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

Dimensional U.S. Small Cap ETF logo
$69.57 +0.53 (+0.77%)
Closing price 10/24/2025 04:10 PM Eastern
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$69.69 +0.12 (+0.17%)
As of 10/24/2025 06:30 PM Eastern
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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)
584
Total
Institutional Inflows
(last 12 months)
$2.22B
Number of
Institutional Sellers
(last 12 months)
341
Total
Institutional Outflows
(last 12 months)
$605.75M
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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
10/24/2025Pinnacle Bancorp Inc.17,425$1.19M0.4%-8.3%0.010%
10/24/2025MGO One Seven LLC54,273$3.72M0.1%+115.9%0.032%
10/24/2025Elevate Wealth Advisory Inc.27,665$1.89M1.4%-1.8%0.016%
10/24/2025Vantage Point Financial LLC43,746$3.00M1.2%-5.4%0.026%
10/24/2025Shore Point Advisors LLC3,744$256K0.1%N/A0.002%
10/24/2025Aspiriant LLC117,061$8.01M0.2%+3.9%0.070%
10/24/2025Strategent Financial LLC49,913$3.42M2.4%+5.4%0.030%
10/24/2025Washington Trust Bank1,149,729$78.71M5.8%+45.9%0.688%
10/24/2025Warwick Investment Management Inc.18,110$1.24M0.2%-1.8%0.011%
10/24/2025Axis Wealth Partners LLC18,115$1.24M0.7%+4.9%0.011%
10/24/2025Forum Financial Management LP153,833$10.53M0.1%+5.3%0.092%
10/24/2025Phillips Financial Management LLC437,153$29.93M2.0%+8.1%0.261%
10/24/2025Colony Family Offices LLC41,047$2.81M0.7%-7.8%0.025%
10/24/2025Tanager Wealth Management LLP399,898$27.38M2.9%+2.8%0.239%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors20,639$1.41M0.2%+19.6%0.012%
10/24/2025Austin Asset Management Co Inc478,329$32.75M6.2%-0.2%0.286%
10/24/2025Valmark Advisers Inc.18,891$1.29M0.0%-2.6%0.011%
10/24/2025Seamount Financial Group Inc.8,491$581K0.3%+3.3%0.005%
10/24/2025Colorado Capital Management Inc.146,294$10.02M3.9%+2.0%0.087%
10/23/2025 Webster Bank N. A.119,110$8.15M0.8%+5.4%0.071%
10/23/2025 Vermillion Wealth Management Inc.131,526$9.00M2.4%-3.4%0.079%
10/23/2025 Yardley Wealth Management LLC107,235$7.34M4.1%-5.2%0.064%
10/23/2025 Summit Wealth Group LLC163,897$11.22M2.7%+4.5%0.098%
10/23/2025 Baker Ellis Asset Management LLC3,000$205K0.0%N/A0.002%
10/23/2025 Moisand Fitzgerald Tamayo LLC954,551$65.35M7.7%+0.1%0.571%
10/23/2025 Lam Group Inc.105,246$7.21M4.5%-2.6%0.063%
10/23/2025 Cathy Pareto & Associates Inc.16,839$1.15M0.9%+4.4%0.010%
10/23/2025 Investmark Advisory Group LLC63,815$4.37M1.9%-2.2%0.038%
10/23/2025 Spire Wealth Management132,056$9.04M0.3%-0.8%0.079%
10/23/2025 CX Institutional17,102$1.17M0.0%-11.3%0.010%
10/23/2025 FinDec Wealth Services Inc.3,022$207K0.2%-16.0%0.002%
10/23/2025 Park Avenue Securities LLC189,425$12.97M0.1%+20.1%0.113%
10/22/2025 Index Fund Advisors Inc.5,856,832$400.96M19.5%+0.5%3.503%
10/22/2025 MassMutual Private Wealth & Trust FSB764,595$52.34M1.3%-35.4%0.457%
10/22/2025 Absher Wealth Management LLC3,007$206K0.0%N/A0.002%
10/22/2025 Cerity Partners LLC521,252$35.69M0.1%-5.2%0.312%
10/22/2025 Tilson Financial Group Inc.294,454$20.16M6.6%-0.2%0.176%
10/22/2025 McIlrath & Eck LLC2,899$198K0.0%-40.1%0.002%
10/22/2025 Ironwood Financial llc14,986$1.03M0.2%-56.9%0.009%
10/22/2025 Kathmere Capital Management LLC2,978$204K0.0%N/A0.002%
10/22/2025 Gladstone Institutional Advisory LLC22,460$1.54M0.1%+2.3%0.013%
10/22/2025 Geneos Wealth Management Inc.1,216$83K0.0%-14.1%0.001%
10/22/2025 Forza Wealth Management LLC75,475$5.17M2.0%+12.1%0.045%
10/22/2025 Capital Management Associates Inc7,514$514K0.1%-5.5%0.004%
10/22/2025 Granite Harbor Advisors Inc.136,076$9.32M3.9%-26.0%0.081%
10/22/2025 Stevens Capital Partners18,132$1.24M0.4%+3.2%0.011%
10/22/2025 D.A. Davidson & CO.35,463$2.43M0.0%+3.8%0.021%
10/22/2025 CWA Asset Management Group LLC11,912$815K0.0%+11.5%0.007%
10/22/2025 Greenspring Advisors LLC11,859$812K0.1%N/A0.007%
10/22/2025 Powers Advisory Group LLC28,209$1.93M0.8%+24.3%0.017%
10/22/2025 DBK Financial Counsel LLC59,292$4.06M3.4%+3.6%0.035%
10/22/2025 Cedar Point Capital Partners LLC120,178$8.23M5.4%+1.0%0.072%
10/22/2025 Disciplined Equity Management Inc.342,203$23.43M12.7%+1.4%0.205%
10/22/2025 Five Oceans Advisors29,825$2.04M0.8%-0.8%0.018%
10/22/2025 Verus Wealth Management LLC23,339$1.60M1.5%-1.5%0.014%
10/22/2025 Earned Wealth Advisors LLC146,312$10.02M1.6%-5.4%0.088%
10/21/2025 Pettinga Financial Advisors LLC49,231$3.37M0.7%+10.8%0.029%
10/21/2025 Wealth Management Partners LLC39,566$2.71M0.9%+11.6%0.024%
10/21/2025 SC&H Financial Advisors Inc.55,717$3.81M0.6%-1.3%0.033%
10/21/2025 First National Bank Sioux Falls131,112$8.98M2.8%+1.3%0.078%
10/21/2025 Eagle Strategies LLC16,124$1.10M0.1%-1.4%0.010%
10/21/2025 Armor Investment Advisors LLC78,234$5.36M1.7%-66.0%0.047%
10/21/2025 Global Retirement Partners LLC4,884$334K0.0%+39.1%0.003%
10/21/2025 M Wealth Management LLC37,229$2.55M2.2%-1.1%0.022%
10/21/2025 CPA Asset Management Group LLC77,489$5.31M2.0%+17.9%0.046%
10/21/2025 Tradewinds Capital Management LLC610$42K0.0%+38.6%0.000%
10/21/2025 Morris Financial Concepts Inc.38,087$2.61M0.9%+11.6%0.023%
10/21/2025 Kooman & Associates95,471$6.54M2.0%+5.3%0.057%
10/21/2025 SJS Investment Consulting Inc.10,125$693K0.1%-3.7%0.006%
10/21/2025 Discipline Wealth Solutions LLC84,535$5.79M1.5%+19.7%0.051%
10/21/2025 Ballentine Capital Advisors Inc121,503$8.32M3.7%+3.3%0.073%
10/21/2025 Daner Wealth Management LLC139,020$9.39M6.1%+0.6%0.083%
10/21/2025 Financial Consulate Inc.416,923$28.54M4.0%+4.8%0.249%
10/21/2025 Semitam Bonam LLC13,557$928K0.8%+1.8%0.008%
10/21/2025 TFO Wealth Partners LLC123,628$8.46M1.4%+3.4%0.074%
10/21/2025 Mather Group LLC.44,385$3.04M0.0%-2.0%0.027%
10/20/2025 Premier Financial Group1,163,177$79.03M21.1%+0.3%0.696%
10/20/2025 Hartmann Taylor Wealth Management LLC39,615$2.71M1.9%+40.2%0.024%
10/20/2025 Merit Financial Group LLC115,311$7.89M0.1%-14.2%0.069%
10/20/2025 Lauer Wealth LLC39,639$2.72M1.9%+1.2%0.024%
10/20/2025 Sax Wealth Advisors LLC543,487$37.21M2.0%-4.3%0.325%
10/20/2025 McGlone Suttner Wealth Management Inc.202,856$13.89M1.9%+1.6%0.121%
10/20/2025 Squire Investment Management Company LLC23,251$1.59M0.5%+2.0%0.014%
10/20/2025 Aurelius Family Office LLC42,651$2.92M1.3%-2.4%0.026%
10/20/2025 Pure Financial Advisors LLC2,946,324$201.71M3.2%+5.6%1.762%
10/17/2025 HM Payson & Co.10,855$743K0.0%-5.6%0.006%
10/17/2025 1900 Wealth Management LLC132,109$9.04M0.6%-0.9%0.079%
10/17/2025 WorthPointe LLC145,754$9.98M3.7%-0.4%0.087%
10/17/2025 FLC Capital Advisors137,725$9.43M1.8%-1.6%0.082%
10/17/2025 Archford Capital Strategies LLC9,688$663K0.1%-58.1%0.006%
10/17/2025 Maryland Capital Advisors Inc.45,146$3.09M1.1%+9.2%0.027%
10/17/2025 Clune & Associates LTD.232,682$15.93M4.0%-0.6%0.139%
10/17/2025 Enzi Wealth162,443$10.99M3.9%+0.7%0.097%
10/17/2025 Apella Capital LLC72,714$4.92M0.1%-1.7%0.043%
10/17/2025 Apollon Wealth Management LLC10,075$690K0.0%-1.5%0.006%
10/16/2025 180 Wealth Advisors LLC52,458$3.59M0.4%+14.0%0.031%
10/16/2025 New Hampshire Trust252,281$17.27M3.3%-23.2%0.151%
10/16/2025 Cordant Inc.72,346$4.95M2.2%+1.8%0.043%
10/16/2025 CRA Financial Services LLC9,437$646K0.1%-6.4%0.006%
10/16/2025 Blue Trust Inc.49,245$3.37M0.0%+2.8%0.029%
(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, 813 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), Index Fund Advisors Inc. ($400.96M), Bank of America Corp DE ($396.07M), Pure Financial Advisors LLC ($201.71M), TCI Wealth Advisors Inc. ($168.16M), and Alaska Permanent Fund Corp ($163.93M).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 721 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), ARK & TLK Investments LLC ($1.97M), Pure Financial Advisors LLC ($1.94M), 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 34,866,224 shares in the last 24 months. This purchase volume represents approximately $2.22B in transactions.

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

Of the 341 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. ($836.38K), 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), MassMutual Private Wealth & Trust FSB ($419.12K), and M Holdings Securities Inc. ($372.17K).

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

Institutional investors have sold a total of 9,580,285 shares in the last 24 months. This volume of shares sold represents approximately $605.96M in transactions.


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This page (NYSEARCA:DFAS) was last updated on 10/25/2025 by MarketBeat.com Staff
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