DIMENSIONAL US SMALL CAP ETF (DFAS) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $9.84B in DFAS holdings during the latest filing period.
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 $798.31M, representing an estimated gain of +2.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 32% 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
888
Total Reported Value
$9.84B
Largest Holder
Northern Trust Corp
Largest Position
$778.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
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 | $798,308,375 | +$20,222,300 | +2.60% | |
| Bank Of America Corp | 0.04% | 6,821,323 | $561,667,738 | $576,265,367 | +$14,597,629 | +2.60% | |
| Index Fund Advisors, Inc. | 19.25% | 5,887,790 | $484,800,655 | $497,400,499 | +$12,599,844 | +2.60% | |
| Focus Partners Wealth | 0.28% | 3,276,884 | $269,818,692 | $276,831,160 | +$7,012,468 | +2.60% | |
| Tci Wealth Advisors, Inc. | 10.05% | 2,820,974 | $232,278,968 | $238,315,884 | +$6,036,916 | +2.60% | |
| Pure Financial Advisors, Llc | 3.26% | 3,197,949 | $227,470,145 | $270,162,732 | +$42,692,587 | +18.77% | |
| Root Financial Partners, Llc | 7.45% | 2,329,592 | $191,818,591 | $196,803,932 | +$4,985,341 | +2.60% | |
| Vise Technologies, Inc. | 2.09% | 2,237,685 | $184,250,997 | $189,039,629 | +$4,788,632 | +2.60% | |
| Envestnet Asset Management Inc | 0.04% | 1,874,508 | $154,347,008 | $158,358,436 | +$4,011,428 | +2.60% | |
| Mercer Global Advisors Inc | 0.14% | 1,366,722 | $112,535,854 | $115,460,675 | +$2,924,821 | +2.60% | |
| Midwest Trust Co | 1.24% | 1,328,794 | $109,412,898 | $112,256,517 | +$2,843,619 | +2.60% | |
| Savant Capital, Llc | 0.31% | 1,279,755 | $105,420,820 | $108,113,702 | +$2,692,882 | +2.55% | |
| Bank Of Montreal | 0.04% | 1,248,027 | $102,762,500 | $105,433,321 | +$2,670,821 | +2.60% | |
| Confluence Wealth Services, Inc. | 2.91% | 1,235,907 | $101,762,960 | $104,409,423 | +$2,646,463 | +2.60% | |
| Plancorp, Llc | 2.46% | 1,246,691 | $100,620,418 | $105,320,456 | +$4,700,038 | +4.67% | |
| Royal Bank Of Canada | 0.02% | 1,200,879 | $98,881,000 | $101,450,258 | +$2,569,258 | +2.60% | |
| Great Waters Wealth Management | 8.77% | 1,150,130 | $94,701,711 | $97,162,982 | +$2,461,271 | +2.60% | |
| Hightower Advisors, Llc | 0.09% | 1,127,524 | $92,840,304 | $95,253,228 | +$2,412,924 | +2.60% | |
| Raymond James Financial Inc | 0.03% | 1,127,165 | $92,810,797 | $95,222,899 | +$2,412,102 | +2.60% | |
| Washington Trust Bank | 6.42% | 1,115,723 | $91,868,631 | $94,256,279 | +$2,387,648 | +2.60% | |
| Ubs Group Ag | 0.01% | 1,067,070 | $87,862,544 | $90,146,074 | +$2,283,530 | +2.60% | |
| Evanson Asset Management, Llc | 4.62% | 1,211,136 | $86,148,103 | $102,316,769 | +$16,168,666 | +18.77% | |
| Premier Financial Group | 14.52% | 1,182,493 | $85,263,650 | $99,897,009 | +$14,633,359 | +17.16% | |
| Moisand Fitzgerald Tamayo, Llc | 7.88% | 979,623 | $80,662,168 | $82,758,551 | +$2,096,383 | +2.60% | |
| Focus Partners Advisor Solutions, Llc | 0.66% | 943,404 | $77,679,905 | $79,698,770 | +$2,018,865 | +2.60% | |
| Lpl Financial Llc | 0.02% | 942,761 | $77,626,970 | $79,644,449 | +$2,017,479 | +2.60% | |
| Davenport & Co Llc | 0.38% | 901,285 | $74,211,825 | $76,140,557 | +$1,928,732 | +2.60% | |
| First Command Advisory Services, Inc. | 0.43% | 887,282 | $73,037,512 | $74,957,583 | +$1,920,071 | +2.63% | |
| Brown Advisory Inc | 0.11% | 878,685 | $72,350,938 | $74,231,309 | +$1,880,371 | +2.60% | |
| Bleakley Financial Group, Llc | 0.86% | 820,209 | $67,535,987 | $69,291,256 | +$1,755,269 | +2.60% | |
| Wealth Management Nebraska | 5.94% | 808,407 | $66,564,264 | $68,294,223 | +$1,729,959 | +2.60% | |
| Pathstone Holdings, Llc | 0.24% | 854,566 | $60,785,295 | $72,193,736 | +$11,408,441 | +18.77% | |
| Stordahl Capital Management, Inc. | 10.92% | 724,321 | $59,640,587 | $61,190,638 | +$1,550,051 | +2.60% | |
| Massmutual Private Wealth & Trust, Fsb | 1.53% | 719,308 | $59,227,821 | $60,767,140 | +$1,539,319 | +2.60% | |
| Dinuzzo Private Wealth, Inc. | 5.86% | 719,169 | $59,216,379 | $60,755,397 | +$1,539,018 | +2.60% | |
| Cerity Partners Llc | 0.07% | 704,902 | $58,042,346 | $59,550,121 | +$1,507,775 | +2.60% | |
| Mariner, Llc | 0.06% | 685,880 | $56,474,748 | $57,943,142 | +$1,468,394 | +2.60% | |
| Cetera Investment Advisers | 0.05% | 679,277 | $55,931,676 | $57,385,321 | +$1,453,645 | +2.60% | |
| Ep Wealth Advisors, Llc | 0.21% | 676,193 | $55,677,735 | $57,124,785 | +$1,447,050 | +2.60% | |
| Commonwealth Equity Services, Llc | 0.07% | 673,027 | $55,417,053 | $56,857,321 | +$1,440,268 | +2.60% | |
| Chicago Partners Investment Group Llc | 1.10% | 684,518 | $55,131,051 | $57,828,081 | +$2,697,030 | +4.89% | |
| Three Arch Wealth Management Llc | 7.86% | 622,027 | $51,217,698 | $52,548,841 | +$1,331,143 | +2.60% | |
| Dixon Fnancial Services, Inc. | 18.47% | 553,678 | $45,589,821 | $46,774,717 | +$1,184,896 | +2.60% | |
| Elser Financial Planning, Inc | 1.93% | 539,346 | $44,409,743 | $45,563,950 | +$1,154,207 | +2.60% | |
| Sax Wealth Advisors, Llc | 1.75% | 603,275 | $42,910,931 | $50,964,672 | +$8,053,741 | +18.77% | |
| Truist Financial Corp | 0.05% | 516,155 | $42,500,218 | $43,604,774 | +$1,104,556 | +2.60% | |
| Modera Wealth Management, Llc | 0.45% | 511,559 | $42,121,800 | $43,216,504 | +$1,094,704 | +2.60% | |
| Kwmg, Llc | 3.04% | 511,517 | $42,118,342 | $43,212,956 | +$1,094,614 | +2.60% | |
| Beaird Harris Wealth Management, Llc | 2.61% | 505,291 | $41,605,636 | $42,686,984 | +$1,081,348 | +2.60% | |
| Hurlow Wealth Management Group, Inc. | 8.64% | 504,189 | $41,514,902 | $42,593,887 | +$1,078,985 | +2.60% |
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.