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

$68.20 +1.08 (+1.61%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Number of
Institutional Buyers
(last 12 months)
420
Total
Institutional Inflows
(last 12 months)
$2.00B
Number of
Institutional Sellers
(last 12 months)
211
Total
Institutional Outflows
(last 12 months)
$401.19M
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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
1/21/2025Geneos Wealth Management Inc.4,379$285K0.0%-15.0%0.003%
1/21/2025Dynamic Advisor Solutions LLC250,215$16.28M0.7%+1.0%0.192%
1/21/2025CX Institutional85,739$5.58M0.2%+5.1%0.066%
1/21/2025Disciplined Equity Management Inc.280,296$18.24M11.8%-2.2%0.215%
1/21/2025RFG Advisory LLC49,699$3.23M0.1%+0.5%0.038%
1/21/2025McGlone Suttner Wealth Management Inc.190,729$12.41M2.1%+35.2%0.147%
1/21/2025Heritage Wealth Management Inc. Texas343,192$22.34M13.1%+3.4%0.264%
1/21/2025Black Point Wealth Management9,996$651K0.8%+3.7%0.008%
1/17/2025 Spinnaker Investment Group LLC166,349$10.83M2.6%+0.2%0.128%
1/17/2025 Cedar Point Capital Partners LLC115,767$7.53M5.1%-2.4%0.089%
1/17/2025 Edge Financial Advisors LLC16,657$1.08M1.0%+7.2%0.013%
1/17/2025 Goldstein Advisors LLC3,886$253K0.0%-4.2%0.003%
1/17/2025 Market Street Wealth Management Advisors LLC345,606$22.49M3.8%-1.1%0.266%
1/17/2025 Avior Wealth Management LLC9,323$607K0.0%+2.7%0.007%
1/17/2025 Janney Montgomery Scott LLC24,934$1.62M0.0%-2.7%0.019%
1/17/2025 Kraft Asset Management LLC64,544$4.30M3.3%+1.0%0.050%
1/17/2025 Kelleher Financial Advisors48,783$3.18M1.2%+1.0%0.037%
1/17/2025 Global Trust Asset Management LLC8,131$529K0.2%-2.2%0.006%
1/17/2025 Advisory Alpha LLC159,833$10.40M0.4%+5.1%0.123%
1/17/2025 Dakota Wealth Management3,975$259K0.0%N/A0.003%
1/17/2025 Capstone Wealth Management LLC37,941$2.47M2.4%N/A0.029%
1/17/2025 Great Waters Wealth Management893,036$58.12M7.5%+15.5%0.686%
1/16/2025 Aspiriant LLC113,748$7.40M0.3%-0.4%0.087%
1/16/2025 Lam Group Inc.112,290$7.31M5.2%+1.0%0.086%
1/16/2025 Pure Financial Advisors LLC2,571,156$167.33M3.8%+8.6%1.976%
1/16/2025 Abacus Wealth Partners LLC10,293$670K0.1%-28.7%0.008%
1/16/2025 New Hampshire Trust297,854$19.38M4.1%+3.6%0.229%
1/16/2025 Colorado Capital Management Inc.142,945$9.30M4.5%+11.3%0.110%
1/16/2025 Gemmer Asset Management LLC137,734$8.96M0.9%-0.2%0.106%
1/16/2025 Zhang Financial LLC94,290$6.14M0.4%-1.9%0.072%
1/16/2025 MassMutual Private Wealth & Trust FSB1,095,423$71.29M2.0%+7.2%0.842%
1/16/2025 FLC Capital Advisors125,193$8.15M1.9%+4.2%0.096%
1/16/2025 Bridgewater Advisors Inc.146,949$9.62M1.0%-2.0%0.113%
1/16/2025 UMB Bank n.a.3,819$249K0.0%+89.3%0.003%
1/16/2025 M.E. Allison & CO. Inc.5,270$343K0.4%N/A0.004%
1/16/2025 Divergent Planning LLC455,407$29.20M10.0%+187.0%0.350%
1/16/2025 Evanson Asset Management LLC1,064,542$69.28M4.9%+5.8%0.818%
1/16/2025 Bayshore Asset Management LLC75,836$4.94M2.3%-2.1%0.058%
1/15/2025 TCP Asset Management LLC42,192$2.75M0.6%+2.7%0.032%
1/15/2025 Ameritas Advisory Services LLC5,096$332K0.0%+37.8%0.004%
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1/15/2025 CGN Advisors LLC103,433$6.73M0.7%-2.3%0.080%
1/15/2025 Sanibel Captiva Trust Company Inc.17,120$1.11M0.0%+3.0%0.013%
1/15/2025 TrueWealth Advisors LLC9,962$648K0.2%+10.1%0.008%
1/15/2025 Helen Stephens Group LLC26,222$1.71M0.5%-52.1%0.020%
1/15/2025 Sax Wealth Advisors LLC539,671$35.12M2.7%+0.9%0.415%
1/15/2025 Andrews Lucia Wealth Management LLC90,037$5.84M3.9%+0.3%0.069%
1/15/2025 Wealthcare Advisory Partners LLC12,915$840K0.0%-10.9%0.010%
1/15/2025 Total Wealth Planning LLC13,023$848K0.1%N/A0.010%
1/15/2025 Lauer Wealth LLC33,923$2.21M1.5%+10.1%0.026%
1/15/2025 Cypress Wealth Services LLC35,372$2.30M0.5%-0.5%0.027%
1/15/2025 Cordant Inc.68,127$4.43M2.3%+2.1%0.052%
1/14/2025 Mason & Associates Inc43,442$2.83M0.7%+28.6%0.033%
1/14/2025 StrongBox Wealth LLC33,921$2.21M0.9%+20.2%0.026%
1/14/2025 Builder Investment Group Inc. ADV291,959$19.00M5.2%-0.2%0.224%
1/14/2025 Alaska Permanent Fund Corp2,518,859$163.93M2.4%-6.8%1.936%
1/14/2025 West Financial Advisors LLC223,962$14.58M2.8%+0.6%0.172%
1/14/2025 Pinnacle Bancorp Inc.19,129$1.25M0.4%+0.9%0.015%
1/14/2025 Apella Capital LLC64,937$4.23M0.2%-0.6%0.050%
1/14/2025 Park Avenue Securities LLC109,464$7.12M0.1%+12.3%0.084%
1/14/2025 Safeguard Financial LLC3,626$236K0.1%N/A0.003%
1/14/2025 Mayfair Advisory Group LLC19,211$1.25M0.7%+19.6%0.015%
1/14/2025 Quad Cities Investment Group LLC16,794$1.09M0.5%+12.4%0.013%
1/14/2025 180 Wealth Advisors LLC24,018$1.56M0.2%+48.4%0.018%
1/14/2025 Mendota Financial Group LLC190,388$12.39M8.0%-14.2%0.146%
1/14/2025 PCA Investment Advisory Services Inc.172,198$11.21M5.2%-0.9%0.132%
1/14/2025 Professional Financial Advisors LLC8,743$569K0.1%N/A0.007%
1/13/2025 Ellenbecker Investment Group3,676$239K0.0%-15.5%0.003%
1/13/2025 AdvisorNet Financial Inc248,194$16.15M1.4%+6.9%0.191%
1/13/2025 Kwmg LLC429,869$27.98M2.9%-1.4%0.330%
1/13/2025 First National Bank Sioux Falls112,981$7.35M3.1%+7.5%0.087%
1/13/2025 Forza Wealth Management LLC60,748$3.95M1.8%+24.9%0.047%
1/13/2025 Moody National Bank Trust Division22,837$1.49M0.2%N/A0.018%
1/13/2025 HFG Wealth Management LLC7,765$504K0.3%-19.0%0.006%
1/13/2025 DBK Financial Counsel LLC53,613$3.49M3.5%+3.7%0.041%
1/10/2025 Lynch & Associates IN4,922$320K0.1%+8.2%0.004%
1/10/2025 Tilia Fiduciary Partners Inc.3,252$212K0.1%N/A0.002%
1/10/2025 Trinity Financial Advisors LLC157,185$10.22M3.9%+21.9%0.121%
1/10/2025 Wealth Enhancement Advisory Services LLC424,649$27.54M0.1%+0.4%0.326%
1/10/2025 ORG Partners LLC387$25K0.0%N/A0.000%
1/8/2025 Collective Family Office LLC43,508$2.83M0.8%+14.4%0.033%
1/8/2025 Weaver Consulting Group5,227$340K0.1%N/A0.004%
1/7/2025 Strathmore Capital Advisors Inc.45,669$2.97M2.2%N/A0.035%
1/7/2025 Diversified Trust Co11,013$717K0.0%+2.8%0.008%
1/6/2025 Hiley Hunt Wealth Management56,888$3.70M2.1%+4.3%0.044%
12/26/2024JPMorgan Chase & Co.193,950$12.58M0.0%+8.5%0.149%
12/17/2024 Hiley Hunt Wealth Management54,532$3.54M2.0%+8.3%0.042%
12/13/2024B. Riley Wealth Advisors Inc.8,663$552K0.0%-4.8%0.007%
12/2/2024Beaird Harris Wealth Management LLC610,947$39.63M3.5%-8.5%0.470%
11/26/2024Peapack Gladstone Financial Corp7,855$509K0.0%-60.5%0.006%
11/25/2024Sanctuary Advisors LLC25,411$1.78M0.0%+31.9%0.020%
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11/19/2024Invst LLC4,988$324K0.0%-12.6%0.004%
11/19/2024Ballentine Capital Advisors Inc112,897$7.32M3.7%+1.3%0.087%
11/19/2024Discipline Wealth Solutions LLC59,715$3.87M2.0%+15.5%0.046%
11/18/2024Rehmann Capital Advisory Group29,966$1.99M0.1%-1.6%0.023%
11/18/2024Hobbs Group Advisors LLC961$62K0.0%N/A0.001%
11/15/2024LRI Investments LLC6,976$475K0.0%N/A0.005%
11/15/2024Glass Jacobson Investment Advisors llc51,632$3.35M1.1%+1.4%0.040%
11/15/2024MML Investors Services LLC79,879$5.18M0.0%+4.8%0.061%
11/15/2024Orion Portfolio Solutions LLC14,673$952K0.0%+5.7%0.011%
11/15/2024EP Wealth Advisors LLC209,804$13.61M0.1%-0.5%0.161%
(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, 622 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), Pure Financial Advisors LLC ($167.33M), Alaska Permanent Fund Corp ($163.93M), Buckingham Strategic Wealth LLC ($155.88M), 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 550 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), Pure Financial Advisors LLC ($2.02M), ARK & TLK Investments LLC ($1.97M), 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 59,569,268 shares in the last 24 months. This purchase volume represents approximately $3.42B in transactions.

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

Of the 292 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), Beaird Harris Wealth Management LLC ($401.83K), Resource Consulting Group Inc. ($385.27K), M Holdings Securities Inc. ($378.62K), 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 9,906,532 shares in the last 24 months. This volume of shares sold represents approximately $584.82M in transactions.


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This page (NYSEARCA:DFAS) was last updated on 1/21/2025 by MarketBeat.com Staff
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