Dimensional US Small Cap ETFDFASETF
13F holders, Q1 2025 (March 31)755holders +14
54new positions
32sold out
4famous investors
$59.71avg. 13F price*
At the end of Q1 2025, 755 institutions reported holding Dimensional US Small Cap ETF (DFAS) in their 13F filings, up 14 from Q4 2024. 54 opened new positions and 32 sold out. The largest holders were Creative Planning ($1.0B), Northern Trust Corp. ($476.5M) and Index Fund Advisors, Inc. ($349.6M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $67.0M |
| Exits | 32 | $17.2M |
All 13F filers, Q4 2024 → Q1 2025: 10,391,108 shares bought and 3,679,856 shares sold, net +6,711,252 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 755 holders
| Creative Planning | 0.95% | Add +27.0% | 16,821,024 | $1.0B |
| Northern Trust Corp. | 0.07% | Add +6.0% | 7,974,617 | $476.5M |
| Index Fund Advisors, Inc. | 21.62% | Reduce -10.6% | 5,850,934 | $349.6M |
| Bank of America Corp. | 0.03% | Add +3.9% | 5,375,140 | $321.2M |
| Focus Partners Wealth | 0.40% | Reduce -1.2% | 2,678,647 | $160.0M |
| Pure Financial Advisors, LLC | 3.32% | Add +3.4% | 2,658,922 | $158.9M |
| TCI Wealth Advisors, Inc. | 11.78% | Add +2.5% | 2,462,758 | $147.1M |
| Envestnet Asset Management Inc. | 0.05% | Add +4.9% | 2,447,086 | $146.2M |
| Alaska Permanent Fund Corp | 2.05% | No change | 2,518,859 | $146.0M |
| Financial Counselors Inc. | 1.65% | Add +5.9% | 1,822,806 | $108.9M |
| Plancorp, LLC | 3.32% | Reduce -1.5% | 1,400,095 | $83.7M |
| Savant Capital, LLC | 0.68% | Reduce -1.2% | 1,352,824 | $80.8M |
| MassMutual Private Wealth & Trust, FSB | 2.00% | Add +5.8% | 1,158,703 | $69.2M |
| First Command Advisory Services, Inc. | 0.66% | Add +12.3% | 1,150,445 | $68.7M |
| Evanson Asset Management, LLC | 4.56% | Add +1.1% | 1,075,829 | $64.3M |
| LPL Financial LLC | 0.02% | Add +17.9% | 1,024,029 | $61.2M |
| Mercer Global Advisors Inc. | 0.14% | Add +28.5% | 1,022,951 | $61.1M |
| Sageworth Trust Co | 3.63% | Add +2.9% | 977,781 | $58.4M |
| HighTower Advisors, LLC | 0.08% | Reduce -3.0% | 971,997 | $58.1M |
| Brown Advisory Inc. | 0.08% | Add +36.7% | 927,961 | $55.4M |
| Moisand Fitzgerald Tamayo, LLC | 7.35% | Add +2.6% | 888,703 | $53.1M |
| Great Waters Wealth Management | 7.08% | Reduce -4.4% | 854,067 | $51.0M |
| Royal Bank of Canada | 0.01% | Add +24.6% | 838,089 | $50.1M |
| Bank of Montreal | 0.03% | Add +6.6% | 837,655 | $50.0M |
| Confluence Wealth Services, Inc. | 3.02% | Reduce -0.3% | 848,148 | $48.0M |
| Focus Partners Advisor Solutions, LLC | 0.72% | Add +9.9% | 789,762 | $47.2M |
| Adero Partners, LLC | 3.08% | Add +5.0% | 788,381 | $47.1M |
| UBS Group AG | 0.01% | Reduce -5.5% | 722,661 | $43.2M |
| DiNuzzo Private Wealth, Inc. | 5.30% | Reduce -0.0% | 704,409 | $42.1M |
| Stordahl Capital Management, Inc. | 9.97% | Add +4.4% | 703,488 | $42.0M |
| Great Valley Advisor Group, Inc. | 0.90% | Add +5.4% | 700,837 | $41.9M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -8.0% | 684,706 | $40.9M |
| Corient Private Wealth LP | 0.07% | Add +5.9% | 674,667 | $40.3M |
| Raymond James Financial Inc. | 0.01% | Add +19.0% | 638,485 | $38.1M |
| Chicago Partners Investment Group LLC | 1.19% | Add +7.4% | 606,403 | $35.9M |
| Dixon Fnancial Services, Inc. | 18.56% | Reduce -0.6% | 574,781 | $34.3M |
| Beaird Harris Wealth Management, LLC | 2.90% | Reduce -3.3% | 570,462 | $34.1M |
| Modera Wealth Management, LLC | 0.46% | Add +0.5% | 565,552 | $33.8M |
| Wealth Management Nebraska | 5.04% | Reduce -0.5% | 554,313 | $33.1M |
| Sax Wealth Advisors, LLC | 2.37% | Add +2.4% | 552,742 | $33.0M |
| Truist Financial Corp. | 0.05% | Reduce -6.1% | 521,696 | $31.2M |
| Pathstone Holdings, LLC | 0.13% | Add +5.4% | 515,910 | $30.8M |
| Bleakley Financial Group, LLC | 0.95% | Add +8.1% | 493,192 | $29.5M |
| Divergent Planning, LLC | 9.52% | Add +3.5% | 471,570 | $28.7M |
| Cerity Partners LLC | 0.06% | Add +5.9% | 475,668 | $28.4M |
| Sequoia Financial Advisors, LLC | 0.22% | Reduce -0.7% | 475,442 | $28.4M |
| Austin Asset Management Co Inc | 6.05% | Reduce -4.3% | 462,145 | $27.6M |
| Heritage Investment Group, Inc. | 5.15% | Reduce -0.9% | 458,691 | $27.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -42.2% | 448,817 | $26.8M |
| Kwmg, LLC | 2.71% | Add +3.9% | 446,411 | $26.7M |
| Mariner, LLC | 0.04% | Add +18.1% | 437,940 | $26.2M |
| Choreo, LLC | 0.39% | Reduce -6.6% | 416,271 | $24.9M |
| DAVENPORT & Co LLC | 0.15% | Add +9.3% | 410,669 | $24.5M |
| Foster Group, Inc. | 0.90% | Reduce -4.2% | 402,886 | $24.1M |
| Tanager Wealth Management LLP | 3.11% | Add +2.1% | 399,852 | $23.9M |
| Bouchey Financial Group, Ltd. | 2.11% | Add +3.3% | 390,772 | $23.3M |
| Comerica Bank | 0.10% | Reduce -2.5% | 390,478 | $23.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -16.3% | 389,417 | $23.3M |
| Phillips Financial Management, LLC | 1.73% | Add +18.1% | 374,665 | $22.4M |
| Osaic Holdings, Inc. | 0.05% | Add +176.5% | 368,344 | $22.0M |
| First National Trust Co | 0.87% | Reduce -0.8% | 363,055 | $21.7M |
| Tillman Hartley LLC | 6.27% | Add +1.5% | 360,700 | $21.6M |
| Financial Consulate, Inc. | 5.35% | New | 354,649 | $21.2M |
| Market Street Wealth Management Advisors LLC | 3.57% | Add +1.6% | 351,250 | $21.0M |
| Heritage Wealth Management, Inc./Texas | 12.09% | Add +1.8% | 349,388 | $20.9M |
| DecisionPoint Financial, LLC | 6.03% | Add +9.4% | 347,698 | $20.8M |
| EP Wealth Advisors, LLC | 0.16% | Add +63.0% | 341,296 | $20.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.46% | Reduce -9.3% | 317,759 | $19.0M |
| New Hampshire Trust | 4.32% | Add +6.1% | 316,031 | $18.9M |
| Planning Center, Inc. | 2.21% | Add +0.6% | 311,970 | $18.6M |
| Hurlow Wealth Management Group, Inc. | 5.68% | Add +6.1% | 304,296 | $18.2M |
| Your Advocates Ltd., LLP | 6.89% | Add +6.9% | 300,609 | $18.0M |
| Arax Advisory Partners | 1.15% | Add +8.6% | 299,546 | $17.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.46% | Reduce -2.7% | 299,415 | $17.9M |
| Captrust Financial Advisors | 0.04% | Reduce -1.3% | 298,022 | $17.8M |
| Builder Investment Group Inc. | 5.03% | Add +1.4% | 296,155 | $17.7M |
| Tilson Financial Group, Inc. | 6.90% | Add +3.3% | 291,868 | $17.4M |
| Jackson Thornton Wealth Management, LLC | 2.28% | Add +5.4% | 308,450 | $17.2M |
| Disciplined Equity Management, Inc. | 11.73% | Add +0.6% | 282,096 | $16.9M |
| Morgan Stanley | 0.00% | Add +2.3% | 269,994 | $16.1M |
| Pillar Financial Advisors, LLC | 11.98% | Add +5.2% | 269,046 | $16.1M |
| Pinney & Scofield, Inc. | 11.53% | Add +4.6% | 266,482 | $15.9M |
| AdvisorNet Financial, Inc | 1.16% | Add +5.3% | 261,389 | $15.6M |
| Farther Finance Advisors, LLC | 0.40% | Add +31.5% | 259,313 | $15.6M |
| Root Financial Partners, LLC | 1.65% | Add +1793.7% | 259,222 | $15.5M |
| Financial Synergies Wealth Advisors, Inc. | 1.88% | Add +3.4% | 258,995 | $15.5M |
| Forum Private Client Group LLC | 6.70% | Add +4.3% | 258,333 | $15.4M |
| Timonier Family Office, LTD. | 6.76% | Add +14.4% | 256,025 | $15.3M |
| Dynamic Advisor Solutions LLC | 0.50% | Add +1.5% | 253,867 | $15.2M |
| McLean Asset Management Corp | 5.00% | Add +2.3% | 289,440 | $15.1M |
| Cetera Investment Advisers | 0.03% | Reduce -5.3% | 249,450 | $14.9M |
| EnRich Financial Partners LLC | 4.99% | Reduce -8.0% | 248,583 | $14.9M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +6.3% | 245,933 | $14.7M |
| PBMares Wealth Management LLC | 2.85% | Add +13.6% | 238,196 | $14.2M |
| Mission Wealth Management, LP | 0.35% | Reduce -6.0% | 233,759 | $14.0M |
| Stadion Money Management, LLC | 1.39% | Reduce -0.1% | 233,132 | $13.9M |
| West Financial Advisors, LLC | 2.64% | Add +4.0% | 232,842 | $13.9M |
| Armor Investment Advisors, LLC | 5.72% | Add +1.2% | 231,192 | $13.8M |
| Lutz Financial Services LLC | 1.11% | Reduce -1.4% | 226,426 | $13.5M |
| LRI Investments, LLC | 1.29% | Add +3114.9% | 224,275 | $13.4M |
"% 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.