DFAS Institutional Ownership & Shareholders
DIMENSIONAL US SMALL CAP ETF (DFAS) is currently held by 840 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.79B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Northern Trust Corp is currently the largest disclosed institutional shareholder of DFAS tracked by InsiderSet, reporting ownership valued at approximately $778.09M in its June 30, 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 $752.19M, representing an estimated loss of -3.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 27% of the total disclosed DFAS value among the investors covered in this analysis. Major shareholders include Northern Trust Corp, Bank Of America Corp, Index Fund Advisors, Inc., 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
840
Total Reported Value
$11.79B
Largest Holder
Northern Trust Corp
Largest Position
$778.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Northern Trust Corp | 0.09% | 9,449,673 | $778,086,075 | $752,193,971 | -$25,892,104 | -3.33% | |
| Bank Of America Corp | 0.04% | 6,821,323 | $561,667,738 | $542,977,311 | -$18,690,427 | -3.33% | |
| Index Fund Advisors, Inc. | 19.25% | 5,887,790 | $484,800,655 | $468,668,084 | -$16,132,571 | -3.33% | |
| Focus Partners Wealth | 0.28% | 3,276,884 | $269,818,692 | $260,839,966 | -$8,978,726 | -3.33% | |
| Pure Financial Advisors, Llc | 3.42% | 3,262,743 | $268,654,226 | $259,714,343 | -$8,939,883 | -3.33% | |
| Tci Wealth Advisors, Inc. | 8.98% | 2,879,970 | $222,967,258 | $229,245,612 | +$6,278,354 | +2.82% | |
| Vise Technologies, Inc. | 1.68% | 2,611,205 | $202,159,518 | $207,851,918 | +$5,692,400 | +2.82% | |
| Envestnet Asset Management Inc | 0.04% | 1,874,508 | $154,347,008 | $149,210,837 | -$5,136,171 | -3.33% | |
| Mercer Global Advisors Inc | 0.15% | 1,506,590 | $124,052,594 | $119,924,564 | -$4,128,030 | -3.33% | |
| Savant Capital, Llc | 0.31% | 1,279,755 | $105,420,820 | $101,868,498 | -$3,552,322 | -3.37% | |
| Bank Of Montreal | 0.04% | 1,248,027 | $102,762,500 | $99,342,949 | -$3,419,551 | -3.33% | |
| Midwest Trust Co | 1.14% | 1,322,423 | $102,381,989 | $105,264,871 | +$2,882,882 | +2.82% | |
| Confluence Wealth Services, Inc. | 2.91% | 1,235,907 | $101,762,960 | $98,378,197 | -$3,384,763 | -3.33% | |
| Plancorp, Llc | 2.46% | 1,246,691 | $100,620,418 | $99,236,604 | -$1,383,814 | -1.38% | |
| Royal Bank Of Canada | 0.02% | 1,200,879 | $98,881,000 | $95,589,968 | -$3,291,032 | -3.33% | |
| Premier Financial Group | 19.51% | 1,178,528 | $97,039,984 | $93,810,829 | -$3,229,155 | -3.33% | |
| Great Waters Wealth Management | 8.55% | 1,227,703 | $95,048,788 | $97,725,159 | +$2,676,371 | +2.82% | |
| Raymond James Financial Inc | 0.03% | 1,127,165 | $92,810,797 | $89,722,334 | -$3,088,463 | -3.33% | |
| Washington Trust Bank | 6.42% | 1,115,723 | $91,868,631 | $88,811,551 | -$3,057,080 | -3.33% | |
| Ubs Group Ag | 0.01% | 1,067,070 | $87,862,544 | $84,938,772 | -$2,923,772 | -3.33% | |
| Evanson Asset Management, Llc | 4.62% | 1,211,136 | $86,148,103 | $96,406,426 | +$10,258,323 | +11.91% | |
| Davenport & Co Llc | 0.44% | 1,103,239 | $85,412,733 | $87,817,824 | +$2,405,091 | +2.82% | |
| Focus Partners Advisor Solutions, Llc | 0.66% | 943,404 | $77,679,905 | $75,094,958 | -$2,584,947 | -3.33% | |
| Lpl Financial Llc | 0.02% | 942,761 | $77,626,970 | $75,043,776 | -$2,583,194 | -3.33% | |
| Moisand Fitzgerald Tamayo, Llc | 7.74% | 994,747 | $77,013,288 | $79,181,861 | +$2,168,573 | +2.82% | |
| First Command Advisory Services, Inc. | 0.43% | 887,282 | $73,037,512 | $70,627,647 | -$2,409,865 | -3.30% | |
| Sageworth Trust Co | 2.75% | 941,200 | $72,867,705 | $74,919,520 | +$2,051,815 | +2.82% | |
| Brown Advisory Inc | 0.11% | 878,685 | $72,350,938 | $69,943,326 | -$2,407,612 | -3.33% | |
| Bleakley Financial Group, Llc | 0.86% | 820,209 | $67,535,987 | $65,288,636 | -$2,247,351 | -3.33% | |
| Wealth Management Nebraska | 5.64% | 831,838 | $64,400,934 | $66,214,305 | +$1,813,371 | +2.82% | |
| Pathstone Holdings, Llc | 0.24% | 854,566 | $60,785,295 | $68,023,454 | +$7,238,159 | +11.91% | |
| Cerity Partners Llc | 0.07% | 704,902 | $58,042,346 | $56,110,199 | -$1,932,147 | -3.33% | |
| Mariner, Llc | 0.06% | 685,880 | $56,474,748 | $54,596,048 | -$1,878,700 | -3.33% | |
| Stordahl Capital Management, Inc. | 10.39% | 727,248 | $56,303,547 | $57,888,941 | +$1,585,394 | +2.82% | |
| Cetera Investment Advisers | 0.05% | 679,277 | $55,931,676 | $54,070,449 | -$1,861,227 | -3.33% | |
| Ep Wealth Advisors, Llc | 0.21% | 676,193 | $55,677,735 | $53,824,963 | -$1,852,772 | -3.33% | |
| Dinuzzo Private Wealth, Inc. | 5.52% | 717,924 | $55,581,658 | $57,146,750 | +$1,565,092 | +2.82% | |
| Commonwealth Equity Services, Llc | 0.07% | 673,027 | $55,417,053 | $53,572,949 | -$1,844,104 | -3.33% | |
| Chicago Partners Investment Group Llc | 1.00% | 689,807 | $54,205,049 | $54,908,637 | +$703,588 | +1.30% | |
| Massmutual Private Wealth & Trust, Fsb | 1.43% | 699,167 | $54,129,509 | $55,653,693 | +$1,524,184 | +2.82% | |
| Sax Wealth Advisors, Llc | 1.41% | 637,117 | $49,325,585 | $50,714,513 | +$1,388,928 | +2.82% | |
| Three Arch Wealth Management Llc | 7.45% | 603,328 | $46,709,631 | $48,024,909 | +$1,315,278 | +2.82% | |
| Thrivent Financial For Lutherans | 0.08% | 549,404 | $45,238,000 | $43,732,558 | -$1,505,442 | -3.33% | |
| Truist Financial Corp | 0.05% | 563,327 | $43,612,803 | $44,840,829 | +$1,228,026 | +2.82% | |
| Dixon Fnancial Services, Inc. | 16.98% | 547,046 | $42,352,335 | $43,544,862 | +$1,192,527 | +2.82% | |
| Beaird Harris Wealth Management, Llc | 2.61% | 505,291 | $41,605,636 | $40,221,164 | -$1,384,472 | -3.33% | |
| Elser Financial Planning, Inc | 1.81% | 535,310 | $41,443,715 | $42,610,676 | +$1,166,961 | +2.82% | |
| Kwmg, Llc | 2.98% | 534,904 | $41,412,256 | $42,578,358 | +$1,166,102 | +2.82% | |
| Modera Wealth Management, Llc | 0.44% | 534,074 | $41,348,025 | $42,512,290 | +$1,164,265 | +2.82% | |
| Corient Private Wealth Llc | 0.06% | 493,378 | $40,624,707 | $39,272,889 | -$1,351,818 | -3.33% |
Frequently asked questions about DFAS
Who are the largest institutional holders of DFAS?
The largest institutional holders of DFAS reported in the latest SEC Form 13F filings include Northern Trust Corp, Bank Of America Corp, Index Fund Advisors, Inc., Focus Partners Wealth, and Pure Financial Advisors, Llc. InsiderSet ranks institutional holders by their latest reported DFAS position.
What is DFAS institutional ownership?
This page tracks DFAS positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL US SMALL CAP ETF (DFAS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFAS?
InsiderSet currently tracks 840 institutional managers reporting DFAS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFAS shareholders.
How much DFAS stock do institutions own?
Institutional investment managers disclosed approximately $11.79B in DFAS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFAS institutional ownership last updated?
The latest DFAS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFAS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFAS position after the reporting date.
Are institutions buying or selling DFAS?
Institutional buying and selling can be analyzed by comparing DFAS positions across consecutive 13F reporting periods. InsiderSet's DFAS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFAS ownership changes.
How has DFAS institutional ownership changed over time?
InsiderSet tracks DFAS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.