Dimensional US Small Cap ETFDFASETF
13F holders, Q4 2024 (December 31)741holders +85
48new positions
20sold out
3famous investors
$65.11avg. 13F price*
At the end of Q4 2024, 741 institutions reported holding Dimensional US Small Cap ETF (DFAS) in their 13F filings, up 85 from Q3 2024. 48 opened new positions and 20 sold out. The largest holders were Creative Planning ($861.9M), Northern Trust Corp. ($489.5M) and Index Fund Advisors, Inc. ($425.9M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional US Small Cap ETF
- CUSIP
- 25434V500
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $46.0M |
| Exits | 20 | $11.7M |
All 13F filers, Q3 2024 → Q4 2024: 9,449,286 shares bought and 1,923,293 shares sold, net +7,525,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 741 holders
| Creative Planning | 0.84% | Add +18.1% | 13,243,407 | $861.9M |
| Northern Trust Corp. | 0.07% | Add +7.4% | 7,521,408 | $489.5M |
| Index Fund Advisors, Inc. | 23.02% | Reduce -1.8% | 6,543,610 | $425.9M |
| Bank of America Corp. | 0.03% | Add +5.3% | 5,171,866 | $336.6M |
| Focus Partners Wealth | 0.46% | Reduce -0.8% | 2,712,060 | $176.5M |
| Pure Financial Advisors, LLC | 3.80% | Add +8.6% | 2,571,156 | $167.3M |
| Alaska Permanent Fund Corp | 2.43% | Reduce -6.8% | 2,518,859 | $163.9M |
| TCI Wealth Advisors, Inc. | 13.06% | Add +2.1% | 2,402,548 | $156.4M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -5.7% | 2,333,475 | $151.9M |
| Financial Counselors Inc. | 1.64% | Add +5.1% | 1,721,070 | $112.0M |
| Plancorp, LLC | 3.80% | Reduce -1.5% | 1,420,946 | $92.5M |
| Savant Capital, LLC | 0.70% | Add +34.3% | 1,368,693 | $89.1M |
| MassMutual Private Wealth & Trust, FSB | 2.00% | Add +7.2% | 1,095,423 | $71.3M |
| Evanson Asset Management, LLC | 4.75% | Add +5.8% | 1,064,542 | $69.3M |
| First Command Advisory Services, Inc. | 0.63% | Add +6.0% | 1,024,598 | $66.7M |
| HighTower Advisors, LLC | 0.09% | Reduce -1.4% | 1,001,935 | $65.2M |
| Sageworth Trust Co | 3.82% | Reduce -0.2% | 950,167 | $61.8M |
| Great Waters Wealth Management | 7.46% | Add +15.5% | 893,036 | $58.1M |
| Confluence Wealth Services, Inc. | 3.76% | Add +12.9% | 850,527 | $57.8M |
| LPL Financial LLC | 0.02% | Add +16.3% | 868,263 | $56.5M |
| Moisand Fitzgerald Tamayo, LLC | 7.97% | Reduce -2.2% | 866,350 | $56.4M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -38.4% | 795,819 | $51.8M |
| Bank of Montreal | 0.03% | Add +4.3% | 785,771 | $51.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -2.9% | 776,543 | $50.5M |
| UBS Group AG | 0.01% | Add +12.8% | 764,999 | $49.8M |
| Adero Partners, LLC | 3.15% | Add +3.9% | 750,961 | $48.9M |
| Commonwealth Equity Services, LLC | 0.07% | Add +7.1% | 744,548 | $48.5M |
| Elser Financial Planning, Inc | 2.85% | Add +3665.7% | 733,075 | $47.7M |
| Focus Partners Advisor Solutions, LLC | 0.79% | Add +20.0% | 718,615 | $46.8M |
| DiNuzzo Private Wealth, Inc. | 5.80% | Reduce -2.2% | 704,455 | $45.8M |
| Brown Advisory Inc. | 0.06% | Add +4.5% | 678,766 | $44.2M |
| Stordahl Capital Management, Inc. | 10.37% | Add +0.2% | 673,553 | $43.8M |
| Royal Bank of Canada | 0.01% | Add +11.6% | 672,775 | $43.8M |
| Great Valley Advisor Group, Inc. | 0.97% | Add +589.4% | 664,847 | $43.3M |
| Corient Private Wealth LP | 0.07% | Add +0.6% | 636,908 | $41.5M |
| Beaird Harris Wealth Management, LLC | 3.31% | Reduce -3.5% | 589,596 | $38.4M |
| Dixon Fnancial Services, Inc. | 20.43% | Reduce -1.1% | 578,194 | $37.6M |
| Chicago Partners Investment Group LLC | 1.23% | Add +4.9% | 564,580 | $36.9M |
| Modera Wealth Management, LLC | 0.44% | Add +40.9% | 562,585 | $36.6M |
| Wealth Management Nebraska | 5.90% | — | 557,047 | $36.3M |
| Truist Financial Corp. | 0.06% | Add +6.1% | 555,419 | $36.1M |
| Sax Wealth Advisors, LLC | 2.75% | Add +0.9% | 539,671 | $35.1M |
| Raymond James Financial Inc. | 0.01% | — | 536,502 | $34.9M |
| Pathstone Holdings, LLC | 0.14% | Add +34.5% | 489,678 | $32.1M |
| Austin Asset Management Co Inc | 6.54% | Reduce -3.2% | 482,856 | $31.4M |
| Sequoia Financial Advisors, LLC | 0.30% | Reduce -1.8% | 479,010 | $31.2M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +9.9% | 465,151 | $30.3M |
| Heritage Investment Group, Inc. | 5.62% | Reduce -1.7% | 462,724 | $30.1M |
| Bleakley Financial Group, LLC | 0.89% | Add +7076.3% | 456,056 | $29.7M |
| Cerity Partners LLC | 0.06% | Add +9.8% | 449,235 | $29.2M |
| Divergent Planning, LLC | 9.99% | Add +187.0% | 455,407 | $29.2M |
| Choreo, LLC | 0.42% | Reduce -0.7% | 445,543 | $29.0M |
| Kwmg, LLC | 2.88% | Reduce -1.4% | 429,869 | $28.0M |
| Foster Group, Inc. | 1.04% | Reduce -15.4% | 420,528 | $27.4M |
| Comerica Bank | 0.11% | Reduce -15.6% | 400,433 | $26.1M |
| Tanager Wealth Management LLP | 3.31% | Add +4.8% | 391,715 | $25.5M |
| Bouchey Financial Group, Ltd. | 2.15% | Add +0.4% | 378,191 | $24.6M |
| DAVENPORT & Co LLC | 0.14% | Add +7.0% | 375,898 | $24.5M |
| Mariner, LLC | 0.04% | Add +11.0% | 370,978 | $24.1M |
| First National Trust Co | 0.89% | Add +3.1% | 365,963 | $23.8M |
| Tillman Hartley LLC | 6.64% | Reduce -1.2% | 355,305 | $23.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.53% | Reduce -1.9% | 350,393 | $22.8M |
| Market Street Wealth Management Advisors LLC | 3.78% | Reduce -1.1% | 345,606 | $22.5M |
| Heritage Wealth Management, Inc./Texas | 13.15% | Add +3.4% | 343,192 | $22.3M |
| DecisionPoint Financial, LLC | 6.32% | Add +6.2% | 317,676 | $20.7M |
| Phillips Financial Management, LLC | 1.62% | Add +42.7% | 317,240 | $20.6M |
| Planning Center, Inc. | 2.56% | Reduce -2.7% | 310,231 | $20.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.54% | Add +1.5% | 307,677 | $20.0M |
| Captrust Financial Advisors | 0.06% | Add +4.5% | 301,929 | $19.6M |
| New Hampshire Trust | 4.08% | Add +3.6% | 297,854 | $19.4M |
| Jackson Thornton Wealth Management, LLC | 2.41% | Reduce -1.6% | 292,651 | $19.0M |
| Builder Investment Group Inc. | 5.16% | Reduce -0.1% | 291,959 | $19.0M |
| Hurlow Wealth Management Group, Inc. | 5.83% | Add +5.5% | 286,685 | $18.7M |
| McLean Asset Management Corp | 5.53% | Reduce -0.4% | 282,865 | $18.4M |
| Tilson Financial Group, Inc. | 7.51% | Add +1.3% | 282,660 | $18.4M |
| Your Advocates Ltd., LLP | 7.27% | Add +3.5% | 281,175 | $18.3M |
| Disciplined Equity Management, Inc. | 11.82% | Reduce -2.2% | 280,296 | $18.2M |
| Arax Advisory Partners | 1.13% | Add +0.8% | 275,808 | $17.9M |
| EnRich Financial Partners LLC | 5.86% | Add +0.3% | 270,226 | $17.6M |
| Invst, LLC | 2.12% | Add +5283.6% | 268,533 | $17.5M |
| Morgan Stanley | 0.00% | Add +18.6% | 264,045 | $17.2M |
| Cetera Investment Advisers | 0.04% | Add +19.9% | 263,332 | $17.1M |
| Pillar Financial Advisors, LLC | 12.74% | — | 255,825 | $16.6M |
| Pinney & Scofield, Inc. | 12.56% | — | 254,770 | $16.6M |
| Financial Synergies Wealth Advisors, Inc. | 2.02% | Add +2.4% | 250,598 | $16.3M |
| Dynamic Advisor Solutions LLC | 0.70% | Add +1.0% | 250,215 | $16.3M |
| Mission Wealth Management, LP | 0.39% | Add +20.0% | 248,720 | $16.2M |
| AdvisorNet Financial, Inc | 1.35% | Add +6.9% | 248,194 | $16.2M |
| Forum Private Client Group LLC | 7.18% | Add +3.4% | 247,744 | $16.1M |
| Stadion Money Management, LLC | 1.19% | New | 233,259 | $15.2M |
| Beacon Pointe Advisors, LLC | 0.17% | Reduce -0.6% | 231,392 | $15.1M |
| Lutz Financial Services LLC | 1.21% | Add +0.4% | 229,625 | $14.9M |
| Armor Investment Advisors, LLC | 6.11% | Add +4.9% | 228,374 | $14.9M |
| JPMorgan Chase & Co. | 0.00% | Add +16.4% | 225,839 | $14.7M |
| West Financial Advisors, LLC | 2.81% | Add +0.6% | 223,962 | $14.6M |
| Timonier Family Office, LTD. | 7.48% | — | 223,866 | $14.6M |
| Parkwoods Wealth Partners, LLC | 11.10% | Add +0.9% | 214,421 | $14.0M |
| Factor Wealth Management LTD | 4.62% | — | 213,985 | $13.9M |
| PBMares Wealth Management LLC | 2.79% | Add +4.1% | 209,735 | $13.6M |
| EP Wealth Advisors, LLC | 0.11% | Reduce -0.2% | 209,338 | $13.6M |
"% 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.