Who owns Dimensional - US Small Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFAS from SEC Form 13F filings across 915 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 915 institutions disclosed 154.7M shares of Dimensional - US Small Cap ETF worth $12.71B — about 82.2% of shares outstanding; the largest disclosed holder is Creative Planning. Source: SEC Form 13F filings, parsed by EvidInvest.
915
13F holders
$12.71B
value, 2026 filers
82.2%
of shares outstanding (154.7M sh)
91
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFAS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 27.8M | $2.29B | 1.3% | 14.8% | +6.1% |
| 2 | NORTHERN TRUST CORP | 9.4M | $778.1M | 0.1% | 5% | +2.8% |
| 3 | BANK OF AMERICA CORP /DE/ | 6.8M | $561.7M | 0.0% | 3.6% | +3.1% |
| 4 | Index Fund Advisors, Inc. | 5.9M | $484.8M | 19.2% | 3.1% | -0.2% |
| 5 | Focus Partners Wealth | 3.3M | $269.8M | 0.3% | 1.7% | -4.9% |
| 6 | Pure Financial Advisors, LLC | 3.3M | $268.7M | 3.4% | 1.7% | +2.0% |
| 7 | TCI Wealth Advisors, Inc. | 2.8M | $232.3M | 10.0% | 1.5% | +8.7% |
| 8 | Root Financial Partners, LLC | 2.3M | $191.8M | 7.5% | 1.2% | +46.9% |
| 9 | Vise Technologies, Inc. | 2.2M | $184.3M | 2.1% | 1.2% | +77.9% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 1.9M | $154.3M | 0.0% | 1% | +8.8% |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | 1.5M | $124.1M | 0.2% | 0.8% | +10.9% |
| 12 | Midwest Trust Co | 1.3M | $109.4M | 1.2% | 0.7% | -3.5% |
| 13 | Savant Capital, LLC | 1.3M | $105.4M | 0.3% | 0.7% | +17.1% |
| 14 | BANK OF MONTREAL /CAN/ | 1.2M | $102.8M | 0.0% | 0.7% | +2.9% |
| 15 | Plancorp, LLC | 1.2M | $100.6M | 2.5% | 0.7% | -1.9% |
| 16 | Confluence Wealth Services, Inc. | 1.2M | $101.8M | 2.9% | 0.7% | +18.4% |
| 17 | Evanson Financial, LLCNEW | 1.2M | $100.3M | 4.9% | 0.6% | new |
| 18 | ROYAL BANK OF CANADA | 1.2M | $98.9M | 0.0% | 0.6% | -1.9% |
| 19 | Premier Financial Group | 1.2M | $97.0M | 19.5% | 0.6% | -0.3% |
| 20 | Great Waters Wealth Management | 1.2M | $94.7M | 8.8% | 0.6% | +4.9% |
| 21 | HighTower Advisors, LLC | 1.1M | $92.8M | 0.1% | 0.6% | +13.2% |
| 22 | RAYMOND JAMES FINANCIAL INC | 1.1M | $92.8M | 0.0% | 0.6% | +9.7% |
| 23 | Washington Trust Bank | 1.1M | $91.9M | 6.4% | 0.6% | -2.2% |
| 24 | UBS Group AG | 1.1M | $87.9M | 0.0% | 0.6% | +5.2% |
| 25 | Moisand Fitzgerald Tamayo, LLC | 979,623 | $80.7M | 7.9% | 0.5% | +0.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.