DIMENSIONAL US SMALL CAP ETF (DFAS) Top Institutional Shareholders
DIMENSIONAL US SMALL CAP ETF (DFAS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $10.18B in DFAS holdings during the latest filing period.
Creative Planning is currently the largest disclosed institutional shareholder of DFAS tracked by InsiderSet, reporting ownership valued at approximately $1.87B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.08B, representing an estimated gain of +11.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed DFAS value among the investors covered in this analysis. Major shareholders include Creative Planning, Northern Trust Corp, Bank Of America Corp, and several other long-term asset managers with concentrated positions in DIMENSIONAL US SMALL CAP ETF (DFAS).
This page ranks the largest institutional DFAS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
859
Total Reported Value
$10.18B
Largest Holder
Creative Planning
Largest Position
$1.87B
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 1.27% | 26,230,978 | $1,865,809,437 | $2,080,116,555 | +$214,307,118 | +11.49% | |
| Northern Trust Corp | 0.09% | 9,193,715 | $653,948,947 | $729,061,600 | +$75,112,653 | +11.49% | |
| Bank Of America Corp | 0.03% | 6,618,892 | $470,801,805 | $524,878,136 | +$54,076,331 | +11.49% | |
| Index Fund Advisors, Inc. | 18.89% | 5,900,990 | $419,737,438 | $467,948,507 | +$48,211,069 | +11.49% | |
| Focus Partners Wealth | 0.28% | 3,447,394 | $249,871,279 | $273,378,344 | +$23,507,065 | +9.41% | |
| Pure Financial Advisors, Llc | 3.26% | 3,197,949 | $227,470,145 | $253,597,356 | +$26,127,211 | +11.49% | |
| Tci Wealth Advisors, Inc. | 9.80% | 2,595,074 | $184,587,596 | $205,789,368 | +$21,201,772 | +11.49% | |
| Envestnet Asset Management Inc | 0.03% | 1,722,783 | $122,541,541 | $136,616,692 | +$14,075,151 | +11.49% | |
| Root Financial Partners, Llc | 5.22% | 1,586,355 | $112,837,443 | $125,797,952 | +$12,960,509 | +11.49% | |
| Midwest Trust Co | 1.22% | 1,376,605 | $97,917,914 | $109,164,777 | +$11,246,863 | +11.49% | |
| Mercer Global Advisors Inc | 0.14% | 1,358,745 | $96,647,515 | $107,748,479 | +$11,100,964 | +11.49% | |
| Plancorp, Llc | 2.68% | 1,270,271 | $94,177,881 | $100,732,490 | +$6,554,609 | +6.96% | |
| Vise Technologies, Inc. | 1.72% | 1,257,727 | $87,625,840 | $99,737,751 | +$12,111,911 | +13.82% | |
| Royal Bank Of Canada | 0.02% | 1,223,939 | $87,060,000 | $97,058,363 | +$9,998,363 | +11.48% | |
| Bank Of Montreal | 0.04% | 1,212,428 | $86,239,969 | $96,145,540 | +$9,905,571 | +11.49% | |
| Evanson Asset Management, Llc | 4.62% | 1,211,136 | $86,148,103 | $96,043,085 | +$9,894,982 | +11.49% | |
| Premier Financial Group | 14.52% | 1,182,493 | $85,263,650 | $93,771,695 | +$8,508,045 | +9.98% | |
| Washington Trust Bank | 5.99% | 1,141,204 | $81,173,840 | $90,497,477 | +$9,323,637 | +11.49% | |
| Great Waters Wealth Management | 8.25% | 1,096,574 | $77,999,292 | $86,958,318 | +$8,959,026 | +11.49% | |
| Savant Capital, Llc | 0.38% | 1,092,969 | $77,742,855 | $86,672,442 | +$8,929,587 | +11.49% | |
| First Command Advisory Services, Inc. | 0.52% | 1,092,163 | $77,685,501 | $86,608,526 | +$8,923,025 | +11.49% | |
| Confluence Wealth Services, Inc. | 2.88% | 1,043,799 | $74,245,391 | $82,773,261 | +$8,527,870 | +11.49% | |
| Raymond James Financial Inc | 0.02% | 1,027,570 | $73,091,014 | $81,486,301 | +$8,395,287 | +11.49% | |
| Ubs Group Ag | 0.01% | 1,013,956 | $72,122,690 | $80,406,711 | +$8,284,021 | +11.49% | |
| Hightower Advisors, Llc | 0.08% | 996,253 | $70,863,403 | $79,002,863 | +$8,139,460 | +11.49% | |
| Moisand Fitzgerald Tamayo, Llc | 7.42% | 970,443 | $69,027,587 | $76,956,130 | +$7,928,543 | +11.49% | |
| Focus Partners Advisor Solutions, Llc | 0.67% | 940,007 | $66,717,767 | $74,542,555 | +$7,824,788 | +11.73% | |
| Lpl Financial Llc | 0.02% | 894,689 | $63,639,225 | $70,948,838 | +$7,309,613 | +11.49% | |
| Pathstone Holdings, Llc | 0.24% | 854,566 | $60,785,295 | $67,767,084 | +$6,981,789 | +11.49% | |
| Brown Advisory Inc | 0.09% | 790,065 | $56,197,362 | $62,652,155 | +$6,454,793 | +11.49% | |
| Davenport & Co Llc | 0.30% | 754,654 | $53,678,568 | $59,844,062 | +$6,165,494 | +11.49% | |
| Wealth Management Nebraska | 5.41% | 750,357 | $53,372,898 | $59,503,310 | +$6,130,412 | +11.49% | |
| Bleakley Financial Group, Llc | 0.83% | 750,183 | $53,360,550 | $59,489,512 | +$6,128,962 | +11.49% | |
| Chicago Partners Investment Group Llc | 1.17% | 681,445 | $52,471,296 | $54,038,589 | +$1,567,293 | +2.99% | |
| Dinuzzo Private Wealth, Inc. | 5.64% | 735,546 | $52,319,412 | $58,328,798 | +$6,009,386 | +11.49% | |
| Massmutual Private Wealth & Trust, Fsb | 1.42% | 735,416 | $52,310,140 | $58,318,489 | +$6,008,349 | +11.49% | |
| Stordahl Capital Management, Inc. | 10.43% | 711,896 | $50,637,140 | $56,453,353 | +$5,816,213 | +11.49% | |
| Ep Wealth Advisors, Llc | 0.24% | 677,210 | $48,169,971 | $53,702,753 | +$5,532,782 | +11.49% | |
| Commonwealth Equity Services, Llc | 0.07% | 672,914 | $47,864,361 | $53,362,080 | +$5,497,719 | +11.49% | |
| Mariner, Llc | 0.05% | 646,339 | $45,973,941 | $51,254,683 | +$5,280,742 | +11.49% | |
| Cetera Investment Advisers | 0.05% | 640,069 | $45,528,111 | $50,757,472 | +$5,229,361 | +11.49% | |
| Three Arch Wealth Management Llc | 8.06% | 630,096 | $44,818,736 | $49,966,613 | +$5,147,877 | +11.49% | |
| Corient Private Wealth Llc | 0.06% | 594,714 | $42,290,236 | $47,160,820 | +$4,870,584 | +11.52% | |
| Truist Financial Corp | 0.06% | 591,800 | $42,094,734 | $46,929,740 | +$4,835,006 | +11.49% | |
| Cerity Partners Llc | 0.06% | 568,932 | $40,468,283 | $45,116,308 | +$4,648,025 | +11.49% | |
| Dixon Fnancial Services, Inc. | 17.80% | 557,492 | $39,654,378 | $44,209,116 | +$4,554,738 | +11.49% | |
| Elser Financial Planning, Inc | 1.91% | 555,668 | $39,393,308 | $44,064,472 | +$4,671,164 | +11.86% | |
| Sax Wealth Advisors, Llc | 1.85% | 547,711 | $38,158,997 | $43,433,482 | +$5,274,485 | +13.82% | |
| Beaird Harris Wealth Management, Llc | 2.56% | 529,498 | $37,663,220 | $41,989,191 | +$4,325,971 | +11.49% | |
| Modera Wealth Management, Llc | 0.43% | 507,238 | $36,079,854 | $40,223,973 | +$4,144,119 | +11.49% |
Frequently asked questions about DFAS
Who owns the most DFAS stock?
The largest holders of DFAS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL US SMALL CAP ETF (DFAS).
Is DFAS widely held by superinvestors?
Many widely followed stocks like DFAS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFAS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.