Who Owns Dimensional - US Small Cap ETF (DFAS)?Hedge Fund & Institutional Holders

$70.70+0.56 (+0.80%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$52.31$58.33$64.35$70.37$76.39Sep 24Jun 25Mar 26

DFAS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+22K+$460.5B
Midwest Trust CoNew Position+1.4M+$96.5B
Root Financial Partners, LLCNew Position+1.4M+$94.4B
Premier Financial GroupNew Position+1.2M+$82.8B
WASHINGTON TRUST BANKNew Position+1.2M+$80.5B
First Command Advisory Services, Inc.New Position+1.1M+$78.7B
Confluence Wealth Services, Inc.New Position+1.0M+$70.2B
Vise Technologies, Inc.Increased+861K+$59.8B
MassMutual Private Wealth & Trust, FSBNew Position+760K+$53.0B
Stordahl Capital Management, Inc.New Position+721K+$50.3B
Wealth Management NebraskaNew Position+704K+$49.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+654K+$45.0B
SAX WEALTH ADVISORS, LLCNew Position+548K+$38.2B
Austin Asset Management Co IncNew Position+473K+$32.9B
PHILLIPS FINANCIAL MANAGEMENT, LLCNew Position+465K+$32.4B

DFAS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Plancorp, LLCDecreased-19K-$90.6B
CHOREO, LLCDecreased-8K-$25.1B
Bouchey Financial Group LtdDecreased-328K-$22.3B
Dynamic Advisor Solutions LLCDecreased-56K-$17.7B
FIRST NATIONAL TRUST CODecreased-240K-$16.4B
One Capital Management, LLCDecreased-9K-$11.6B
Allworth Financial LPDecreased-2K-$11.5B
Larson Financial Group LLCDecreased-9K-$8.2B
NewEdge Advisors, LLCDecreased-5K-$6.7B
Zhang Financial LLCDecreased-59-$6.1B
Meriwether Wealth & Planning, LLCClosed Position-79K-$5.4B
Atria Investments, IncClosed Position-70K-$4.8B
SYNOVUS FINANCIAL CORPClosed Position-65K-$4.4B
Main Street Financial Solutions, LLCClosed Position-62K-$4.2B
TWO SIGMA INVESTMENTS, LPDecreased-45K-$3.9B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NORTHERN TRUST CORP7,095,666$494.0B62.98%Share
2BANK OF AMERICA CORP /DE/4,483,127$312.0B22.70%Share
3Focus Partners Wealth3,517,043$245.0B279.22%Share
4BANK OF AMERICA CORP /DE/1,665,286$116.0B8.44%Share
5Midwest Trust Co1,384,944$96.5B1203.92%Share
6Root Financial Partners, LLC1,355,176$94.4B4.82%Share
7Vise Technologies, Inc.1,257,727$87.0B1704.55%Share
8Premier Financial Group1,182,919$82.8B21.59%Share
9Evanson Asset Management, LLC1,162,402$81.0B4.37%Share
10ROYAL BANK OF CANADA1,142,605$79.0B12.85%Share
11WASHINGTON TRUST BANK1,133,112$78.9B5.53%Share
12First Command Advisory Services, Inc.1,130,069$78.7B548.71%Share
13MERCER GLOBAL ADVISORS INC /ADV1,118,981$77.0B117.38%Share
14Great Waters Wealth Management1,049,586$73.1B8.04%Share
15Confluence Wealth Services, Inc.1,006,896$70.2B2.91%Share
16BANK OF MONTREAL /CAN/1,006,928$70.0B24.24%Share
17NORTHERN TRUST CORP1,007,284$70.0B8.92%Share
18Sageworth Trust Co968,342$67.5B2.89%Share
19UBS Group AG919,104$64.0B10.38%Share
20MassMutual Private Wealth & Trust, FSB760,466$53.0B1.36%Share
21DiNuzzo Private Wealth, Inc.735,392$51.2B5.57%Share
22Stordahl Capital Management, Inc.721,406$50.3B10.35%Share
23Wealth Management Nebraska704,276$49.1B5.61%Share
24BROWN ADVISORY INC665,724$46.0B64.18%Share
25COMMONWEALTH EQUITY SERVICES, LLC654,144$45.0B59.99%Share
26DIXON FNANCIAL SERVICES, INC.561,605$39.1B17.35%Share
27Beaird Harris Wealth Management, LLC555,086$38.7B2.66%Share
28SAX WEALTH ADVISORS, LLC548,487$38.2B1.80%Share
29RAYMOND JAMES FINANCIAL INC482,819$33.0B10.27%Share
30Austin Asset Management Co Inc472,914$32.9B5.41%Share
31PHILLIPS FINANCIAL MANAGEMENT, LLC465,214$32.4B2.09%Share
32Hurlow Wealth Management Group, Inc.448,766$31.3B7.65%Share
33Heritage Investment Group, Inc.443,051$30.9B4.70%Share
34Heritage Wealth Management, Inc./Texas427,125$29.8B12.91%Share
35ACORN CREEK CAPITAL LLC425,052$29.6B10.64%Share
36RAYMOND JAMES FINANCIAL INC419,719$29.0B9.02%Share
37DecisionPoint Financial, LLC414,750$28.9B6.36%Share
38Tanager Wealth Management LLP408,871$28.5B2.84%Share
39BANK OF AMERICA CORP /DE/393,972$27.0B1.96%Share
40COMERICA BANK370,478$25.8B102.98%Share
41Divergent Planning, LLC361,021$25.4B6.49%Share
42Disciplined Equity Management, Inc.350,232$24.4B12.64%Share
43Foster Group, Inc.332,181$23.1B0.70%Share
44Your Advocates Ltd., LLP329,790$23.0B7.50%Share
45Farther Finance Advisors, LLC319,942$22.3B238.82%Share
46BUILDER INVESTMENT GROUP INC /ADV318,809$22.2B4.80%Share
47Stadion Money Management, LLC317,163$22.1B1.79%Share
48Planning Center, Inc.313,146$21.8B2.23%Share
49MASECO LLP298,511$20.8B0.91%Share
50Timonier Family Office, LTD.296,472$20.7B6.56%Share

DFAS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025832$5.0T+441
Q3 2025391$4.9T-315
Q2 2025706$6.2T-32
Q1 2025738$6.2T+181
Q4 2024557$884.2T+172
Q3 2024385$1265.7T+14
Q2 2024371$939.4T+13
Q1 2024358$870.0T—

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As of Q4 2025, 50 institutional investors hold DFAS (Dimensional - US Small Cap ETF). The largest holder is NORTHERN TRUST CORP with $494.0B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own DFAS?

As of Q4 2025, 50 institutional investors report holding DFAS (Dimensional - US Small Cap ETF) in their 13F filings.

Who is the largest institutional holder of DFAS?

The largest institutional holder of DFAS is NORTHERN TRUST CORP with $494.0B in shares.

Is institutional ownership of DFAS increasing or decreasing?

This quarter, 13 institutions opened new positions in DFAS and 4 closed their positions.