Dimensional US Small Cap ETFDFASETF
13F holders, Q1 2024 (March 31)607holders
2famous investors
$61.70avg. 13F price*
At the end of Q1 2024, 607 institutions reported holding Dimensional US Small Cap ETF (DFAS) in their 13F filings. The largest holders were Creative Planning ($668.7M), Index Fund Advisors, Inc. ($423.6M) and Northern Trust Corp. ($383.2M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $110.6M |
| Exits | 18 | $18.6M |
Ownership 607 holders
| Creative Planning | 0.74% | Add +0.2% | 10,725,965 | $668.7M |
| Index Fund Advisors, Inc. | 23.39% | Reduce -0.4% | 6,795,372 | $423.6M |
| Northern Trust Corp. | 0.07% | Add +2.2% | 6,147,418 | $383.2M |
| Bank of America Corp. | 0.03% | Add +6.4% | 4,246,840 | $264.7M |
| Buckingham Strategic Wealth, LLC | 1.79% | Add +4.3% | 2,726,444 | $170.0M |
| Alaska Permanent Fund Corp | 2.48% | Add +14.0% | 2,703,619 | $168.5M |
| Envestnet Asset Management Inc. | 0.06% | Add +2.5% | 2,384,497 | $148.6M |
| TCI Wealth Advisors, Inc. | 13.26% | Add +2.5% | 2,157,950 | $134.5M |
| Financial Counselors Inc. | 1.57% | Add +2.8% | 1,492,598 | $93.0M |
| Plancorp, LLC | 4.00% | Reduce -2.0% | 1,479,299 | $92.2M |
| Mercer Global Advisors Inc. | 0.24% | Reduce -0.5% | 1,358,868 | $84.7M |
| Pure Financial Advisors, LLC | 2.28% | Add +13.6% | 1,167,181 | $72.8M |
| HighTower Advisors, LLC | 0.11% | Add +425.6% | 1,110,295 | $69.2M |
| Beaird Harris Wealth Management, LLC | 6.14% | Add +2.7% | 1,010,248 | $63.0M |
| Sageworth Trust Co | 3.96% | Add +1.7% | 983,906 | $61.3M |
| Savant Capital, LLC | 0.70% | Reduce -28.7% | 973,028 | $60.7M |
| ARK & TLK Investments, LLC | 23.51% | Reduce -4.7% | 1,872,511 | $60.2M |
| MassMutual Private Wealth & Trust, FSB | 1.87% | Add +1.6% | 964,667 | $60.1M |
| Evanson Asset Management, LLC | 4.25% | Add +2.6% | 915,697 | $57.1M |
| First Command Advisory Services, Inc. | 0.59% | Add +7.1% | 904,011 | $56.4M |
| Moisand Fitzgerald Tamayo, LLC | 8.01% | Add +2.6% | 840,043 | $52.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +2.5% | 758,723 | $47.3M |
| DiNuzzo Private Wealth, Inc. | 6.09% | Add +0.1% | 723,780 | $45.1M |
| ML & R Wealth Management LLC | 10.08% | Reduce -6.4% | 703,655 | $43.9M |
| Adero Partners, LLC | 3.26% | Add +5.0% | 690,303 | $43.0M |
| Stordahl Capital Management, Inc. | 10.41% | Add +3.1% | 666,496 | $41.5M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -0.2% | 647,697 | $40.4M |
| Confluence Wealth Services, Inc. | 3.53% | Add +15.8% | 640,733 | $39.9M |
| Corient Private Wealth LP | 0.07% | Reduce -1.5% | 639,277 | $39.9M |
| Bank of Montreal | 0.01% | Add +11.8% | 634,819 | $39.6M |
| Focus Partners Advisor Solutions, LLC | 1.08% | Add +90.2% | 601,426 | $37.5M |
| Dixon Fnancial Services, Inc. | 20.38% | Reduce -0.8% | 590,435 | $36.8M |
| Brown Advisory Inc. | 0.05% | Add +21.6% | 584,555 | $36.4M |
| Great Waters Wealth Management | 5.90% | Add +9.5% | 579,926 | $36.2M |
| LPL Financial LLC | 0.02% | Add +13.4% | 572,872 | $35.7M |
| UBS Group AG | 0.01% | Add +18.8% | 567,666 | $35.4M |
| Royal Bank of Canada | 0.01% | Add +65.1% | 538,126 | $33.5M |
| Comerica Bank | 0.14% | Reduce -0.8% | 525,272 | $32.7M |
| Foster Group, Inc. | 1.62% | Reduce -1.4% | 523,094 | $32.6M |
| Austin Asset Management Co Inc | 6.66% | Add +2.0% | 486,126 | $30.3M |
| Heritage Investment Group, Inc. | 4.09% | Reduce -1.4% | 483,247 | $30.1M |
| Sax Wealth Advisors, LLC | 3.46% | Add +61.1% | 474,708 | $29.6M |
| Sequoia Financial Advisors, LLC | 0.36% | Add +1.1% | 466,698 | $29.1M |
| Truist Financial Corp. | 0.04% | Add +33.1% | 451,237 | $28.1M |
| Choreo, LLC | 0.72% | Reduce -3.9% | 447,774 | $27.9M |
| Chicago Partners Investment Group LLC | 1.17% | Add +13.2% | 462,778 | $27.5M |
| Bouchey Financial Group, Ltd. | 2.67% | Add +4.1% | 434,646 | $27.1M |
| Kwmg, LLC | 2.86% | Add +2.3% | 419,825 | $26.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.59% | Reduce -3.1% | 374,928 | $23.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +22.7% | 367,269 | $22.9M |
| Modera Wealth Management, LLC | 0.35% | Reduce -0.6% | 363,472 | $22.7M |
| First National Trust Co | 0.92% | Reduce -2.7% | 363,160 | $22.6M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -11.8% | 359,936 | $22.4M |
| Market Street Wealth Management Advisors LLC | 3.72% | Add +3.2% | 340,000 | $21.2M |
| Pathstone Holdings, LLC | 0.10% | Add +6.6% | 326,833 | $20.4M |
| Tanager Wealth Management LLP | 3.26% | Add +7.3% | 324,291 | $20.2M |
| Tillman Hartley LLC | 6.80% | Reduce -1.5% | 316,979 | $19.8M |
| Planning Center, Inc. | 4.23% | Reduce -0.4% | 311,796 | $19.4M |
| Heritage Wealth Management, Inc./Texas | 12.52% | Add +2.9% | 309,243 | $19.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.58% | Add +0.1% | 300,224 | $18.7M |
| Disciplined Equity Management, Inc. | 12.12% | Add +2.2% | 292,761 | $18.3M |
| Builder Investment Group Inc. | 5.23% | Add +2.3% | 288,084 | $18.0M |
| NewEdge Advisors, LLC | 0.16% | Add +76.3% | 285,237 | $17.8M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -12.2% | 285,044 | $17.8M |
| McLean Asset Management Corp | 6.00% | Reduce -1.7% | 286,096 | $17.5M |
| Jackson Thornton Wealth Management, LLC | 2.97% | Reduce -1.7% | 280,991 | $17.5M |
| Mariner, LLC | 0.04% | Add +23.8% | 278,530 | $17.4M |
| Arax Advisory Partners | 1.81% | Add +0.4% | 274,799 | $17.1M |
| Cerity Partners LLC | 0.04% | Add +41.9% | 270,551 | $16.9M |
| New Hampshire Trust | 3.94% | Add +2.6% | 270,533 | $16.9M |
| Captrust Financial Advisors | 0.06% | Add +236.9% | 265,696 | $16.6M |
| EnRich Financial Partners LLC | 6.16% | Reduce -0.8% | 263,610 | $16.4M |
| Tilson Financial Group, Inc. | 8.62% | Add +15.7% | 257,433 | $16.0M |
| Beacon Pointe Advisors, LLC | 0.17% | Reduce -0.6% | 251,411 | $15.7M |
| Hurlow Wealth Management Group, Inc. | 5.23% | Add +3.5% | 237,747 | $14.8M |
| Empowered Funds, LLC | 0.26% | New | 230,709 | $14.4M |
| AdvisorNet Financial, Inc | 1.38% | Reduce -9.4% | 230,301 | $14.4M |
| Larson Financial Group LLC | 1.11% | Reduce -6.7% | 230,127 | $14.3M |
| Lutz Financial Services LLC | 1.25% | Add +0.2% | 228,718 | $14.3M |
| DecisionPoint Financial, LLC | 5.59% | Add +12.3% | 236,919 | $14.1M |
| Forum Private Client Group LLC | 6.65% | Add +11.2% | 220,431 | $13.7M |
| Mission Wealth Management, LP | 0.35% | Add +7.1% | 209,052 | $13.0M |
| FMFE Wealth Management, LLC | 11.69% | Reduce -0.1% | 204,401 | $12.7M |
| EP Wealth Advisors, LLC | 0.15% | Reduce -2.2% | 203,012 | $12.7M |
| Advisory Services & Investments, LLC | 8.57% | Add +2.0% | 199,397 | $12.4M |
| Financial Synergies Wealth Advisors, Inc. | 1.59% | Add +2037.8% | 194,432 | $12.1M |
| Cwm, LLC | 0.06% | Add +12.4% | 192,196 | $12.0M |
| Systelligence, LLC | 3.13% | Reduce -0.2% | 191,921 | $12.0M |
| One Capital Management, LLC | 0.43% | Add +205.2% | 188,525 | $11.8M |
| Armor Investment Advisors, LLC | 5.57% | Add +10.8% | 185,901 | $11.6M |
| CGN Advisors LLC | 1.47% | Reduce -23.1% | 185,815 | $11.6M |
| Osaic Holdings, Inc. | 0.03% | Add +6.9% | 185,298 | $11.6M |
| Cetera Investment Advisers | 0.03% | Add +121.1% | 184,885 | $11.5M |
| Williams Financial, LLC | 7.65% | New | 184,443 | $11.5M |
| Aire Advisors, LLC | 2.52% | Add +0.2% | 179,444 | $11.2M |
| West Financial Advisors, LLC | 2.39% | Add +0.5% | 178,924 | $11.2M |
| American Investment Services, Inc. | 1.97% | Reduce -0.9% | 178,243 | $11.1M |
| G2 Capital Management, LLC / Oh | 3.50% | Add +1.1% | 174,358 | $10.9M |
| McGlone Suttner Wealth Management, Inc. | 2.02% | Reduce -3.5% | 172,794 | $10.8M |
| Dynamic Advisor Solutions LLC | 0.36% | Add +5.6% | 170,144 | $10.6M |
"% 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.