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

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$61.34
-0.22 (-0.36%)
(As of 05/10/2024 08:54 PM 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)
395
Total
Institutional Inflows
(last 12 months)
$1.56B
Number of
Institutional Sellers
(last 12 months)
194
Total
Institutional Outflows
(last 12 months)
$191.19M
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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
5/11/2024Jacobi Capital Management LLC9,153$571K0.1%+23.4%0.007%
5/10/2024Osaic Holdings Inc.185,298$11.55M0.0%+6.9%0.142%
5/10/2024TIAA Trust National Association29,230$1.82M0.0%-9.3%0.022%
5/10/2024First Foundation Advisors3,444$215K0.0%N/A0.003%
5/10/2024Pinkerton Retirement Specialists LLC73,051$4.55M0.7%+8.8%0.056%
5/10/2024Prevail Innovative Wealth Advisors LLC12,348$770K0.3%+10.2%0.009%
5/10/2024ARK & TLK Investments LLC1,872,511$116.73M37.5%-4.7%1.439%
5/9/2024 Forum Financial Management LP135,791$8.47M0.1%-0.2%0.104%
5/9/2024 Orion Portfolio Solutions LLC13,281$828K0.0%+13.7%0.010%
5/9/2024 HBK Sorce Advisory LLC6,209$387K0.0%N/A0.005%
5/9/2024 Kingsview Wealth Management LLC14,786$922K0.0%+1.3%0.011%
5/9/2024 Angeles Wealth Management LLC975$61K0.0%-55.2%0.001%
5/8/2024 Avantax Advisory Services Inc.51,207$3.19M0.0%+10.1%0.039%
5/8/2024 US Bancorp DE10,660$665K0.0%-8.7%0.008%
5/8/2024 QRG Capital Management Inc.3,292$205K0.0%-24.3%0.003%
5/8/2024 Tranquility Partners LLC3,230$201K0.1%N/A0.002%
5/7/2024 Bedel Financial Consulting Inc.15,256$951K0.1%+5.0%0.012%
5/7/2024 TCI Wealth Advisors Inc.2,157,950$134.53M13.3%+2.5%1.659%
5/7/2024 49 Wealth Management LLC33,410$2.06M0.4%+2.0%0.026%
5/7/2024 Smithfield Trust Co4,725$294K0.0%+209.8%0.004%
5/7/2024 Oppenheimer & Co. Inc.7,387$461K0.0%N/A0.006%
5/7/2024 PFG Advisors41,252$2.57M0.2%+6.3%0.032%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management300,224$18.72M0.6%+0.1%0.231%
5/7/2024 Karpas Strategies LLC15,030$937K0.3%+21.3%0.012%
5/7/2024 Empowered Funds LLC230,709$14.38M0.3%N/A0.177%
5/7/2024 Stokes Family Office LLC3,930$245K0.0%-20.3%0.003%
5/6/2024 Envestnet Portfolio Solutions Inc.54,715$3.41M0.0%-2.1%0.042%
5/6/2024 Ruedi Wealth Management Inc.103,678$6.46M2.7%+1.6%0.080%
5/6/2024 Advisory Alpha LLC84,376$5.26M0.2%+2.4%0.065%
5/6/2024DiNuzzo Private Wealth Inc.723,780$45.12M6.1%+0.1%0.556%
5/4/2024 Financial Connections Group Inc.48,033$3.00M3.3%-13.7%0.037%
5/4/2024 Disciplined Equity Management Inc.292,761$18.25M12.1%+2.2%0.226%
5/4/2024 Geneos Wealth Management Inc.7,026$438K0.0%-7.7%0.005%
5/3/2024 VeraBank N.A.84,462$5.27M1.6%+8.1%0.065%
5/3/2024 Avidian Wealth Solutions LLC20,075$1.25M0.1%N/A0.015%
5/3/2024 Larson Financial Group LLC230,127$14.35M1.1%-6.7%0.177%
5/3/2024 Rehmann Capital Advisory Group28,857$1.80M0.1%+14.2%0.022%
5/3/2024 Lutz Financial Services LLC228,718$14.26M1.2%+0.2%0.176%
5/3/2024 Meridian Management Co.3,222$201K0.1%N/A0.002%
5/3/2024 Whittier Trust Co.20,198$1.26M0.0%-79.3%0.016%
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5/2/2024 First Command Advisory Services Inc.904,011$56.36M0.6%+7.1%0.696%
5/2/2024 USAdvisors Wealth Management LLC15,045$933K0.4%-4.5%0.012%
5/2/2024 Blume Capital Management Inc.45,764$2.85M0.7%+1.8%0.035%
5/2/2024 Financial Counselors Inc.1,492,598$93.05M1.6%+2.8%1.150%
5/2/2024 Hardy Reed LLC94,954$5.92M0.7%+2.8%0.073%
5/2/2024 Quent Capital LLC1,969$123K0.0%+12.7%0.002%
5/2/2024 Elevate Wealth Advisory Inc.29,676$1.85M1.6%-1.3%0.023%
5/2/2024 Choreo LLC447,774$27.91M0.7%-3.9%0.345%
5/2/2024 ESG Planning DBA Harper Investing18,706$1.17M1.4%N/A0.014%
5/1/2024 Tanager Wealth Management LLP324,291$20.22M3.3%+7.3%0.250%
5/1/2024 Cherry Tree Wealth Management LLC23,332$1.46M0.4%-0.7%0.018%
5/1/2024 Janney Montgomery Scott LLC19,157$1.19M0.0%+6.6%0.015%
5/1/2024 Blue Trust Inc.32,536$2.03M0.0%+14.3%0.025%
5/1/2024 Colony Family Offices LLC9,490$592K0.2%+4.4%0.007%
5/1/2024 Mission Wealth Management LP209,052$13.03M0.3%+7.1%0.161%
5/1/2024 Bridgewater Advisors Inc.138,276$8.62M1.3%-1.0%0.107%
5/1/2024 Stegent Equity Advisors Inc.6,912$431K0.4%-4.5%0.005%
5/1/2024 Envision Financial Planning LLC85,970$5.36M4.3%+7.4%0.066%
5/1/2024 Sequoia Financial Advisors LLC466,698$29.09M0.4%+1.0%0.360%
5/1/2024 Diversify Advisory Services LLC5,662$349K0.0%N/A0.004%
5/1/2024 DecisionPoint Financial LLC236,919$14.05M5.6%+12.3%0.183%
4/30/2024 Private Advisor Group LLC77,976$4.86M0.0%+11.0%0.060%
4/30/2024 J.W. Cole Advisors Inc.19,085$1.18M0.1%+8.6%0.015%
4/30/2024 Granite Harbor Advisors Inc.150,161$9.36M6.4%+2.6%0.116%
4/30/2024 Hartline Investment Corp11,278$703K0.1%N/A0.009%
4/30/2024 Valued Wealth Advisors LLC1,405$88K0.1%+56.5%0.001%
4/30/2024 RF&L Wealth Management LLC94,640$5.90M4.5%-5.4%0.073%
4/30/2024Concord Wealth Partners33,150$2.07M0.4%+10.3%0.026%
4/30/2024 JMG Financial Group Ltd.67,212$4.19M0.2%+30.0%0.052%
4/30/2024 Naples Global Advisors LLC15,675$977K0.1%+12.4%0.012%
4/30/2024 Investment Advisory Group LLC51,385$3.20M1.3%+14.5%0.040%
4/30/2024 M Financial Asset Management Inc.79,777$4.97M14.5%-0.3%0.061%
4/29/2024Commonwealth Equity Services LLC647,697$40.38M0.1%-0.2%0.499%
4/29/2024 FAS Wealth Partners Inc.644$40K0.0%+49.4%0.000%
4/29/2024 Wealthspan Partners LLC35,567$2.22M1.3%+90.4%0.027%
4/29/2024 PBMares Wealth Management LLC133,524$8.32M2.2%+3.1%0.103%
4/27/2024 Glass Jacobson Investment Advisors llc48,987$3.05M1.1%-0.8%0.038%
4/27/2024 Capital Performance Advisors LLP145,253$9.06M3.5%-0.8%0.112%
4/27/2024 Austin Asset Management Co Inc486,126$30.31M6.7%+2.0%0.375%
4/26/2024 First National Trust Co363,160$22.64M0.9%-2.7%0.280%
4/26/2024 Chicago Partners Investment Group LLC462,778$27.49M1.2%+13.2%0.357%
4/26/2024 Heritage Wealth Management Inc. Texas309,243$19.28M12.5%+2.9%0.238%
4/26/2024 Financial Insights Inc.19,271$1.20M0.3%-12.0%0.015%
4/26/2024 Claris Advisors LLC MO104,842$6.54M3.3%-1.3%0.081%
4/26/2024 Oakwell Private Wealth Management LLC3,353$209K0.1%N/A0.003%
4/25/2024 Mendota Financial Group LLC136,938$8.54M5.0%+342.7%0.105%
4/25/2024 BCM Advisors LLC29,942$1.78M0.5%+61.7%0.023%
4/25/2024 Capital Investment Advisory Services LLC10,124$631K0.1%+521.1%0.008%
4/25/2024 Armor Investment Advisors LLC185,901$11.59M5.6%+10.8%0.143%
4/25/2024 Valeo Financial Advisors LLC17,808$1.06M0.0%+9.3%0.014%
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4/25/2024 Tilson Financial Group Inc.257,433$16.05M8.6%+15.7%0.198%
4/25/2024 Keb Asset Management LLC125,711$7.84M2.7%-1.1%0.097%
4/25/2024 IFG Advisors LLC11,131$694K0.2%-3.3%0.009%
4/25/2024 Cambridge Investment Research Advisors Inc.152,326$9.50M0.0%+24.3%0.117%
4/24/2024 Zhang Financial LLC98,190$6.12M0.5%+1.0%0.076%
4/24/2024 1900 Wealth Management LLC140,436$8.76M0.8%-1.8%0.108%
4/24/2024 Acorn Creek Capital LLC108,595$6.77M4.3%+4.8%0.084%
4/24/2024 Greenspring Advisors LLC8,448$527K0.1%N/A0.007%
4/24/2024 Archford Capital Strategies LLC50,875$3.17M0.5%N/A0.039%
4/24/2024 Spire Wealth Management132,515$8.26M0.3%+1.4%0.102%
(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, 554 institutional investors and hedge funds held shares of Dimensional U.S. Small Cap ETF. The most heavily invested institutionals were TFO Wealth Partners LLC ($7.98B), Creative Planning ($637.98M), Northern Trust Corp ($358.54M), Index Fund Advisors Inc. ($354.74M), Alaska Permanent Fund Corp ($168.54M), Buckingham Strategic Wealth LLC ($155.88M), and Envestnet Asset Management Inc. ($138.63M).Learn more on DFAS's institutional investors.

Which institutional investors have been buying Dimensional U.S. Small Cap ETF stock?

Of the 498 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: Alaska Permanent Fund Corp ($5.39M), Creative Planning ($3.80M), ARK & TLK Investments LLC ($1.97M), Financial Counselors Inc. ($1.41M), Sageworth Trust Co ($967.88K), Massmutual Trust Co. FSB ADV ($964.67K), and First Command Advisory Services Inc. ($904.01K).

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

Institutional investors have bought a total of 48,323,711 shares in the last 24 months. This purchase volume represents approximately $2.61B in transactions.

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

Of the 256 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: Carlson Capital Management ($439.65K), Index Fund Advisors Inc. ($388.43K), Resource Consulting Group Inc. ($386.63K), Bouchey Financial Group Ltd ($219.63K), Modera Wealth Management LLC ($217.61K), Stokes Family Office LLC ($207.90K), and Avantax Advisory Services Inc. ($199.71K).

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

Institutional investors have sold a total of 6,129,243 shares in the last 24 months. This volume of shares sold represents approximately $332.54M in transactions.


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This page (NYSEARCA:DFAS) was last updated on 5/13/2024 by MarketBeat.com Staff

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