Dimensional US Small Cap ETFDFASETF
13F holders, Q2 2025 (June 30)771holders +16
47new positions
33sold out
3famous investors
$63.70avg. 13F price*
At the end of Q2 2025, 771 institutions reported holding Dimensional US Small Cap ETF (DFAS) in their 13F filings, up 16 from Q1 2025. 47 opened new positions and 33 sold out. The largest holders were Creative Planning ($1.3B), Northern Trust Corp. ($500.1M) and Bank of America Corp. ($396.1M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $92.7M |
| Exits | 33 | $278.7M |
All 13F filers, Q1 2025 → Q2 2025: 11,255,546 shares bought and 7,544,713 shares sold, net +3,710,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 771 holders
| Creative Planning | 1.10% | Add +20.3% | 20,228,460 | $1.3B |
| Northern Trust Corp. | 0.07% | Reduce -1.6% | 7,849,400 | $500.1M |
| Bank of America Corp. | 0.03% | Add +15.7% | 6,216,760 | $396.1M |
| Index Fund Advisors, Inc. | 20.84% | Reduce -0.4% | 5,825,960 | $371.2M |
| Focus Partners Wealth | 0.42% | Add +14.6% | 3,068,777 | $195.5M |
| Pure Financial Advisors, LLC | 3.13% | Add +4.9% | 2,788,890 | $177.7M |
| Envestnet Asset Management Inc. | 0.05% | Add +0.8% | 2,465,735 | $157.1M |
| TCI Wealth Advisors, Inc. | 10.36% | Reduce -3.6% | 2,373,334 | $151.2M |
| Midwest Trust Co | 1.65% | — | 1,873,337 | $119.4M |
| Plancorp, LLC | 3.01% | Reduce -2.4% | 1,366,196 | $87.0M |
| Savant Capital, LLC | 0.60% | Reduce -2.8% | 1,315,634 | $83.8M |
| First Command Advisory Services, Inc. | 0.67% | Add +6.0% | 1,219,558 | $77.7M |
| Premier Financial Group | 21.20% | — | 1,160,110 | $76.3M |
| MassMutual Private Wealth & Trust, FSB | 2.01% | Add +2.2% | 1,183,712 | $75.4M |
| Evanson Asset Management, LLC | 4.28% | Add +0.4% | 1,079,798 | $68.8M |
| Mercer Global Advisors Inc. | 0.15% | Reduce -0.6% | 1,016,654 | $64.8M |
| Royal Bank of Canada | 0.01% | Add +15.2% | 965,027 | $61.5M |
| Sageworth Trust Co | 3.40% | Reduce -1.4% | 963,890 | $61.4M |
| Moisand Fitzgerald Tamayo, LLC | 7.69% | Add +7.3% | 954,004 | $60.8M |
| HighTower Advisors, LLC | 0.08% | Reduce -2.3% | 949,704 | $60.5M |
| Brown Advisory Inc. | 0.08% | Reduce -1.8% | 911,621 | $58.1M |
| LPL Financial LLC | 0.02% | Reduce -11.5% | 906,249 | $57.7M |
| Confluence Wealth Services, Inc. | 3.08% | Add +4.3% | 884,785 | $56.4M |
| Bank of Montreal | 0.03% | Add +5.2% | 881,370 | $56.2M |
| Great Waters Wealth Management | 7.29% | Add +3.0% | 879,931 | $56.1M |
| UBS Group AG | 0.01% | Add +13.2% | 817,789 | $52.1M |
| Washington Trust Bank | 4.23% | New | 788,022 | $50.2M |
| Focus Partners Advisor Solutions, LLC | 0.67% | Reduce -0.8% | 783,227 | $49.9M |
| DiNuzzo Private Wealth, Inc. | 5.52% | Add +3.7% | 730,447 | $46.5M |
| Raymond James Financial Inc. | 0.02% | Add +12.2% | 716,514 | $45.6M |
| Stordahl Capital Management, Inc. | 10.01% | Add +0.5% | 707,217 | $45.1M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -2.3% | 668,910 | $42.6M |
| Chicago Partners Investment Group LLC | 1.19% | Add +2.6% | 621,980 | $41.4M |
| Wealth Management Nebraska | 5.48% | Add +18.4% | 656,567 | $40.6M |
| Corient Private Wealth LP | 0.05% | Reduce -7.3% | 625,286 | $39.8M |
| Bleakley Financial Group, LLC | 0.96% | Add +19.7% | 590,445 | $37.6M |
| Beaird Harris Wealth Management, LLC | 2.86% | Add +1.6% | 579,714 | $36.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +28.4% | 576,109 | $36.7M |
| Dixon Fnancial Services, Inc. | 18.46% | Reduce -0.2% | 573,738 | $36.6M |
| Sax Wealth Advisors, LLC | 2.19% | Add +2.8% | 567,923 | $36.2M |
| Root Financial Partners, LLC | 3.44% | Add +115.7% | 559,179 | $35.6M |
| Cerity Partners LLC | 0.06% | Add +15.6% | 549,865 | $35.0M |
| Modera Wealth Management, LLC | 0.43% | Reduce -3.3% | 547,045 | $34.9M |
| Mariner, LLC | 0.05% | Add +15.8% | 507,172 | $32.3M |
| DAVENPORT & Co LLC | 0.17% | Add +18.8% | 487,757 | $31.1M |
| Austin Asset Management Co Inc | 6.18% | Add +3.8% | 479,459 | $30.5M |
| Truist Financial Corp. | 0.04% | Reduce -8.8% | 475,846 | $30.3M |
| Kwmg, LLC | 2.75% | Add +2.9% | 459,207 | $29.3M |
| Sequoia Financial Advisors, LLC | 0.20% | Reduce -3.6% | 458,511 | $29.2M |
| Heritage Investment Group, Inc. | 4.96% | Reduce -1.6% | 451,597 | $28.8M |
| Pathstone Holdings, LLC | 0.11% | Reduce -17.1% | 427,955 | $27.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +4.7% | 407,632 | $26.9M |
| Heritage Wealth Management, Inc./Texas | 12.93% | Add +17.0% | 408,772 | $26.0M |
| Phillips Financial Management, LLC | 1.87% | Add +7.9% | 404,277 | $25.8M |
| Acorn Creek Capital LLC | 10.59% | Add +176.4% | 400,455 | $25.5M |
| Comerica Bank | 0.10% | Add +1.9% | 398,094 | $25.4M |
| Financial Consulate, Inc. | 5.00% | Add +12.1% | 397,666 | $25.3M |
| Bouchey Financial Group, Ltd. | 2.09% | Add +0.8% | 394,009 | $25.1M |
| Tanager Wealth Management LLP | 2.92% | Reduce -2.7% | 388,887 | $24.8M |
| Foster Group, Inc. | 0.84% | Reduce -4.8% | 383,457 | $24.4M |
| DecisionPoint Financial, LLC | 6.16% | Add +7.3% | 373,022 | $24.1M |
| Choreo, LLC | 0.34% | Reduce -9.3% | 377,509 | $24.1M |
| First National Trust Co | 0.87% | Add +0.3% | 364,218 | $23.2M |
| Market Street Wealth Management Advisors LLC | 3.64% | Reduce -0.2% | 350,640 | $22.3M |
| Divergent Planning, LLC | 6.53% | Reduce -27.6% | 341,545 | $22.1M |
| EP Wealth Advisors, LLC | 0.14% | Add +1.5% | 346,275 | $22.1M |
| Osaic Holdings, Inc. | 0.04% | Reduce -6.8% | 343,428 | $21.9M |
| Disciplined Equity Management, Inc. | 12.62% | Add +19.6% | 337,442 | $21.5M |
| Captrust Financial Advisors | 0.05% | Add +12.7% | 335,882 | $21.4M |
| Hurlow Wealth Management Group, Inc. | 6.03% | Add +10.2% | 335,322 | $21.4M |
| Planning Center, Inc. | 2.35% | Add +7.1% | 334,148 | $21.3M |
| New Hampshire Trust | 4.37% | Add +4.0% | 328,629 | $20.9M |
| Tillman Hartley LLC | 5.85% | Reduce -9.9% | 324,881 | $20.7M |
| Jackson Thornton Wealth Management, LLC | 2.35% | Add +1.7% | 313,707 | $20.5M |
| Maseco LLP | 0.78% | — | 320,679 | $20.4M |
| Your Advocates Ltd., LLP | 7.34% | Add +6.6% | 320,429 | $20.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.46% | Add +6.1% | 317,697 | $20.2M |
| Arax Advisory Partners | 0.91% | Add +4.1% | 311,802 | $19.9M |
| Cetera Investment Advisers | 0.03% | Add +24.6% | 310,794 | $19.8M |
| AdvisorNet Financial, Inc | 1.28% | Add +18.9% | 310,763 | $19.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.42% | Reduce -3.9% | 305,521 | $19.5M |
| Builder Investment Group Inc. | 4.75% | Add +1.9% | 301,708 | $19.2M |
| McLean Asset Management Corp | 4.96% | Reduce -0.2% | 288,869 | $18.9M |
| Tilson Financial Group, Inc. | 7.09% | Add +1.1% | 294,963 | $18.8M |
| Pillar Financial Advisors, LLC | 12.28% | Add +3.8% | 279,161 | $17.8M |
| Timonier Family Office, LTD. | 6.54% | Add +7.2% | 274,361 | $17.5M |
| Forum Private Client Group LLC | 6.73% | Add +6.1% | 274,017 | $17.5M |
| Pinney & Scofield, Inc. | 11.74% | Add +2.1% | 272,196 | $17.3M |
| Morgan Stanley | 0.00% | Add +0.7% | 271,939 | $17.3M |
| Financial Synergies Wealth Advisors, Inc. | 1.85% | Add +3.2% | 267,362 | $17.0M |
| Mission Wealth Management, LP | 0.37% | Add +13.6% | 265,654 | $16.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +18.3% | 261,819 | $16.7M |
| Dynamic Advisor Solutions LLC | 0.51% | Add +1.1% | 256,649 | $16.4M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +3.0% | 253,403 | $16.1M |
| Hill Island Financial LLC | 4.45% | Add +16.5% | 250,656 | $16.0M |
| EnRich Financial Partners LLC | 4.83% | Reduce -0.8% | 246,718 | $15.7M |
| Tassel Capital Management, Inc. | 11.76% | Add +63.8% | 240,340 | $15.3M |
| PCA Investment Advisory Services Inc. | 6.44% | Add +18.6% | 239,819 | $15.3M |
| Allodium Investment Consultants, LLC | 9.63% | Add +15.1% | 238,840 | $15.2M |
| PBMares Wealth Management LLC | 2.74% | Reduce -1.2% | 235,285 | $15.0M |
"% 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.