Who owns DFAS?
Dimensional U.S. Small Cap ETF · Dimensional
912 institutions reported holding DFAS, worth $12.7B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFAS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Creative Planning | Overland Park, KS | $2.3B | 27,823,389 | +1,592,411 shares |
| Northern Trust Corp. | Chicago, IL | $778.1M | 9,449,673 | +255,958 shares |
| Bank of America Corp. | Charlotte, NC | $561.7M | 6,821,323 | +202,431 shares |
| Index Fund Advisors, Inc. | Irvine, CA | $484.8M | 5,887,790 | −13,200 shares |
| Focus Partners Wealth | St Louis, MO | $269.8M | 3,276,884 | −170,510 shares |
| Pure Financial Advisors, LLC | San Diego, CA | $268.7M | 3,262,743 | +64,794 shares |
| TCI Wealth Advisors, Inc. | Tucson, AZ | $232.3M | 2,820,974 | +225,900 shares |
| Root Financial Partners, LLC | Encinitas, CA | $191.8M | 2,329,592 | +743,237 shares |
| Vise Technologies, Inc. | New York, NY | $184.3M | 2,237,685 | +979,958 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $154.3M | 1,874,508 | +151,725 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFAS?
912 institutional managers reported holding DFAS in Form 13F filings for June 30, 2026, worth $12.7B in total. The largest reported position was held by Creative Planning, at $2.3B.
Did institutions buy or sell DFAS last quarter?
Reported 13F value rose 23.6% from March 31, 2026, which includes price moves as well as buying and selling. 83 firms reported a new position and 29 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFAS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.