Dimensional US Small Cap ETFDFASETF
13F holders, Q1 2026 (March 31)892holders +20
58new positions
30sold out
3famous investors
$71.22avg. 13F price*
At the end of Q1 2026, 892 institutions reported holding Dimensional US Small Cap ETF (DFAS) in their 13F filings, up 20 from Q4 2025. 58 opened new positions and 30 sold out. The largest holders were Creative Planning ($1.9B), Northern Trust Corp. ($653.9M) and Bank of America Corp. ($470.8M). 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 David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $63.5M |
| Exits | 30 | $22.4M |
All 13F filers, Q4 2025 → Q1 2026: 9,846,095 shares bought and 2,672,394 shares sold, net +7,173,701 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 892 holders
| Creative Planning | 1.27% | Add +5.6% | 26,230,978 | $1.9B |
| Northern Trust Corp. | 0.09% | Add +13.5% | 9,193,715 | $653.9M |
| Bank of America Corp. | 0.03% | Reduce -0.2% | 6,618,892 | $470.8M |
| Index Fund Advisors, Inc. | 18.89% | Add +1.0% | 5,900,990 | $419.7M |
| Focus Partners Wealth | 0.28% | Reduce -2.0% | 3,447,394 | $249.9M |
| Pure Financial Advisors, LLC | 3.30% | Add +3.0% | 3,197,949 | $227.5M |
| TCI Wealth Advisors, Inc. | 9.80% | Add +1.5% | 2,595,074 | $184.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +11.0% | 1,722,783 | $122.5M |
| Root Financial Partners, LLC | 5.22% | Add +17.1% | 1,586,355 | $112.8M |
| Midwest Trust Co | 1.22% | Reduce -0.6% | 1,376,605 | $97.9M |
| Mercer Global Advisors Inc. | 0.14% | Add +21.4% | 1,358,745 | $96.6M |
| Plancorp, LLC | 2.68% | Reduce -2.8% | 1,270,271 | $94.2M |
| Vise Technologies, Inc. | 1.72% | No change | 1,257,727 | $87.6M |
| Royal Bank of Canada | 0.02% | Add +4.9% | 1,223,939 | $87.1M |
| Bank of Montreal | 0.04% | Add +18.7% | 1,212,428 | $86.2M |
| Evanson Asset Management, LLC | 4.63% | Add +4.2% | 1,211,136 | $86.1M |
| Premier Financial Group | 14.52% | Reduce -0.0% | 1,182,493 | $85.3M |
| Washington Trust Bank | 5.99% | Reduce -1.2% | 1,141,204 | $81.2M |
| Great Waters Wealth Management | 8.26% | Add +4.5% | 1,096,574 | $78.0M |
| Savant Capital, LLC | 0.38% | Reduce -8.1% | 1,092,969 | $77.7M |
| First Command Advisory Services, Inc. | 0.52% | Reduce -3.4% | 1,092,163 | $77.7M |
| Confluence Wealth Services, Inc. | 2.88% | Add +3.7% | 1,043,799 | $74.2M |
| Raymond James Financial Inc. | 0.02% | Add +12.6% | 1,027,570 | $73.1M |
| UBS Group AG | 0.01% | Add +10.3% | 1,013,956 | $72.1M |
| HighTower Advisors, LLC | 0.08% | Reduce -0.3% | 996,253 | $70.9M |
| Moisand Fitzgerald Tamayo, LLC | 7.42% | Add +0.4% | 970,443 | $69.0M |
| Sageworth Trust Co | 2.96% | Reduce -0.1% | 967,803 | $68.8M |
| Focus Partners Advisor Solutions, LLC | 0.67% | Add +12.0% | 940,007 | $66.7M |
| LPL Financial LLC | 0.02% | Add +0.6% | 894,689 | $63.6M |
| Pathstone Holdings, LLC | 0.24% | Add +48.0% | 854,566 | $60.8M |
| Bernicke Wealth Management, Ltd. | 7.51% | Reduce -1.7% | 817,085 | $58.1M |
| Brown Advisory Inc. | 0.09% | Add +9.9% | 790,065 | $56.2M |
| DAVENPORT & Co LLC | 0.30% | Add +19.4% | 754,654 | $53.7M |
| Wealth Management Nebraska | 5.41% | Add +6.5% | 750,357 | $53.4M |
| Bleakley Financial Group, LLC | 0.83% | Add +21.3% | 750,183 | $53.4M |
| Chicago Partners Investment Group LLC | 1.17% | Add +2.1% | 681,445 | $52.5M |
| DiNuzzo Private Wealth, Inc. | 5.64% | Add +0.0% | 735,546 | $52.3M |
| MassMutual Private Wealth & Trust, FSB | 1.42% | Reduce -3.3% | 735,416 | $52.3M |
| Stordahl Capital Management, Inc. | 10.43% | Reduce -1.3% | 711,896 | $50.6M |
| EP Wealth Advisors, LLC | 0.24% | Add +118.9% | 677,210 | $48.2M |
| Commonwealth Equity Services, LLC | 0.07% | Add +2.9% | 672,914 | $47.9M |
| Mariner, LLC | 0.05% | Reduce -4.5% | 646,339 | $46.0M |
| Cetera Investment Advisers | 0.05% | Add +6.5% | 640,069 | $45.5M |
| Three Arch Wealth Management LLC | 8.06% | Reduce -1.7% | 630,096 | $44.8M |
| Corient Private Wealth LP | 0.06% | Reduce -1.9% | 594,714 | $42.3M |
| Truist Financial Corp. | 0.06% | Add +25.7% | 591,800 | $42.1M |
| Cerity Partners LLC | 0.06% | Add +3.9% | 568,932 | $40.5M |
| Dixon Fnancial Services, Inc. | 17.80% | Reduce -0.7% | 557,492 | $39.7M |
| Elser Financial Planning, Inc | 1.91% | Add +2754.4% | 555,668 | $39.4M |
| Sax Wealth Advisors, LLC | 1.85% | Reduce -0.1% | 547,711 | $38.2M |
| Beaird Harris Wealth Management, LLC | 2.56% | Reduce -4.6% | 529,498 | $37.7M |
| Modera Wealth Management, LLC | 0.43% | Reduce -2.1% | 507,238 | $36.1M |
| Kwmg, LLC | 2.94% | Add +2.5% | 494,697 | $35.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -16.3% | 491,168 | $34.9M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -8.6% | 482,231 | $34.3M |
| Hurlow Wealth Management Group, Inc. | 8.13% | Add +7.0% | 480,193 | $34.2M |
| Austin Asset Management Co Inc | 5.55% | Reduce -2.2% | 462,691 | $32.9M |
| Richard Young Associates, Ltd. | 24.87% | Add +1.0% | 460,429 | $32.8M |
| Osaic Holdings, Inc. | 0.05% | Add +7.0% | 452,530 | $32.2M |
| Heritage Investment Group, Inc. | 4.75% | Reduce -0.5% | 440,957 | $31.4M |
| Heritage Wealth Management, Inc./Texas | 13.20% | Add +1.7% | 434,306 | $30.9M |
| Phillips Financial Management, LLC | 2.24% | Reduce -6.7% | 434,221 | $30.9M |
| Sequoia Financial Advisors, LLC | 0.17% | Reduce -5.1% | 429,834 | $30.6M |
| Acorn Creek Capital LLC | 10.86% | Add +0.6% | 427,711 | $30.4M |
| DecisionPoint Financial, LLC | 6.49% | Add +1.9% | 423,555 | $30.1M |
| Financial Consulate, Inc. | 3.75% | Reduce -0.5% | 422,592 | $30.1M |
| Fifth Third Bancorp | 0.05% | Add +36601.9% | 391,609 | $27.9M |
| Tanager Wealth Management LLP | 2.68% | Reduce -4.8% | 389,339 | $27.7M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +26.4% | 386,291 | $27.5M |
| Farther Finance Advisors, LLC | 0.26% | Add +19.2% | 381,467 | $27.3M |
| Apella Capital, LLC | 0.40% | Add +376.6% | 351,534 | $27.1M |
| M Holdings Securities, Inc. | 1.82% | Add +19.5% | 369,038 | $26.9M |
| Captrust Financial Advisors | 0.05% | Add +1.7% | 362,073 | $25.8M |
| Choreo, LLC | 0.31% | Add +0.3% | 359,782 | $25.6M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +9.0% | 359,241 | $25.6M |
| Market Street Wealth Management Advisors LLC | 3.96% | Add +0.1% | 352,761 | $25.1M |
| Disciplined Equity Management, Inc. | 12.49% | Reduce -0.2% | 349,566 | $24.9M |
| Your Advocates Ltd., LLP | 7.52% | Add +5.2% | 346,808 | $24.7M |
| Guardian Wealth Management, LLC | 7.35% | Add +0.6% | 340,536 | $24.2M |
| Tillman Hartley LLC | 6.00% | Add +2.3% | 336,164 | $23.9M |
| Jackson Thornton Wealth Management, LLC | 2.08% | Add +2.5% | 311,179 | $23.1M |
| Foster Group, Inc. | 0.69% | Reduce -2.5% | 323,858 | $23.0M |
| PCA Investment Advisory Services Inc. | 7.56% | Add +10.1% | 318,367 | $22.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.39% | Reduce -2.0% | 317,343 | $22.6M |
| Builder Investment Group Inc. | 4.87% | Reduce -1.0% | 315,604 | $22.4M |
| Tilson Financial Group, Inc. | 6.59% | Add +1.7% | 308,886 | $22.0M |
| Jones Financial Companies LLLP | 0.01% | Add +39.0% | 308,289 | $21.6M |
| Planning Center, Inc. | 2.17% | Reduce -4.0% | 300,467 | $21.4M |
| Wells Fargo & Company | 0.00% | Add +12.9% | 299,464 | $21.3M |
| Advisory Alpha, LLC | 0.58% | Add +12.0% | 296,765 | $21.1M |
| Forum Private Client Group LLC | 7.00% | Add +2.4% | 295,456 | $21.0M |
| Pinney & Scofield, Inc. | 11.21% | Add +1.4% | 292,372 | $20.8M |
| Mission Wealth Management, LP | 0.44% | Reduce -1.6% | 292,340 | $20.8M |
| Pillar Financial Advisors, LLC | 12.05% | Add +1.6% | 289,825 | $20.6M |
| Parkwoods Wealth Partners, LLC | 5.04% | Add +7.8% | 288,879 | $20.5M |
| Maseco LLP | 0.64% | Reduce -3.6% | 287,640 | $20.5M |
| Hill Island Financial LLC | 4.92% | Add +1.6% | 284,662 | $20.2M |
| McNamara Financial Services, Inc. | 3.82% | Reduce -0.9% | 283,492 | $20.2M |
| Financial Synergies Wealth Advisors, Inc. | 1.92% | Add +0.6% | 283,357 | $20.2M |
| Allodium Investment Consultants, LLC | 9.46% | Add +3.1% | 277,769 | $19.8M |
"% 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.