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

Dimensional U.S. Small Cap ETF logo
$68.76 +1.10 (+1.63%)
(As of 01:00 PM ET)
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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)
413
Total
Institutional Inflows
(last 12 months)
$2.12B
Number of
Institutional Sellers
(last 12 months)
210
Total
Institutional Outflows
(last 12 months)
$405.80M
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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
11/19/2024 Invst LLC4,988$324K0.0%-12.6%0.004%
11/19/2024 Ballentine Capital Advisors Inc112,897$7.32M3.7%+1.3%0.087%
11/19/2024 Discipline Wealth Solutions LLC59,715$3.87M2.0%+15.5%0.046%
11/18/2024 Rehmann Capital Advisory Group29,966$1.99M0.1%-1.6%0.023%
11/18/2024 Hobbs Group Advisors LLC961$62K0.0%N/A0.001%
11/15/2024 LRI Investments LLC6,976$475K0.0%N/A0.005%
11/15/2024 Glass Jacobson Investment Advisors llc51,632$3.35M1.1%+1.4%0.040%
11/15/2024 MML Investors Services LLC79,879$5.18M0.0%+4.8%0.061%
11/15/2024 Orion Portfolio Solutions LLC14,673$952K0.0%+5.7%0.011%
11/15/2024 EP Wealth Advisors LLC209,804$13.61M0.1%-0.5%0.161%
11/15/2024 Jane Street Group LLC9,969$647K0.0%-33.2%0.008%
11/15/2024 Kovitz Investment Group Partners LLC20,158$1.31M0.0%N/A0.015%
11/15/2024 Stifel Financial Corp152,246$9.88M0.0%+82.3%0.117%
11/15/2024 Quantinno Capital Management LP19,604$1.27M0.0%+168.0%0.015%
11/15/2024 IHT Wealth Management LLC65,856$4.26M0.1%+56.2%0.051%
11/15/2024 Intrepid Capital Management Inc.3,535$229K0.1%N/A0.003%
11/15/2024 Integrated Wealth Concepts LLC19,232$1.25M0.0%+14.3%0.015%
11/15/2024 Investmark Advisory Group LLC75,424$4.89M2.4%+0.3%0.058%
11/15/2024 IronBridge Private Wealth LLC58,636$3.80M1.4%+1.4%0.045%
11/15/2024 HighTower Advisors LLC1,016,507$65.93M0.1%-4.3%0.781%
11/15/2024 Hilltop Holdings Inc.4,551$295K0.0%N/A0.003%
11/15/2024 Ascent Group LLC5,476$355K0.0%+3.2%0.004%
11/15/2024 Atlas Wealth LLC6,245$405K0.2%-23.2%0.005%
11/14/2024 Flow Traders U.S. LLC8,905$578K0.0%-38.2%0.007%
11/14/2024 Captrust Financial Advisors288,888$18.74M0.1%-27.0%0.222%
11/14/2024 CWS Financial Advisors LLC7,681$498K0.2%N/A0.006%
11/14/2024 Teachers Insurance & Annuity Association of America21,127$1.37M2.1%N/A0.016%
11/14/2024 Financial Counselors Inc.1,637,968$106.24M1.6%+4.7%1.259%
11/13/2024 Freedom Investment Management Inc.49,713$3.22M0.3%-0.8%0.038%
11/13/2024 RS Crum Inc.44,441$2.88M0.7%-1.8%0.034%
11/13/2024 Hardy Reed LLC106,880$6.93M0.6%+5.7%0.082%
11/13/2024 Townsquare Capital LLC13,235$858K0.0%+58.9%0.010%
11/13/2024 Carlson Capital Management7,581$492K0.0%-18.0%0.006%
11/13/2024 FMR LLC5,463$354K0.0%+73.5%0.004%
11/13/2024 D.A. Davidson & CO.57,153$3.71M0.0%+2.6%0.044%
11/13/2024 Bank of Montreal Can753,665$48.78M0.0%+6.6%0.579%
11/13/2024 Acorn Wealth Advisors LLC7,110$461K0.2%+20.7%0.005%
11/13/2024 Private Trust Co. NA6,732$437K0.0%+4.2%0.005%
11/13/2024 Truvestments Capital LLC587$38K0.0%N/A0.000%
11/13/2024 Brown Brothers Harriman & Co.5,964$387K0.0%N/A0.005%
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11/12/2024 Summit Trail Advisors LLC15,085$978K0.0%+24.4%0.012%
11/12/2024 Centaurus Financial Inc.12,375$803K0.1%+2.9%0.010%
11/12/2024Larson Financial Group LLC204,328$13.25M0.8%-5.2%0.157%
11/12/2024 Wescott Financial Advisory Group LLC148,616$9.64M1.0%+8.1%0.114%
11/12/2024 Kingsview Wealth Management LLC31,218$2.03M0.0%+91.3%0.024%
11/12/2024 Advisory Services & Investments LLC189,157$12.27M8.4%-6.5%0.145%
11/12/2024 M Holdings Securities Inc.11,645$755K0.2%-97.0%0.009%
11/12/2024 Cerity Partners LLC408,939$26.52M0.1%+33.2%0.314%
11/12/2024 Great Valley Advisor Group Inc.96,434$6.26M0.2%+9.0%0.074%
11/12/2024 Flagstar Advisors Inc.5,312$345K0.1%+6.1%0.004%
11/12/2024 Raymond James Trust N.A.20,203$1.31M0.0%-3.2%0.016%
11/12/2024 Altiora Financial Group LLC73,503$4.77M1.1%+2.1%0.056%
11/8/2024 EverSource Wealth Advisors LLC58,672$3.81M0.2%-10.8%0.045%
11/8/2024 Commerce Bank13,502$876K0.0%-1.5%0.010%
11/8/2024 Yardley Wealth Management LLC105,677$6.85M4.1%N/A0.081%
11/8/2024 PNC Financial Services Group Inc.14,322$929K0.0%+19.6%0.011%
11/8/2024 Summit Wealth Group LLC141,019$9.15M2.6%+1,232.5%0.108%
11/7/2024 Tranquility Partners LLC3,990$259K0.1%+13.4%0.003%
11/7/2024 Pathstone Holdings LLC364,045$23.61M0.1%+6.5%0.280%
11/7/2024 EnRich Financial Partners LLC269,391$17.47M5.8%+2.4%0.207%
11/7/2024 First Western Trust Bank60,267$3.91M0.2%-6.3%0.046%
11/7/2024 Colony Family Offices LLC12,600$817K0.3%+15.6%0.010%
11/7/2024 Phillips Financial Management LLC222,300$14.42M1.1%+17.1%0.171%
11/7/2024 Thrivent Financial for Lutherans60,522$3.93M0.0%-83.6%0.047%
11/7/2024 Envision Financial Planning LLC141,515$9.18M4.8%+53.8%0.109%
11/6/2024 Adero Partners LLC722,632$46.87M3.1%+1.2%0.555%
11/6/2024 Cassady Schiller Wealth Management LLC19,924$1.29M0.5%-1.9%0.015%
11/6/2024 Spinnaker Investment Group LLC165,943$10.76M2.6%+5.2%0.128%
11/6/2024 SRS Capital Advisors Inc.273,755$17.76M1.6%+0.6%0.210%
11/6/2024 Heritage Investment Group Inc.470,828$30.54M5.8%-1.2%0.362%
11/6/2024 KPP Advisory Services LLC85,461$5.54M1.3%+6.9%0.066%
11/6/2024 Squire Investment Management Company LLC19,900$1.29M0.6%+8.8%0.015%
11/6/2024 Birchcreek Wealth Management LLC30,686$1.99M1.3%+506.6%0.024%
11/6/2024 BluePointe Capital Management LLC4,123$267K0.2%+4.0%0.003%
11/6/2024 Oak Harbor Wealth Partners LLC51,517$3.34M1.0%N/A0.040%
11/6/2024 OneDigital Investment Advisors LLC187,754$12.18M0.1%+2,432.1%0.144%
11/6/2024 Wealthstream Advisors Inc.40,238$2.61M0.5%-1.9%0.031%
11/6/2024 Dopkins Wealth Management LLC30,046$1.95M1.6%-42.1%0.023%
11/6/2024 BCM Advisors LLC36,880$2.38M0.5%+7.9%0.028%
11/6/2024 Main Street Financial Solutions LLC56,116$3.64M0.3%+48.3%0.043%
11/5/2024 Empower Advisory Group LLC6,247$405K0.0%N/A0.005%
11/5/2024 Meridian Management Co.3,266$212K0.1%N/A0.003%
11/5/2024 Platform Technology Partners43,139$2.80M0.9%+17.4%0.033%
11/5/2024 First National Trust Co354,963$23.02M0.9%-1.5%0.273%
11/5/2024 Harbour Investments Inc.21,313$1.38M0.0%-2.2%0.016%
11/5/2024 Apollon Wealth Management LLC8,949$580K0.0%-9.7%0.007%
11/5/2024 Vestia Personal Wealth Advisors67,561$4.38M3.6%+0.5%0.052%
11/4/2024 Kennebec Savings Bank2,855$185K0.2%N/A0.002%
11/4/2024 1900 Wealth Management LLC140,436$8.76M0.8%+4.2%0.108%
11/4/2024 VeraBank N.A.92,522$6.00M1.8%+6.7%0.071%
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11/4/2024 HTG Investment Advisors Inc.43,404$2.82M1.3%+4.6%0.033%
11/4/2024 G2 Capital Management LLC OH182,096$11.81M3.5%+2.2%0.140%
11/4/2024 FMB Wealth Management69,533$4.51M2.5%-0.6%0.053%
11/4/2024 Sigma Planning Corp9,245$600K0.0%-10.8%0.007%
11/2/2024 Austin Asset Management Co Inc498,802$32.35M6.6%-3.3%0.383%
11/1/2024 Atria Investments Inc10,374$673K0.0%N/A0.008%
11/1/2024 Tillman Hartley LLC359,554$23.32M6.9%+12.4%0.276%
11/1/2024 Assetmark Inc.2,980$193K0.0%+268.8%0.002%
11/1/2024 Verdence Capital Advisors LLC3,541$230K0.0%N/A0.003%
11/1/2024 Beta Wealth Group Inc.16,027$1.04M0.5%+6.1%0.012%
(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, 609 institutional investors and hedge funds held shares of Dimensional U.S. Small Cap ETF. The most heavily invested institutionals were Creative Planning ($727.15M), Index Fund Advisors Inc. ($432.12M), Northern Trust Corp ($358.54M), Alaska Permanent Fund Corp ($168.54M), Buckingham Strategic Wealth LLC ($155.88M), Pure Financial Advisors LLC ($153.60M), and TCI Wealth Advisors Inc. ($152.63M).Learn more on DFAS's institutional investors.

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

Of the 537 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 ($5.39M), Creative Planning ($3.12M), ARK & TLK Investments LLC ($1.97M), Pure Financial Advisors LLC ($1.88M), Financial Counselors Inc. ($1.56M), and Massmutual Trust Co. FSB ADV ($1.02M).

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

Institutional investors have bought a total of 58,842,787 shares in the last 24 months. This purchase volume represents approximately $3.37B in transactions.

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

Of the 286 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), Resource Consulting Group Inc. ($385.27K), M Holdings Securities Inc. ($378.62K), Beaird Harris Wealth Management LLC ($345.18K), Thrivent Financial for Lutherans ($310.01K), Index Fund Advisors Inc. ($271.80K), and Carlson Capital Management ($264.83K).

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

Institutional investors have sold a total of 9,626,631 shares in the last 24 months. This volume of shares sold represents approximately $565.56M in transactions.


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This page (NYSEARCA:DFAS) was last updated on 11/21/2024 by MarketBeat.com Staff
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