DIMENSIONAL US SMALL CAP ETF (DFAS) Institutional Ownership Changes & 13F Activity
DIMENSIONAL US SMALL CAP ETF (DFAS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Stadion Money Management, Llc, Mercer Global Advisors Inc, Vestmark Advisory Solutions, Inc., Jones Financial Companies Lllp, and Aqr Capital Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Brighton Jones Llc | Buy | +5,828 | — | 5,828 | $414.54K | Q1 2026 | Aug 07, 2026 |
| Robinswood Financial Llc | Buy | +2 | +0.1% | 2,925 | $208.07K | Q1 2026 | Jul 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +34,248 | +12.9% | 299,464 | $21.30M | Q1 2026 | Jul 08, 2026 |
| Optimus Capital Advisors, Llc | Sell | -29,274 | -100.0% | 0 | $0.00 | Q1 2026 | Jun 17, 2026 |
| E-Wealth Partners, Llc | Buy | +769 | +23.6% | 4,021 | $286.00K | Q1 2026 | Jun 11, 2026 |
| Mcilrath & Eck, Llc | Buy | +3,535 | +145.6% | 5,963 | $424.17K | Q1 2026 | May 19, 2026 |
| Western Wealth Management, Llc | Buy | +1,407 | +11.6% | 13,573 | $965.43K | Q1 2026 | May 19, 2026 |
| Financial Insights, Inc. | Sell | -43 | -0.3% | 15,979 | $1.14M | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Sell | -12,986 | -0.2% | 6,618,892 | $470.80M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -8,739 | -9.4% | 84,327 | $599.15K | Q1 2026 | May 18, 2026 |
| Claris Financial Llc | Buy | +4,751 | — | 4,751 | $337.94K | Q1 2026 | May 18, 2026 |
| Ariadne Wealth Management, Lp | Buy | +532 | +1.8% | 29,528 | $2.10M | Q1 2026 | May 18, 2026 |
| Vestwell Advisors, Llc | Buy | +526 | — | 526 | $37.46K | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Buy | +410 | +2.2% | 19,407 | $1.38M | Q1 2026 | May 18, 2026 |
| Stadion Money Management, Llc | Sell | -245,471 | -77.4% | 71,692 | $5.10K | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Buy | +239,764 | +21.4% | 1,358,745 | $96.65M | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +109,239 | — | 109,239 | $7.77M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +86,584 | +39.1% | 308,289 | $21.57M | Q1 2026 | May 15, 2026 |
| Aqr Capital Management Llc | Buy | +74,997 | +84.3% | 163,998 | $11.67M | Q1 2026 | May 15, 2026 |
| Brown Advisory Inc | Buy | +71,129 | +9.9% | 790,065 | $56.20M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -69,649 | -2.0% | 3,447,394 | $249.87M | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Buy | +65,193 | +39.4% | 230,524 | $16.40M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +62,582 | +38.6% | 224,688 | $15.98M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +57,340 | +4.9% | 1,223,939 | $87.06M | Q1 2026 | May 15, 2026 |
| Wealth Management Nebraska | Buy | +46,081 | +6.5% | 750,357 | $53.37M | Q1 2026 | May 15, 2026 |
| Peapack Gladstone Financial Corp | Sell | -35,134 | -63.9% | 19,816 | $1.41M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +29,747 | +9.0% | 359,241 | $25.55M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +29,586 | +7.0% | 452,530 | $32.19M | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Buy | +27,287 | +236.5% | 38,823 | $2.76M | Q1 2026 | May 15, 2026 |
| Hub Investment Partners, Llc | Buy | +25,225 | +65.7% | 63,633 | $4.53M | Q1 2026 | May 15, 2026 |
Frequently asked questions about DFAS activity
Which institutional owners are buying DFAS?
Institutional owners buying DFAS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DFAS activity?
"Buy" means an investor increased their reported position in DFAS compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL US SMALL CAP ETF (DFAS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DFAS increasing?
Institutional interest in DFAS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.