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

Dimensional U.S. Small Cap ETF logo
$64.47
+0.23 (+0.36%)
(As of 11/4/2024 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)
406
Total
Institutional Inflows
(last 12 months)
$2.18B
Number of
Institutional Sellers
(last 12 months)
212
Total
Institutional Outflows
(last 12 months)
$360.30M
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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
11/4/2024Kennebec Savings Bank2,855$185K0.2%N/A0.002%
11/4/20241900 Wealth Management LLC140,436$8.76M0.8%+4.2%0.108%
11/4/2024VeraBank N.A.92,522$6.00M1.8%+6.7%0.071%
11/4/2024HTG Investment Advisors Inc.43,404$2.82M1.3%+4.6%0.033%
11/4/2024G2 Capital Management LLC OH182,096$11.81M3.5%+2.2%0.140%
11/4/2024FMB Wealth Management69,533$4.51M2.5%-0.6%0.053%
11/4/2024Sigma 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%
11/1/2024 Cahill Wealth Management LLC18,606$1.21M0.6%-1.2%0.014%
11/1/2024 Lauterbach Financial Advisors LLC23,084$1.50M0.9%-2.9%0.018%
11/1/2024 CWA Asset Management Group LLC10,189$661K0.0%N/A0.008%
10/31/2024 US Financial Advisors LLC105,982$6.87M2.1%+8.1%0.081%
10/31/2024 Bridgewater Advisors Inc.149,916$9.74M1.0%-0.8%0.115%
10/30/2024 Armor Investment Advisors LLC217,716$14.12M5.9%+7.5%0.167%
10/30/2024 M Financial Asset Management Inc.65,676$4.26M16.5%+0.5%0.050%
10/30/2024 Catalina Capital Group LLC5,058$328K0.1%N/A0.004%
10/30/2024 Beacon Financial Advisory LLC9,613$624K0.2%+6.0%0.007%
10/30/2024 Avidian Wealth Enterprises LLC35,635$2.31M0.1%+2.1%0.027%
10/30/2024 QRG Capital Management Inc.3,552$230K0.0%N/A0.003%
10/30/2024 Lutz Financial Services LLC228,771$14.84M1.2%+0.3%0.176%
10/29/2024 TrueWealth Advisors LLC9,045$587K0.2%+3.7%0.007%
10/29/2024 First National Bank Sioux Falls105,104$6.82M3.1%+32.2%0.081%
10/29/2024 BSW Wealth Partners3,282$213K0.0%N/A0.003%
10/29/2024 Cedar Point Capital Partners LLC118,635$7.70M5.3%-2.1%0.091%
10/29/2024 Confluence Wealth Services Inc.753,433$48.87M3.6%+10.3%0.579%
10/29/2024 Janney Montgomery Scott LLC25,637$1.66M0.0%+9.1%0.020%
10/29/2024 Pure Financial Advisors LLC2,368,193$153.60M3.7%+30.3%1.820%
10/29/2024 Stevens Capital Partners16,395$1.06M0.5%+12.9%0.013%
10/29/2024 Chicago Partners Investment Group LLC538,046$34.65M1.2%+6.2%0.414%
10/29/2024 Farther Finance Advisors LLC203,065$13.17M0.5%+157.2%0.156%
10/28/2024 Gladstone Institutional Advisory LLC34,104$2.21M0.1%-7.7%0.026%
10/28/2024 Wade Financial Advisory Inc42,203$2.74M0.9%-4.2%0.032%
10/28/2024 Valued Wealth Advisors LLC4,631$300K0.2%+228.9%0.004%
10/28/2024 Pacific Sage Partners LLC111,367$7.22M1.7%+6.9%0.086%
10/28/2024 US Bancorp DE13,739$891K0.0%+21.9%0.011%
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10/28/2024 HM Payson & Co.31,990$2.08M0.0%-1.6%0.025%
10/25/2024 JFS Wealth Advisors LLC28,680$1.86M0.1%-2.2%0.022%
10/25/2024 Edge Financial Advisors LLC15,545$1.01M0.9%N/A0.012%
10/25/2024 Your Advocates Ltd. LLP271,746$17.63M6.9%+2.9%0.209%
10/25/2024 Walter & Keenan Wealth Management LLC IN ADV27,925$1.81M0.6%+70.0%0.021%
10/25/2024 Valmark Advisers Inc.17,591$1.14M0.0%-5.3%0.014%
10/25/2024 Dodds Wealth LLC13,032$832K0.2%-3.5%0.010%
10/25/2024 PBMares Wealth Management LLC201,405$13.06M2.7%+51.1%0.155%
10/25/2024 Diversify Advisory Services LLC4,385$284K0.0%+10.9%0.003%
10/25/2024 Integrated Advisors Network LLC28,586$1.85M0.1%-0.6%0.022%
10/25/2024 SC&H Financial Advisors Inc.51,713$3.35M0.7%+4.7%0.040%
10/25/2024 Gateway Wealth Partners LLC8,473$550K0.2%-10.6%0.007%
10/24/2024 TCI Wealth Advisors Inc.2,353,208$152.63M12.9%+4.3%1.809%
10/24/2024 TCP Asset Management LLC41,071$2.66M0.6%+1.7%0.032%
10/24/2024 Concord Wealth Partners35,271$2.29M0.4%+0.7%0.027%
10/24/2024 Lauer Wealth LLC30,820$1.98M1.5%+21.3%0.024%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,915$838K0.1%+9.2%0.010%
10/24/2024 Gemmer Asset Management LLC137,978$8.95M0.9%-0.8%0.106%
10/24/2024 Family Investment Center Inc.4,109$266K0.1%-7.3%0.003%
10/24/2024 Greenspring Advisors LLC11,790$765K0.2%+39.6%0.009%
10/24/2024 J.W. Cole Advisors Inc.21,454$1.39M0.1%+7.7%0.016%
10/24/2024 Kooman & Associates82,326$5.34M2.0%+5.5%0.063%
10/24/2024 Modera Wealth Management LLC399,258$25.90M0.3%+0.8%0.307%
10/24/2024 Wealth Enhancement Advisory Services LLC423,090$27.44M0.1%+1.3%0.325%
10/24/2024 Sageworth Trust Co952,183$61.76M3.7%-5.6%0.732%
10/24/2024 Sageworth Trust Co of South Dakota63,985$4.15M5.3%+19.7%0.049%
10/23/2024 Allworth Financial LP154,480$10.02M0.1%+8.9%0.119%
10/23/2024 Mayfair Advisory Group LLC16,061$1.03M0.7%+3.1%0.012%
10/23/2024 Elwood & Goetz Wealth Advisory Group LLC8,462$549K0.1%N/A0.007%
10/23/2024 Joel Isaacson & Co. LLC7,905$513K0.0%+2.3%0.006%
10/23/2024 Pettinga Financial Advisors LLC30,091$1.95M0.5%+1.4%0.023%
10/23/2024 Strategic Investment Solutions Inc. IL57,197$3.71M1.1%+8.1%0.044%
10/23/2024 Mason & Associates Inc33,769$2.19M0.5%+167.9%0.026%
10/23/2024 Index Fund Advisors Inc.6,662,341$432.12M22.9%-0.9%5.121%
10/23/2024 Dixon Fnancial Services Inc.584,477$37.91M20.1%-0.5%0.449%
10/23/2024 Williams Financial LLC189,233$12.27M7.7%+1.8%0.145%
10/23/2024 JMG Financial Group Ltd.87,479$5.67M0.2%+16.1%0.067%
10/23/2024 Brighton Jones LLC6,613$429K0.0%-10.6%0.005%
10/23/2024 Tanager Wealth Management LLP373,618$24.23M3.3%+7.8%0.287%
10/22/2024 Ruedi Wealth Management Inc.116,676$7.57M2.6%+2.5%0.090%
10/22/2024 Maryland Capital Advisors Inc.23,210$1.51M0.7%+10.4%0.018%
10/22/2024 Private Advisor Group LLC85,516$5.55M0.0%+3.7%0.066%
10/22/2024 Financial Insights Inc.17,602$1.14M0.4%-6.9%0.014%
10/22/2024 Alexander Labrunerie & CO. Inc.17,698$1.15M0.5%+91.1%0.014%
10/22/2024 CPA Asset Management LLC55,411$3.59M1.7%+17.1%0.043%
10/22/2024 Signaturefd LLC9,556$620K0.0%-21.3%0.007%
10/22/2024 Sequoia Financial Advisors LLC487,726$31.63M0.3%+2.4%0.375%
10/21/2024 Builder Investment Group Inc. ADV292,401$18.97M5.1%+1.7%0.225%
10/21/2024 Foundations Investment Advisors LLC33,374$2.17M0.0%+12.0%0.026%
10/21/2024 Northwest Investment Counselors LLC1,083$70K0.0%N/A0.001%
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10/21/2024 Retirement Guys Formula LLC32,608$2.12M1.0%+4.0%0.025%
10/21/2024 CarsonAllaria Wealth Management Ltd.113,306$7.35M4.2%+0.2%0.087%
10/21/2024 Financial Symmetry Inc6,243$405K0.3%+35.4%0.005%
10/21/2024 Mills Wealth Advisors LLC10,048$652K0.4%+30.7%0.008%
10/19/2024Midwest Heritage Bank FSB163,265$10.59M5.0%+1.9%0.125%
10/19/2024Narus Financial Partners LLC40,403$2.62M0.9%+3.2%0.031%
10/19/2024Baker Boyer National Bank39,190$2.54M0.9%-1.1%0.030%
10/19/2024Black Point Wealth Management9,638$625K0.7%+19.1%0.007%
10/19/2024Cyndeo Wealth Partners LLC5,615$364K0.0%N/A0.004%
10/19/2024Powers Advisory Group LLC14,481$939K0.5%+18.5%0.011%
(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, 591 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 521 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. ($1.48M), 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 58,513,711 shares in the last 24 months. This purchase volume represents approximately $3.33B in transactions.

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

Of the 282 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), Beaird Harris Wealth Management LLC ($345.18K), Carlson Capital Management ($284.81K), Index Fund Advisors Inc. ($271.80K), Creative Planning ($232.11K), and Bouchey Financial Group Ltd ($219.63K).

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

Institutional investors have sold a total of 8,854,162 shares in the last 24 months. This volume of shares sold represents approximately $512.68M in transactions.


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This page (NYSEARCA:DFAS) was last updated on 11/5/2024 by MarketBeat.com Staff
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