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

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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)
553
Total
Institutional Inflows
(last 12 months)
$2.34B
Number of
Institutional Sellers
(last 12 months)
288
Total
Institutional Outflows
(last 12 months)
$628.98M
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DFAS Institutional Buying and Selling by Quarter

Dimensional U.S. Small Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Tanager Wealth Management LLP388,887$24.78M2.9%-2.7%0.239%
7/18/2025Naples Global Advisors LLC18,647$1.19M0.1%+8.3%0.011%
7/18/2025Pure Financial Advisors LLC2,788,890$177.68M3.1%+4.9%1.713%
7/18/2025BSW Wealth Partners3,282$209K0.0%N/A0.002%
7/18/2025TruNorth Capital Management LLC57,728$3.68M0.8%-0.8%0.035%
7/18/2025Parkwoods Wealth Partners LLC218,378$13.91M8.0%+1.0%0.134%
7/18/2025Trust Co. of Vermont665$42K0.0%N/A0.000%
7/18/2025BCO Wealth Management LLC11,012$702K0.5%-12.5%0.007%
7/18/2025Forza Wealth Management LLC67,300$4.29M1.8%+9.3%0.041%
7/18/2025PBMares Wealth Management LLC235,285$14.99M2.7%-1.2%0.145%
7/18/2025Financial Consulate Inc.397,666$25.34M5.0%+12.1%0.244%
7/18/2025Truist Financial Corp475,846$30.32M0.0%-8.8%0.292%
7/18/2025Powers Advisory Group LLC22,698$1.45M0.6%+15.6%0.014%
7/18/2025FMB Wealth Management66,001$4.21M2.0%-1.8%0.041%
7/17/2025 MBA Advisors LLC82,636$5.27M2.4%+90.7%0.051%
7/17/2025 Elwood & Goetz Wealth Advisory Group LLC9,259$590K0.1%+9.4%0.006%
7/17/2025 DiNuzzo Private Wealth Inc.730,447$46.54M5.5%+3.7%0.453%
7/17/2025 Dopkins Wealth Management LLC44,057$2.81M1.3%-3.3%0.027%
7/17/2025 Capital Investment Advisors LLC8,670$552K0.0%-10.0%0.005%
7/17/2025 Claris Advisors LLC MO104,470$6.66M2.3%-11.1%0.065%
7/17/2025 Janney Montgomery Scott LLC22,742$1.45M0.0%+3.6%0.014%
7/17/2025 Smith Chas P & Associates PA Cpas10,045$640K0.0%+2.1%0.006%
7/17/2025 Elser Financial Planning Inc620,025$39.88M2.4%+3,085.0%0.384%
7/17/2025 Montis Financial LLC5,689$362K0.1%+3.2%0.004%
7/17/2025 Archford Capital Strategies LLC23,135$1.47M0.2%-12.0%0.014%
7/17/2025 Vermillion Wealth Management Inc.136,155$8.67M4.1%+28.9%0.084%
7/17/2025 First County Bank CT 13,739$875K0.5%+12.9%0.009%
7/17/2025 Global Trust Asset Management LLC1,333$85K0.0%+556.7%0.001%
7/17/2025 Heritage Investment Group Inc.451,597$28.77M5.0%-1.5%0.280%
7/17/2025 Mustard Seed Financial LLC5,267$336K0.2%+4.8%0.003%
7/17/2025 XY Planning Network Inc.5,698$363K0.1%+48.0%0.004%
7/17/2025 SC&H Financial Advisors Inc.56,473$3.60M0.6%-1.4%0.035%
7/16/2025 Midwest Heritage Bank FSB187,525$11.95M4.5%+0.4%0.116%
7/16/2025 Jentner Corp17,789$1.13M0.3%+57.6%0.011%
7/16/2025 Builder Investment Group Inc. ADV301,708$19.22M4.7%+1.9%0.187%
7/16/2025 Squire Investment Management Company LLC22,794$1.45M0.5%-3.4%0.014%
7/16/2025 Vestia Personal Wealth Advisors89,735$5.72M3.7%+19.2%0.056%
7/16/2025 Moisand Fitzgerald Tamayo LLC954,004$60.78M7.7%+7.3%0.591%
7/16/2025 BOS Asset Management LLC4,017$256K0.1%N/A0.002%
7/16/2025 Spinnaker Investment Group LLC170,011$10.83M2.5%-7.2%0.105%
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7/16/2025 Embree Financial Group44,696$2.85M0.4%+11.1%0.028%
7/16/2025 Strategic Investment Solutions Inc. IL48,948$3.12M0.9%-16.0%0.030%
7/16/2025 Five Oceans Advisors30,072$1.92M0.8%+7.5%0.019%
7/16/2025 TCI Wealth Advisors Inc.2,373,334$151.21M10.4%-3.6%1.471%
7/16/2025 CX Institutional19,273$1.23M0.0%-78.6%0.012%
7/16/2025 Pacific Sage Partners LLC133,095$8.48M1.7%+14.3%0.082%
7/16/2025 Plancorp LLC1,366,196$87.04M3.0%-2.4%0.846%
7/16/2025 Tassel Capital Management Inc.240,340$15.31M11.8%+63.8%0.149%
7/15/2025 Retirement Guys Formula LLC24,155$1.54M0.6%-1.2%0.015%
7/15/2025 Well Done LLC64,177$4.09M0.8%-1.9%0.040%
7/15/2025 Total Wealth Planning LLC13,195$841K0.1%+5.5%0.008%
7/15/2025 Mather Group LLC.45,308$2.89M0.0%+3.6%0.028%
7/15/2025 Evanson Asset Management LLC1,079,798$68.79M4.4%+0.4%0.669%
7/15/2025 Hartmann Taylor Wealth Management LLC28,247$1.80M1.5%+32.6%0.018%
7/15/2025 Lynch & Associates IN5,645$360K0.1%+7.1%0.003%
7/15/2025 Kraft Asset Management LLC61,640$3.93M3.7%-2.5%0.038%
7/15/2025 Bannerman Wealth Management Group LLC171,936$10.95M8.4%+2.0%0.107%
7/15/2025 Boyce & Associates Wealth Consulting Inc.6,508$415K0.4%-8.4%0.004%
7/15/2025 Maseco LLP320,679$20.42M0.8%N/A0.199%
7/15/2025 Axis Wealth Partners LLC17,275$1.10M0.7%+7.8%0.011%
7/15/2025 LVZ Inc.26,218$1.67M0.2%+5.5%0.016%
7/15/2025 Kwmg LLC459,207$29.26M2.7%+2.9%0.285%
7/15/2025 Cordant Inc.71,035$4.53M2.2%+4.9%0.044%
7/15/2025 CGN Advisors LLC145,124$9.25M0.8%+11.0%0.090%
7/14/2025 Kooman & Associates90,651$5.78M2.0%+2.6%0.056%
7/14/2025 AdvisorNet Financial Inc310,763$19.80M1.3%+18.9%0.193%
7/14/2025 Foster Group Inc.383,457$24.43M0.8%-4.8%0.238%
7/14/2025 McGlone Suttner Wealth Management Inc.199,638$12.72M1.9%+2.7%0.124%
7/14/2025 Ridgewood Investments LLC3,972$253K0.1%+197.1%0.002%
7/14/2025 Maryland Capital Advisors Inc.41,338$2.63M1.0%+25.9%0.026%
7/14/2025 U.S. Capital Wealth Advisors LLC15,743$1.00M0.0%-35.3%0.010%
7/14/2025 Narus Financial Partners LLC41,720$2.66M0.8%-16.2%0.026%
7/14/2025 Flagstar Advisors Inc.5,502$351K0.1%-31.7%0.003%
7/14/2025 Enzi Wealth161,238$10.55M3.9%+0.4%0.100%
7/14/2025 Park Avenue Securities LLC157,722$10.05M0.1%+22.9%0.098%
7/14/2025 Sowell Financial Services LLC8,713$555K0.0%-10.2%0.005%
7/14/2025 Physician Wealth Advisors Inc.64,106$4.08M0.6%+2.4%0.040%
7/11/2025 Quad Cities Investment Group LLC20,581$1.31M0.6%+10.4%0.013%
7/11/2025 Wealth Management Partners LLC35,438$2.30M0.8%N/A0.022%
7/11/2025 Colorado Capital Management Inc.143,403$9.14M3.9%-2.9%0.089%
7/11/2025 Meriwether Wealth & Planning LLC76,882$4.90M3.1%-29.8%0.048%
7/11/2025 Farther Finance Advisors LLC228,910$14.58M0.3%-11.7%0.142%
7/11/2025 Great Waters Wealth Management879,931$56.06M7.3%+3.0%0.547%
7/11/2025 CX Institutional19,273$1.23M0.0%-78.6%0.012%
7/11/2025 Andrews Lucia Wealth Management LLC90,987$5.80M3.8%-1.1%0.057%
7/11/2025 Rockwood Wealth Management LLC22,331$1.42M0.1%+139.3%0.014%
7/11/2025 Pioneer Wealth Management Group128,262$8.17M3.0%+6.8%0.080%
7/10/2025 Hurlow Wealth Management Group Inc.335,322$21.36M6.0%+10.2%0.208%
7/10/2025 Moody National Bank Trust Division42,641$2.72M0.2%+6.9%0.026%
7/10/2025 NorthCrest Asset Manangement LLC3,516$232K0.0%N/A0.002%
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7/10/2025 Wealth Enhancement Advisory Services LLC407,632$26.85M0.0%+4.7%0.253%
7/10/2025 Strathmore Capital Advisors Inc.43,088$2.83M1.3%N/A0.027%
7/9/2025 Intelligence Driven Advisers LLC44,225$2.82M0.4%+210.3%0.027%
7/9/2025 Aurelius Family Office LLC43,691$2.78M1.3%+1.1%0.027%
7/9/2025 Dynamic Advisor Solutions LLC256,649$16.35M0.5%+1.1%0.159%
7/9/2025 Graves Light Lenhart Wealth Inc.24,235$1.54M0.2%+19.0%0.015%
7/9/2025 StrongBox Wealth LLC36,988$2.36M0.9%+2.9%0.023%
7/9/2025 Divergent Planning LLC36,989$2.36M0.9%-92.2%0.023%
7/9/2025 Market Street Wealth Management Advisors LLC350,640$22.34M3.6%-0.2%0.218%
7/9/2025 GEM Asset Management LLC118,296$7.69M3.9%+3.7%0.074%
(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, 774 institutional investors and hedge funds held shares of Dimensional U.S. Small Cap ETF. The most heavily invested institutionals were Creative Planning ($727.15M), Northern Trust Corp ($476.48M), Index Fund Advisors Inc. ($349.59M), Bank of America Corp DE ($336.59M), 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 686 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), Alaska Permanent Fund Corp ($2.70M), Creative Planning ($2.30M), Elser Financial Planning Inc ($2.12M), Pure Financial Advisors LLC ($2.01M), ARK & TLK Investments LLC ($1.97M), 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 37,520,352 shares in the last 24 months. This purchase volume represents approximately $2.34B in transactions.

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

Of the 288 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: ARK & TLK Investments LLC ($1.86M), Index Fund Advisors Inc. ($944.44K), Elser Financial Planning Inc ($713.61K), Mercer Global Advisors Inc. ADV ($521.29K), Divergent Planning LLC ($434.58K), Beaird Harris Wealth Management LLC ($418.44K), 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 10,170,319 shares in the last 24 months. This volume of shares sold represents approximately $628.98M in transactions.



This page (NYSEARCA:DFAS) was last updated on 7/18/2025 by MarketBeat.com Staff
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