DIMENSIONAL US SMALL CAP ETF DFAS
$81.53
-0.7% 52w: $64.55 – $82.34
Latest 13F among current holders filed 21 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data64.5573.4582.34
Aug 18, 2025 Jul 2, 2026
Institutional holders
890
+19 QoQ
13F value
$10.52B
+6.0% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $6K puts
Institutional value by quarter
Number of holders
Who owns DFAS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Creative Planning | Wealth advisor | 26.2M | $1.87B | 1.3% | +5.6% |
| NORTHERN TRUST CORP | Index provider | 9.2M | $653.9M | 0.1% | +13.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 6.6M | $470.8M | 0.0% | -0.2% |
| Index Fund Advisors, Inc. | Wealth advisor | 5.9M | $419.7M | 18.9% | +1.0% |
| Focus Partners Wealth | Wealth advisor | 3.4M | $249.9M | 0.3% | -2.0% |
| Pure Financial Advisors, LLC | Wealth advisor | 3.2M | $227.5M | 3.3% | +3.0% |
| TCI Wealth Advisors, Inc. | Wealth advisor | 2.6M | $184.6M | 9.8% | +1.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.7M | $122.5M | 0.0% | +11.0% |
| Root Financial Partners, LLC | Wealth advisor | 1.6M | $112.8M | 5.2% | +17.1% |
| Midwest Trust Co | Other | 1.4M | $97.9M | 1.2% | -0.6% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.4M | $96.6M | 0.1% | +21.4% |
| Plancorp, LLC | Wealth advisor | 1.3M | $94.2M | 2.7% | -2.8% |
| Vise Technologies, Inc. | Wealth advisor | 1.3M | $87.6M | 1.7% | Held |
| ROYAL BANK OF CANADA | Bank broker | 1.2M | $87.1M | 0.0% | +4.9% |
| BANK OF MONTREAL /CAN/ | Bank broker | 1.2M | $86.2M | 0.0% | +18.7% |
| Evanson Asset Management, LLC | Wealth advisor | 1.2M | $86.1M | 4.6% | +4.2% |
| Premier Financial Group | Wealth advisor | 1.2M | $85.3M | 14.5% | 0.0% |
| Washington Trust Bank | Other | 1.1M | $81.2M | 6.0% | -1.2% |
| Great Waters Wealth Management | Wealth advisor | 1.1M | $78.0M | 8.3% | +4.5% |
| Savant Capital, LLC | Wealth advisor | 1.1M | $77.7M | 0.4% | -8.1% |
| First Command Advisory Services, Inc. | Wealth advisor | 1.1M | $77.7M | 0.5% | -3.4% |
| Confluence Wealth Services, Inc. | Wealth advisor | 1.0M | $74.2M | 2.9% | +3.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.0M | $73.1M | 0.0% | +12.6% |
| UBS Group AG | Bank broker | 1.0M | $72.1M | 0.0% | +10.3% |
| HighTower Advisors, LLC | Diversified mechanical | 996.3K | $70.9M | 0.1% | -0.3% |
| Moisand Fitzgerald Tamayo, LLC | Wealth advisor | 970.4K | $69.0M | 7.4% | +0.4% |
| Sageworth Trust Co | Wealth advisor | 967.8K | $68.8M | 3.0% | -0.1% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 940.0K | $66.7M | 0.7% | +12.0% |
| LPL Financial LLC | Bank broker | 894.7K | $63.6M | 0.0% | +0.6% |
| Pathstone Holdings, LLC | Diversified mechanical | 854.6K | $60.8M | 0.2% | +48.0% |
| Bernicke Wealth Management, Ltd. | — | 817.1K | $58.1M | 7.5% | -1.7% |
| BROWN ADVISORY INC | Diversified mechanical | 790.1K | $56.2M | 0.1% | +9.9% |
| DAVENPORT & Co LLC | Diversified mechanical | 754.7K | $53.7M | 0.3% | +19.4% |
| Wealth Management Nebraska | Wealth advisor | 750.4K | $53.4M | 5.4% | +6.5% |
| Bleakley Financial Group, LLC | Wealth advisor | 750.2K | $53.4M | 0.8% | +21.3% |
| Chicago Partners Investment Group LLC | Wealth advisor | 681.4K | $52.5M | 1.2% | +2.1% |
| DiNuzzo Private Wealth, Inc. | Wealth advisor | 735.5K | $52.3M | — | 0.0% |
| MassMutual Private Wealth & Trust, FSB | Diversified mechanical | 735.4K | $52.3M | 1.4% | -3.3% |
| Stordahl Capital Management, Inc. | Wealth advisor | 711.9K | $50.6M | 10.4% | -1.3% |
| EP Wealth Advisors, LLC | Wealth advisor | 677.2K | $48.2M | 0.2% | +118.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 672.9K | $47.9M | 0.1% | +2.9% |
| Mariner, LLC | Diversified mechanical | 646.3K | $46.0M | 0.1% | -4.5% |
| Cetera Investment Advisers | Wealth advisor | 640.1K | $45.5M | 0.0% | +6.6% |
| Three Arch Wealth Management LLC | Wealth advisor | 630.1K | $44.8M | — | -1.7% |
| Corient Private Wealth LLC | Diversified mechanical | 594.7K | $42.3M | 0.1% | -50.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 591.8K | $42.1M | 0.1% | +25.7% |
| Cerity Partners LLC | Diversified mechanical | 568.9K | $40.5M | 0.1% | +3.9% |
| DIXON FNANCIAL SERVICES, INC. | Wealth advisor | 557.5K | $39.7M | — | -0.7% |
| Elser Financial Planning, Inc | Other | 555.7K | $39.4M | 1.9% | +2754.4% |
| SAX WEALTH ADVISORS, LLC | Wealth advisor | 547.7K | $38.2M | 1.8% | -0.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.