. ($1.74M).

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

Institutional investors have bought a total of 34,443,841 shares in the last 24 months. This purchase volume represents approximately $2.19B in transactions.

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

Of the 322 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: Index Fund Advisors Inc. ($893.75K), Elser Financial Planning Inc ($713.61K), Great Valley Advisor Group Inc. ($682.49K), Divergent Planning LLC ($564.61K), Mercer Global Advisors Inc. ADV ($496.65K), M Holdings Securities Inc. ($372.17K), and Thrivent Financial for Lutherans ($329.27K).

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

Institutional investors have sold a total of 9,011,153 shares in the last 24 months. This volume of shares sold represents approximately $565.31M in transactions.


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This page (NYSEARCA:DFAS) was last updated on 9/12/2025 by MarketBeat.com Staff
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