Dimensional US Small Cap ETFDFASETF
13F holders, Q4 2025 (December 31)872holders +87
55new positions
28sold out
2famous investors
$69.69avg. 13F price*
At the end of Q4 2025, 872 institutions reported holding Dimensional US Small Cap ETF (DFAS) in their 13F filings, up 87 from Q3 2025. 55 opened new positions and 28 sold out. The largest holders were Creative Planning ($1.7B), Northern Trust Corp. ($564.5M) and Bank of America Corp. ($462.0M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $108.9M |
| Exits | 28 | $22.2M |
All 13F filers, Q3 2025 → Q4 2025: 10,234,519 shares bought and 2,186,371 shares sold, net +8,048,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 872 holders
| Creative Planning | 1.24% | Add +9.5% | 24,835,701 | $1.7B |
| Northern Trust Corp. | 0.07% | Add +0.3% | 8,102,950 | $564.5M |
| Bank of America Corp. | 0.03% | Add +0.3% | 6,631,878 | $462.0M |
| Index Fund Advisors, Inc. | 19.11% | Reduce -0.2% | 5,844,597 | $407.2M |
| Focus Partners Wealth | 0.28% | Add +3.4% | 3,517,043 | $245.0M |
| Pure Financial Advisors, LLC | 3.24% | Add +5.4% | 3,104,414 | $216.3M |
| TCI Wealth Advisors, Inc. | 9.82% | Add +4.0% | 2,555,837 | $178.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -3.2% | 1,552,450 | $108.2M |
| Midwest Trust Co | 1.20% | Add +6.3% | 1,384,944 | $96.5M |
| Root Financial Partners, LLC | 4.88% | Add +39.1% | 1,355,176 | $94.4M |
| Plancorp, LLC | 2.75% | Reduce -1.4% | 1,306,504 | $91.0M |
| Vise Technologies, Inc. | 1.72% | Add +216.8% | 1,257,727 | $87.6M |
| Savant Capital, LLC | 0.47% | Reduce -7.2% | 1,189,294 | $82.9M |
| Premier Financial Group | 21.59% | Add +1.7% | 1,182,919 | $82.8M |
| Royal Bank of Canada | 0.01% | Add +8.7% | 1,166,599 | $81.3M |
| Evanson Asset Management, LLC | 4.37% | Add +1.4% | 1,162,402 | $81.0M |
| Washington Trust Bank | 5.64% | Add +0.5% | 1,154,951 | $80.5M |
| First Command Advisory Services, Inc. | 0.55% | Reduce -1.9% | 1,130,069 | $78.7M |
| Mercer Global Advisors Inc. | 0.12% | Add +17.2% | 1,118,981 | $78.0M |
| Great Waters Wealth Management | 8.04% | Add +12.5% | 1,049,586 | $73.1M |
| Bank of Montreal | 0.03% | Add +4.8% | 1,021,046 | $71.1M |
| Confluence Wealth Services, Inc. | 2.91% | Add +6.5% | 1,006,896 | $70.2M |
| HighTower Advisors, LLC | 0.08% | Add +3.3% | 999,202 | $69.6M |
| Sageworth Trust Co | 2.89% | Add +2.0% | 968,342 | $67.5M |
| Moisand Fitzgerald Tamayo, LLC | 7.61% | Add +1.3% | 966,616 | $67.3M |
| UBS Group AG | 0.01% | Add +5.8% | 919,104 | $64.0M |
| Raymond James Financial Inc. | 0.02% | Add +17.6% | 912,788 | $63.6M |
| LPL Financial LLC | 0.02% | Add +7.2% | 889,001 | $61.9M |
| Focus Partners Advisor Solutions, LLC | 0.72% | Reduce -1.4% | 839,534 | $58.5M |
| Bernicke Wealth Management, Ltd. | 7.44% | — | 830,897 | $57.9M |
| MassMutual Private Wealth & Trust, FSB | 1.36% | Reduce -0.5% | 760,466 | $53.0M |
| DiNuzzo Private Wealth, Inc. | 5.57% | Reduce -0.6% | 735,392 | $51.2M |
| Stordahl Capital Management, Inc. | 10.35% | Reduce -0.0% | 721,406 | $50.3M |
| Brown Advisory Inc. | 0.07% | Reduce -2.3% | 718,936 | $50.1M |
| Chicago Partners Investment Group LLC | 1.23% | Add +2.3% | 667,600 | $49.7M |
| Wealth Management Nebraska | 5.61% | Add +6.8% | 704,276 | $49.1M |
| Mariner, LLC | 0.06% | Add +22.4% | 676,560 | $47.1M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -2.2% | 654,144 | $45.6M |
| Three Arch Wealth Management LLC | 8.37% | — | 640,922 | $44.7M |
| DAVENPORT & Co LLC | 0.24% | Add +15.8% | 632,175 | $44.0M |
| Bleakley Financial Group, LLC | 0.75% | Add +1.0% | 618,560 | $43.1M |
| Corient Private Wealth LP | 0.06% | Add +119.6% | 606,555 | $42.3M |
| Cetera Investment Advisers | 0.05% | Add +13.9% | 600,702 | $41.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -1.2% | 587,004 | $40.9M |
| Pathstone Holdings, LLC | 0.16% | Add +15.0% | 577,477 | $40.2M |
| Dixon Fnancial Services, Inc. | 17.35% | Reduce -0.3% | 561,605 | $39.1M |
| Beaird Harris Wealth Management, LLC | 2.66% | Reduce -1.9% | 555,086 | $38.7M |
| Sax Wealth Advisors, LLC | 1.80% | Add +0.9% | 548,487 | $38.2M |
| Cerity Partners LLC | 0.06% | Add +5.0% | 547,569 | $38.1M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -0.4% | 527,514 | $37.1M |
| Modera Wealth Management, LLC | 0.42% | Reduce -2.7% | 518,222 | $36.1M |
| Kwmg, LLC | 2.90% | Add +2.3% | 482,648 | $33.6M |
| Austin Asset Management Co Inc | 5.63% | Reduce -1.1% | 472,914 | $32.9M |
| Truist Financial Corp. | 0.04% | Reduce -1.7% | 470,710 | $32.8M |
| Phillips Financial Management, LLC | 2.09% | Add +6.4% | 465,214 | $32.4M |
| Richard Young Associates, Ltd. | 24.80% | — | 455,789 | $31.8M |
| Sequoia Financial Advisors, LLC | 0.18% | Reduce -0.6% | 452,836 | $31.5M |
| Hurlow Wealth Management Group, Inc. | 7.65% | Add +11.5% | 448,766 | $31.3M |
| Heritage Investment Group, Inc. | 4.70% | Reduce -0.7% | 443,051 | $30.9M |
| Heritage Wealth Management, Inc./Texas | 12.91% | Add +2.7% | 427,125 | $29.8M |
| Acorn Creek Capital LLC | 10.64% | Add +1.6% | 425,052 | $29.6M |
| Financial Consulate, Inc. | 4.04% | Add +1.8% | 424,499 | $29.6M |
| Osaic Holdings, Inc. | 0.04% | Add +3.5% | 422,944 | $29.5M |
| DecisionPoint Financial, LLC | 6.37% | Add +4.1% | 415,630 | $29.0M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +2.5% | 396,997 | $28.8M |
| Tanager Wealth Management LLP | 2.84% | Add +2.2% | 408,871 | $28.5M |
| Comerica Bank | 0.11% | Reduce -0.6% | 393,518 | $27.4M |
| Divergent Planning, LLC | 6.49% | Add +2.0% | 361,021 | $25.4M |
| Choreo, LLC | 0.32% | Reduce -2.2% | 358,655 | $25.3M |
| Captrust Financial Advisors | 0.05% | Add +0.3% | 355,904 | $24.8M |
| Market Street Wealth Management Advisors LLC | 3.82% | Add +1.9% | 352,483 | $24.6M |
| Disciplined Equity Management, Inc. | 12.64% | Add +2.4% | 350,232 | $24.4M |
| Guardian Wealth Management, LLC | 7.48% | — | 338,472 | $23.6M |
| Foster Group, Inc. | 0.70% | Reduce -3.3% | 332,181 | $23.1M |
| Your Advocates Ltd., LLP | 7.50% | Add +1.1% | 329,790 | $23.0M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +14.0% | 329,494 | $23.0M |
| Tillman Hartley LLC | 5.75% | Add +1.6% | 328,739 | $22.9M |
| Arax Advisory Partners | 0.66% | New | 326,465 | $22.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.40% | Add +0.4% | 323,700 | $22.6M |
| Farther Finance Advisors, LLC | 0.24% | Add +24.2% | 319,942 | $22.3M |
| Builder Investment Group Inc. | 4.80% | Add +4.8% | 318,809 | $22.2M |
| Stadion Money Management, LLC | 1.79% | Add +42.7% | 317,163 | $22.1M |
| Jackson Thornton Wealth Management, LLC | 2.08% | Reduce -0.2% | 303,603 | $22.0M |
| Planning Center, Inc. | 2.23% | Reduce -6.1% | 313,146 | $21.8M |
| EP Wealth Advisors, LLC | 0.11% | — | 309,315 | $21.5M |
| M Holdings Securities, Inc. | 1.54% | New | 308,858 | $21.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +10.2% | 305,693 | $21.3M |
| Tilson Financial Group, Inc. | 6.51% | Add +3.1% | 303,666 | $21.2M |
| Maseco LLP | 0.91% | Reduce -2.3% | 298,511 | $20.8M |
| Mission Wealth Management, LP | 0.42% | Add +13.9% | 297,096 | $20.7M |
| Timonier Family Office, LTD. | 6.56% | Add +1.6% | 296,472 | $20.7M |
| PCA Investment Advisory Services Inc. | 7.04% | Add +9.8% | 289,187 | $20.1M |
| Forum Private Client Group LLC | 6.85% | Add +2.5% | 288,650 | $20.1M |
| Pinney & Scofield, Inc. | 11.40% | Add +4.2% | 288,343 | $20.1M |
| McNamara Financial Services, Inc. | 3.78% | Add +7836.6% | 286,036 | $19.9M |
| Pillar Financial Advisors, LLC | 11.99% | Add +0.9% | 285,337 | $19.9M |
| AdvisorNet Financial, Inc | 1.06% | Reduce -2.1% | 285,119 | $19.9M |
| Financial Synergies Wealth Advisors, Inc. | 1.89% | Add +3.3% | 281,559 | $19.6M |
| Hill Island Financial LLC | 4.67% | Add +3.1% | 280,214 | $19.5M |
| McLean Asset Management Corp | 3.49% | Reduce -4.0% | 263,163 | $19.5M |
"% 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.