Dimensional US Small Cap ETFDFASETF
13F holders, Q2 2026 (June 30)915holders +23
56new positions
29sold out
2famous investors
$82.19avg. 13F price*
At the end of Q2 2026, 915 institutions reported holding Dimensional US Small Cap ETF (DFAS) in their 13F filings, up 23 from Q1 2026. 56 opened new positions and 29 sold out. The largest holders were Creative Planning ($2.3B), Northern Trust Corp. ($778.1M) and Bank of America Corp. ($561.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Dimensional US Small Cap ETF
- CUSIP
- 25434V500
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $57.8M |
| Exits | 29 | $24.7M |
All 13F filers, Q1 2026 → Q2 2026: 9,293,436 shares bought and 2,441,242 shares sold, net +6,852,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 915 holders
| Creative Planning | 1.34% | Add +6.1% | 27,823,389 | $2.3B |
| Northern Trust Corp. | 0.09% | Add +2.8% | 9,449,673 | $778.1M |
| Bank of America Corp. | 0.04% | Add +3.1% | 6,821,323 | $561.7M |
| Index Fund Advisors, Inc. | 19.25% | Reduce -0.2% | 5,887,790 | $484.8M |
| Focus Partners Wealth | 0.28% | Reduce -5.0% | 3,276,884 | $269.8M |
| Pure Financial Advisors, LLC | 3.45% | Add +2.0% | 3,262,743 | $268.7M |
| TCI Wealth Advisors, Inc. | 10.05% | Add +8.7% | 2,820,974 | $232.3M |
| Root Financial Partners, LLC | 7.45% | Add +46.9% | 2,329,592 | $191.8M |
| Vise Technologies, Inc. | 2.09% | Add +77.9% | 2,237,685 | $184.3M |
| Envestnet Asset Management Inc. | 0.04% | Add +8.8% | 1,874,508 | $154.3M |
| Mercer Global Advisors Inc. | 0.15% | Add +10.9% | 1,506,590 | $124.1M |
| Midwest Trust Co | 1.24% | Reduce -3.5% | 1,328,794 | $109.4M |
| Savant Capital, LLC | 0.31% | Add +17.1% | 1,279,755 | $105.4M |
| Bank of Montreal | 0.04% | Add +2.9% | 1,248,027 | $102.8M |
| Confluence Wealth Services, Inc. | 2.91% | Add +18.4% | 1,235,907 | $101.8M |
| Plancorp, LLC | 2.46% | Reduce -1.9% | 1,246,691 | $100.6M |
| Evanson Financial, LLC | 4.91% | — | 1,217,796 | $100.3M |
| Royal Bank of Canada | 0.02% | Reduce -1.9% | 1,200,879 | $98.9M |
| Premier Financial Group | 19.51% | Reduce -0.3% | 1,178,528 | $97.0M |
| Great Waters Wealth Management | 8.77% | Add +4.9% | 1,150,130 | $94.7M |
| HighTower Advisors, LLC | 0.09% | Add +13.2% | 1,127,524 | $92.8M |
| Raymond James Financial Inc. | 0.03% | Add +9.7% | 1,127,165 | $92.8M |
| Washington Trust Bank | 6.42% | Reduce -2.2% | 1,115,723 | $91.9M |
| UBS Group AG | 0.01% | Add +5.2% | 1,067,070 | $87.9M |
| Moisand Fitzgerald Tamayo, LLC | 7.88% | Add +0.9% | 979,623 | $80.7M |
| Focus Partners Advisor Solutions, LLC | 0.66% | Add +0.4% | 943,404 | $77.7M |
| LPL Financial LLC | 0.02% | Add +5.4% | 942,761 | $77.6M |
| Sageworth Trust Co | 2.98% | Reduce -5.0% | 919,443 | $75.7M |
| Pathstone Holdings, LLC | 0.22% | Add +6.3% | 908,781 | $74.8M |
| DAVENPORT & Co LLC | 0.38% | Add +19.4% | 901,285 | $74.2M |
| First Command Advisory Services, Inc. | 0.43% | Reduce -18.8% | 887,282 | $73.0M |
| Brown Advisory Inc. | 0.11% | Add +11.2% | 878,685 | $72.4M |
| Bernicke Wealth Management, Ltd. | 7.97% | Add +2.0% | 833,700 | $68.6M |
| Bleakley Financial Group, LLC | 0.86% | Add +9.3% | 820,209 | $67.5M |
| Wealth Management Nebraska | 5.94% | Add +7.7% | 808,407 | $66.6M |
| Stordahl Capital Management, Inc. | 10.92% | Add +1.8% | 724,321 | $59.6M |
| MassMutual Private Wealth & Trust, FSB | 1.53% | Reduce -2.2% | 719,308 | $59.2M |
| DiNuzzo Private Wealth, Inc. | 5.86% | Reduce -2.2% | 719,169 | $59.2M |
| Cerity Partners LLC | 0.07% | Add +23.9% | 704,902 | $58.0M |
| Mariner, LLC | 0.06% | Add +6.1% | 685,880 | $56.5M |
| Cetera Investment Advisers | 0.05% | Add +6.1% | 679,277 | $55.9M |
| EP Wealth Advisors, LLC | 0.21% | Reduce -0.1% | 676,193 | $55.7M |
| Commonwealth Equity Services, LLC | 0.07% | Add +0.0% | 673,027 | $55.4M |
| Chicago Partners Investment Group LLC | 1.10% | Add +0.5% | 684,518 | $55.1M |
| Three Arch Wealth Management LLC | 7.86% | Reduce -1.3% | 622,027 | $51.2M |
| Dixon Fnancial Services, Inc. | 18.47% | Reduce -0.7% | 553,678 | $45.6M |
| Thrivent Financial for Lutherans | 0.08% | Add +13.9% | 549,404 | $45.2M |
| Elser Financial Planning, Inc | 1.93% | Reduce -2.9% | 539,346 | $44.4M |
| Sax Wealth Advisors, LLC | 1.75% | Add +10.1% | 603,275 | $42.9M |
| Truist Financial Corp. | 0.05% | Reduce -12.8% | 516,155 | $42.5M |
| Modera Wealth Management, LLC | 0.45% | Add +0.8% | 511,559 | $42.1M |
| Kwmg, LLC | 3.04% | Add +3.4% | 511,517 | $42.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +4.1% | 511,228 | $42.1M |
| Beaird Harris Wealth Management, LLC | 2.61% | Reduce -4.6% | 505,291 | $41.6M |
| Hurlow Wealth Management Group, Inc. | 8.64% | Add +5.0% | 504,189 | $41.5M |
| Corient Private Wealth LP | 0.06% | Reduce -17.0% | 493,378 | $40.6M |
| Osaic Holdings, Inc. | 0.05% | Add +8.8% | 492,155 | $40.5M |
| Richard Young Associates, Ltd. | 25.38% | Add +0.7% | 463,838 | $38.2M |
| DecisionPoint Financial, LLC | 6.86% | Add +6.5% | 451,314 | $37.0M |
| Austin Asset Management Co Inc | 5.26% | Reduce -3.2% | 447,771 | $36.9M |
| Heritage Investment Group, Inc. | 4.79% | Reduce -1.8% | 433,167 | $35.7M |
| Financial Consulate, Inc. | 3.97% | Add +2.5% | 433,095 | $35.7M |
| Heritage Wealth Management, Inc./Texas | 13.52% | Reduce -1.8% | 426,641 | $35.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +8.9% | 420,588 | $34.6M |
| Sequoia Financial Advisors, LLC | 0.17% | Reduce -2.2% | 420,312 | $34.6M |
| Phillips Financial Management, LLC | 2.53% | Reduce -3.6% | 418,581 | $34.5M |
| Jones Financial Companies LLLP | 0.01% | Add +29.6% | 399,583 | $32.7M |
| Acorn Creek Capital LLC | 10.79% | Reduce -8.3% | 392,045 | $32.3M |
| Farther Finance Advisors, LLC | 0.25% | Add +1.8% | 388,136 | $32.0M |
| Captrust Financial Advisors | 0.05% | Add +1.8% | 368,474 | $30.3M |
| Tanager Wealth Management LLP | 2.63% | Reduce -5.9% | 366,497 | $30.2M |
| Disciplined Equity Management, Inc. | 13.34% | Add +4.7% | 365,926 | $30.1M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +0.5% | 361,150 | $29.7M |
| Assetmark, Inc. | 0.05% | Add +12070.6% | 359,277 | $29.6M |
| Choreo, LLC | 0.32% | Reduce -0.3% | 358,848 | $29.5M |
| Fifth Third Bancorp | 0.05% | Reduce -8.4% | 358,595 | $29.5M |
| Market Street Wealth Management Advisors LLC | 4.16% | Add +0.6% | 354,823 | $29.2M |
| Apella Capital, LLC | 0.41% | Add +1.8% | 357,928 | $29.0M |
| Your Advocates Ltd., LLP | 8.18% | Add +0.3% | 347,763 | $28.6M |
| Tillman Hartley LLC | 6.33% | Add +1.9% | 342,420 | $28.2M |
| Guardian Wealth Management, LLC | 7.81% | Reduce -0.6% | 338,393 | $27.9M |
| Builder Investment Group Inc. | 5.30% | Add +2.9% | 324,817 | $26.7M |
| Foster Group, Inc. | 0.70% | Reduce -0.8% | 321,166 | $26.4M |
| Advisory Alpha, LLC | 0.65% | Add +7.8% | 320,063 | $26.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.38% | Add +0.0% | 317,417 | $26.1M |
| Tilson Financial Group, Inc. | 7.13% | Add +1.9% | 314,786 | $25.9M |
| Jackson Thornton Wealth Management, LLC | 2.01% | Reduce -0.6% | 309,328 | $25.5M |
| Parkwoods Wealth Partners, LLC | 4.03% | Add +5.5% | 304,730 | $25.1M |
| Timonier Family Office, LTD. | 7.04% | — | 302,816 | $24.9M |
| Mission Wealth Management, LP | 0.31% | Add +3.3% | 301,920 | $24.9M |
| Planning Center, Inc. | 2.33% | Add +0.0% | 300,501 | $24.7M |
| Forum Private Client Group LLC | 7.31% | Add +0.9% | 298,118 | $24.5M |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 295,411 | $24.3M |
| PCA Investment Advisory Services Inc. | 6.79% | Reduce -7.2% | 295,304 | $24.3M |
| Pinney & Scofield, Inc. | 11.71% | Reduce -0.5% | 290,953 | $24.0M |
| Hill Island Financial LLC | 5.09% | Add +1.8% | 289,884 | $23.9M |
| Pillar Financial Advisors, LLC | 12.48% | Reduce -0.0% | 289,794 | $23.9M |
| Monograph Wealth Advisors, LLC | 1.94% | Add +6.1% | 286,224 | $23.6M |
| McNamara Financial Services, Inc. | 4.02% | Reduce -0.2% | 283,052 | $23.3M |
| Maseco LLP | 0.65% | Reduce -1.7% | 282,786 | $23.3M |
"% of holder's portfolio" is DFAS's weight in each manager's 13F, not the share of Dimensional US Small Cap ETF the manager owns.