Dimensional US Small Cap ETFDFASETF
13F holders, Q3 2025 (September 30)785holders +14
48new positions
25sold out
3famous investors
$68.45avg. 13F price*
At the end of Q3 2025, 785 institutions reported holding Dimensional US Small Cap ETF (DFAS) in their 13F filings, up 14 from Q2 2025. 48 opened new positions and 25 sold out. The largest holders were Creative Planning ($1.6B), Northern Trust Corp. ($553.1M) and Bank of America Corp. ($452.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $16.3M |
| Exits | 25 | $34.1M |
All 13F filers, Q2 2025 → Q3 2025: 8,797,892 shares bought and 4,704,919 shares sold, net +4,092,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 785 holders
| Creative Planning | 1.19% | Add +12.1% | 22,684,991 | $1.6B |
| Northern Trust Corp. | 0.07% | Add +2.9% | 8,079,314 | $553.1M |
| Bank of America Corp. | 0.03% | Add +6.3% | 6,609,555 | $452.5M |
| Index Fund Advisors, Inc. | 19.45% | Add +0.5% | 5,856,832 | $401.0M |
| Focus Partners Wealth | 0.38% | Add +10.9% | 3,402,755 | $233.0M |
| Pure Financial Advisors, LLC | 3.21% | Add +5.7% | 2,946,324 | $201.7M |
| TCI Wealth Advisors, Inc. | 10.03% | Add +3.5% | 2,456,384 | $168.2M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -35.0% | 1,603,773 | $109.8M |
| Plancorp, LLC | 2.85% | Reduce -3.0% | 1,325,385 | $90.7M |
| Midwest Trust Co | 1.16% | Reduce -30.4% | 1,303,497 | $89.2M |
| Savant Capital, LLC | 0.53% | Reduce -2.6% | 1,280,869 | $87.7M |
| Premier Financial Group | 21.12% | Add +0.3% | 1,163,177 | $79.0M |
| First Command Advisory Services, Inc. | 0.57% | Reduce -5.6% | 1,151,703 | $78.8M |
| Washington Trust Bank | 5.77% | Add +45.9% | 1,149,729 | $78.7M |
| Evanson Asset Management, LLC | 4.43% | Add +6.2% | 1,146,929 | $78.5M |
| Royal Bank of Canada | 0.01% | Add +11.2% | 1,073,330 | $73.5M |
| Root Financial Partners, LLC | 4.11% | Add +74.2% | 974,237 | $66.7M |
| Bank of Montreal | 0.03% | Add +10.5% | 973,945 | $66.7M |
| HighTower Advisors, LLC | 0.08% | Add +1.9% | 967,318 | $66.2M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -6.1% | 954,923 | $65.4M |
| Moisand Fitzgerald Tamayo, LLC | 7.70% | Add +0.1% | 954,551 | $65.3M |
| Sageworth Trust Co | 3.03% | Reduce -1.5% | 949,428 | $65.0M |
| Confluence Wealth Services, Inc. | 3.19% | Add +6.9% | 945,735 | $64.7M |
| Great Waters Wealth Management | 7.54% | Add +6.0% | 932,698 | $63.9M |
| UBS Group AG | 0.01% | Add +6.3% | 869,165 | $59.5M |
| Focus Partners Advisor Solutions, LLC | 0.66% | Add +8.7% | 851,692 | $58.3M |
| LPL Financial LLC | 0.02% | Reduce -8.5% | 829,110 | $56.8M |
| Raymond James Financial Inc. | 0.02% | Add +8.3% | 776,233 | $53.1M |
| MassMutual Private Wealth & Trust, FSB | 1.33% | Reduce -35.4% | 764,595 | $52.3M |
| DiNuzzo Private Wealth, Inc. | 5.73% | Add +1.2% | 739,532 | $50.5M |
| Brown Advisory Inc. | 0.07% | Reduce -19.3% | 735,829 | $50.4M |
| Stordahl Capital Management, Inc. | 10.38% | Add +2.0% | 721,605 | $49.4M |
| Commonwealth Equity Services, LLC | 0.06% | Add +0.0% | 669,047 | $45.8M |
| Wealth Management Nebraska | 5.38% | Add +0.5% | 659,571 | $45.2M |
| Chicago Partners Investment Group LLC | 1.18% | Add +4.9% | 652,443 | $45.1M |
| Bleakley Financial Group, LLC | 0.97% | Add +3.8% | 612,586 | $41.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +3.2% | 594,404 | $40.7M |
| Beaird Harris Wealth Management, LLC | 2.75% | Reduce -2.4% | 565,746 | $38.7M |
| Dixon Fnancial Services, Inc. | 17.57% | Reduce -1.8% | 563,457 | $38.6M |
| Mariner, LLC | 0.05% | Add +9.0% | 552,801 | $37.8M |
| DAVENPORT & Co LLC | 0.20% | Add +11.9% | 546,036 | $37.4M |
| Sax Wealth Advisors, LLC | 2.00% | Reduce -4.3% | 543,487 | $37.2M |
| Modera Wealth Management, LLC | 0.42% | Reduce -2.6% | 532,668 | $36.5M |
| Thrivent Financial for Lutherans | 0.07% | Add +1672.9% | 529,522 | $36.3M |
| Cetera Investment Advisers | 0.04% | Add +69.6% | 527,235 | $36.1M |
| Cerity Partners LLC | 0.06% | Reduce -5.2% | 521,252 | $35.7M |
| Pathstone Holdings, LLC | 0.13% | Add +17.4% | 502,209 | $34.4M |
| Truist Financial Corp. | 0.04% | Add +0.6% | 478,644 | $32.8M |
| Austin Asset Management Co Inc | 6.24% | Reduce -0.2% | 478,329 | $32.7M |
| Kwmg, LLC | 2.83% | Add +2.8% | 472,029 | $32.3M |
| Sequoia Financial Advisors, LLC | 0.19% | Reduce -0.6% | 455,741 | $31.2M |
| Heritage Investment Group, Inc. | 4.89% | Reduce -1.2% | 446,126 | $30.5M |
| Phillips Financial Management, LLC | 1.97% | Add +8.1% | 437,153 | $29.9M |
| Acorn Creek Capital LLC | 10.81% | Add +4.5% | 418,342 | $28.6M |
| Financial Consulate, Inc. | 4.03% | Add +4.8% | 416,923 | $28.5M |
| Heritage Wealth Management, Inc./Texas | 12.56% | Add +1.8% | 415,969 | $28.5M |
| Osaic Holdings, Inc. | 0.04% | Add +19.0% | 408,751 | $28.0M |
| Hurlow Wealth Management Group, Inc. | 7.13% | Add +20.0% | 402,356 | $27.5M |
| DecisionPoint Financial, LLC | 6.39% | Add +7.0% | 399,235 | $27.4M |
| Tanager Wealth Management LLP | 2.87% | Add +2.8% | 399,898 | $27.4M |
| Bouchey Financial Group, Ltd. | 2.11% | Add +1.4% | 399,397 | $27.3M |
| Vise Technologies, Inc. | 1.01% | Add +6628.5% | 396,981 | $27.2M |
| Comerica Bank | 0.10% | Reduce -0.5% | 395,943 | $27.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -5.0% | 387,382 | $26.5M |
| Choreo, LLC | 0.33% | Reduce -2.9% | 366,678 | $25.1M |
| Divergent Planning, LLC | 6.50% | Add +3.6% | 353,779 | $24.4M |
| First National Trust Co | 0.84% | Reduce -2.0% | 356,886 | $24.4M |
| Captrust Financial Advisors | 0.05% | Add +5.7% | 354,849 | $24.3M |
| Market Street Wealth Management Advisors LLC | 3.76% | Reduce -1.3% | 346,089 | $23.7M |
| Foster Group, Inc. | 0.74% | Reduce -10.4% | 343,601 | $23.5M |
| Disciplined Equity Management, Inc. | 12.75% | Add +1.4% | 342,203 | $23.4M |
| Planning Center, Inc. | 2.40% | Reduce -0.2% | 333,502 | $22.8M |
| Your Advocates Ltd., LLP | 7.49% | Add +1.8% | 326,296 | $22.3M |
| Tillman Hartley LLC | 5.73% | Reduce -0.4% | 323,606 | $22.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.44% | Add +1.4% | 322,275 | $22.1M |
| Jackson Thornton Wealth Management, LLC | 2.13% | Reduce -3.0% | 304,289 | $21.0M |
| Maseco LLP | 1.01% | Reduce -4.8% | 305,395 | $20.9M |
| Builder Investment Group Inc. | 4.68% | Add +0.9% | 304,342 | $20.8M |
| Tilson Financial Group, Inc. | 6.62% | Reduce -0.2% | 294,454 | $20.2M |
| Timonier Family Office, LTD. | 6.54% | Add +6.3% | 291,675 | $20.0M |
| AdvisorNet Financial, Inc | 1.13% | Reduce -6.3% | 291,102 | $19.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.40% | Reduce -4.7% | 291,075 | $19.9M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +14.1% | 289,108 | $19.8M |
| Pillar Financial Advisors, LLC | 12.15% | Add +1.3% | 282,677 | $19.4M |
| Forum Private Client Group LLC | 6.87% | Add +2.8% | 281,707 | $19.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +5.9% | 277,371 | $19.0M |
| McLean Asset Management Corp | 3.91% | Reduce -5.0% | 274,281 | $19.0M |
| Pinney & Scofield, Inc. | 11.77% | Add +1.7% | 276,808 | $19.0M |
| Corient Private Wealth LP | 0.03% | Reduce -55.8% | 276,220 | $18.9M |
| Financial Synergies Wealth Advisors, Inc. | 1.89% | Add +2.0% | 272,669 | $18.7M |
| Hill Island Financial LLC | 4.64% | Add +8.4% | 271,723 | $18.6M |
| PCA Investment Advisory Services Inc. | 6.67% | Add +9.8% | 263,448 | $18.0M |
| Parkwoods Wealth Partners, LLC | 6.13% | Add +20.3% | 262,626 | $18.0M |
| Mission Wealth Management, LP | 0.37% | Reduce -1.8% | 260,808 | $17.9M |
| Dynamic Advisor Solutions LLC | 0.52% | Add +1.0% | 259,199 | $17.7M |
| Farther Finance Advisors, LLC | 0.27% | Add +12.6% | 257,639 | $17.6M |
| Advisory Alpha, LLC | 0.48% | Add +8.5% | 251,959 | $17.3M |
| New Hampshire Trust | 3.33% | Reduce -23.2% | 252,281 | $17.3M |
| Monograph Wealth Advisors, LLC | 1.74% | Add +34.0% | 250,701 | $17.2M |
| Tassel Capital Management, Inc. | 10.97% | Add +4.2% | 250,406 | $17.1M |
"% 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.