DFAS

Dimensional US Small Cap ETFETF
UnclassifiedUSCUSIP 25434V500◍ Confluence graph
Tracked 13F Holders
843
-97 QoQ
13F Value (tracked)
$11.3B
13F Moves · latest Q
25 added
15 trimmed
Recent Filings
0

Who owns DFAS?

843 tracked 13F filers

843 tracked 13F filers disclose a position in DFAS as of the latest SEC 13F filings, a combined $11.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1Creative Planning
$1.9B
26.2M
+5.6%
Added · +1.4M sh
Q1 2026
2NORTHERN TRUST CORP
$653.9M
9.2M
+13%
Added · +1.1M sh
Q1 2026
3BANK OF AMERICA CORP /DE/
$470.8M
6.6M
−0.2%
Reduced · −13K sh
Q1 2026
4Index Fund Advisors, Inc.
$484.8M
5.9M
−0.2%
Reduced · −13K sh
Q2 2026
5Focus Partners Wealth
$249.9M
3.4M
−2.0%
Reduced · −70K sh
Q1 2026
6Pure Financial Advisors, LLC
$268.7M
3.3M
+2.0%
Added · +65K sh
Q2 2026
7TCI Wealth Advisors, Inc.
$232.3M
2.8M
+8.7%
Added · +226K sh
Q2 2026
8Root Financial Partners, LLC
$191.8M
2.3M
+47%
Added · +743K sh
Q2 2026
9ENVESTNET ASSET MANAGEMENT INC
$122.5M
1.7M
+11%
Added · +170K sh
Q1 2026
10MERCER GLOBAL ADVISORS INC /ADV
$96.6M
1.4M
+21%
Added · +240K sh
Q1 2026
11Midwest Trust Co
$109.4M
1.3M
−3.5%
Reduced · −48K sh
Q2 2026
12Savant Capital, LLC
$105.4M
1.3M
+17%
Added · +187K sh
Q2 2026
13Plancorp, LLC
$94.2M
1.3M
−2.8%
Reduced · −36K sh
Q1 2026
14Vise Technologies, Inc.
$87.6M
1.3M
Held
Q1 2026
15Confluence Wealth Services, Inc.
$101.8M
1.2M
+18%
Added · +192K sh
Q2 2026
16ROYAL BANK OF CANADA
$87.1M
1.2M
+4.9%
Added · +57K sh
Q1 2026
17Evanson Financial, LLC
$100.3M
1.2M
New
+1.2M sh
Q2 2026
18BANK OF MONTREAL /CAN/
$86.2M
1.2M
+19%
Added · +191K sh
Q1 2026
19Evanson Asset Management, LLC
$86.1M
1.2M
+4.2%
Added · +49K sh
Q1 2026
20Great Waters Wealth Management
$94.7M
1.2M
+4.9%
Added · +54K sh
Q2 2026
21WASHINGTON TRUST BANK
$91.9M
1.1M
−2.2%
Reduced · −25K sh
Q2 2026
22First Command Advisory Services, Inc.
$77.7M
1.1M
−3.4%
Reduced · −38K sh
Q1 2026
23RAYMOND JAMES FINANCIAL INC
$73.1M
1.0M
+13%
Added · +115K sh
Q1 2026
24UBS Group AG
$72.1M
1.0M
+10%
Added · +95K sh
Q1 2026
25HighTower Advisors, LLC
$70.9M
996K
−0.3%
Reduced · −3K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DFAS being bought or sold by institutions?

Last quarter, 1 fund opened a new position in DFAS and 24 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
24
funds
Reduced
15
funds
Exited
0
funds

Funds that own DFAS also own

CompanyCo-held byCombined value
APPLE INCAAPL471 funds$83.2B
MICROSOFT CORPMSFT460 funds$71.4B
AMAZON.COM INCAMZN454 funds$49.6B
NVIDIA CORPNVDA448 funds$95.5B
SS SPDR S&P 500 ETF TRUST-USSPY439 funds$14.6B
ALPHABET INC-CL AGOOGL433 funds$43.9B
ALPHABET INC-CL CGOOG423 funds$31.6B
BERKSHIRE HATHAWAY INC-CL BBRK/B423 funds$13.0B
JPMORGAN CHASE & COJPM422 funds$21.2B
VANGUARD TOTAL STOCK MKT ETFVTI421 funds$15.3B
ISHARES CORE S&P 500 ETFIVV412 funds$29.8B
VANGUARD S&P 500 ETFVOO412 funds$19.7B

Ranked by how many of DFAS's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

685 funds+233 since Q3 2024
0391782Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $5.9B · 1 values withheld

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for DFAS

Browse more

Build

Ask your agent what changed in DFAS

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DFAS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DFAS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DFAS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.