DFAS Institutional Ownership
Dimensional - US Small Cap ETF
1W: +0.1%
1M: -3.5%
3M: -3.6%
YTD: +11.8%
1Y: +15.0%
3Y: +54.2%
5Y: +44.5%
$78.73
+0.75 (+0.96%)
Weekly Expected Move ±1.4%
$77
$78
$79
$80
$81
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — DFAS
941
Institutional Holders
+22 vs prior quarter
0.0%
Ownership
+0.00pp
13B
Total Invested
67
New Positions
404
Increased
312
Reduced
32
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (973 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 27,823,389 | 2.2B | +1,592,411 | +6.1% | 21Q | SEC ↗ |
| 2 | NORTHERN TRUST CORP | 9,449,673 | $744M | +255,958 | +2.8% | 21Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 6,821,323 | $537M | +202,431 | +3.1% | 15Q | SEC ↗ |
| 4 | Index Fund Advisors, Inc. | 5,887,790 | $464M | -13,200 | -0.2% | 19Q | SEC ↗ |
| 5 | Focus Partners Wealth | 3,276,884 | $258M | -170,510 | -4.9% | 11Q | SEC ↗ |
| 6 | Pure Financial Advisors, LLC | 3,262,743 | $257M | +64,794 | +2.0% | 21Q | SEC ↗ |
| 7 | TCI Wealth Advisors, Inc. | 2,820,974 | $222M | +225,900 | +8.7% | 21Q | SEC ↗ |
| 8 | Root Financial Partners, LLC | 2,329,592 | $183M | +743,237 | +46.9% | 14Q | SEC ↗ |
| 9 | Vise Technologies, Inc. | 2,237,685 | $176M | +979,958 | +77.9% | 5Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 1,874,508 | $148M | +151,725 | +8.8% | 21Q | SEC ↗ |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | 1,506,590 | $119M | +147,845 | +10.9% | 21Q | SEC ↗ |
| 12 | Midwest Trust Co | 1,328,794 | $105M | -47,811 | -3.5% | 5Q | SEC ↗ |
| 13 | Savant Capital, LLC | 1,279,755 | $101M | +186,786 | +17.1% | 21Q | SEC ↗ |
| 14 | BANK OF MONTREAL /CAN | 1,248,027 | $98M | +35,599 | +2.9% | 16Q | SEC ↗ |
| 15 | Plancorp, LLC | 1,246,691 | $98M | -23,580 | -1.9% | 21Q | SEC ↗ |
| 16 | Confluence Wealth Services, Inc. | 1,235,907 | $97M | +192,108 | +18.4% | 16Q | SEC ↗ |
| 17 | Evanson Financial, LLC NEW | 1,217,796 | $96M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Evanson Asset Management, LLC | 1,211,136 | $95M | +48,734 | +4.2% | 20Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 1,200,879 | $95M | -23,060 | -1.9% | 21Q | SEC ↗ |
| 20 | Premier Financial Group | 1,178,528 | $93M | -3,965 | -0.3% | 5Q | SEC ↗ |
| 21 | Great Waters Wealth Management | 1,150,130 | $91M | +53,556 | +4.9% | 15Q | SEC ↗ |
| 22 | HighTower Advisors, LLC | 1,127,524 | $89M | +131,271 | +13.2% | 21Q | SEC ↗ |
| 23 | RAYMOND JAMES FINANCIAL INC | 1,127,165 | $89M | +99,595 | +9.7% | 7Q | SEC ↗ |
| 24 | Washington Trust Bank | 1,115,723 | $88M | -25,481 | -2.2% | 5Q | SEC ↗ |
| 25 | UBS Group AG | 1,067,070 | $84M | +53,114 | +5.2% | 21Q | SEC ↗ |
| 26 | Moisand Fitzgerald Tamayo, LLC | 979,623 | $77M | +9,180 | +0.9% | 21Q | SEC ↗ |
| 27 | Focus Partners Advisor Solutions, LLC | 943,404 | $74M | +3,397 | +0.4% | 19Q | SEC ↗ |
| 28 | LPL Financial LLC | 942,761 | $74M | +48,072 | +5.4% | 17Q | SEC ↗ |
| 29 | Pathstone Holdings, LLC | 908,781 | $72M | +54,215 | +6.3% | 11Q | SEC ↗ |
| 30 | DAVENPORT & Co LLC | 901,285 | $71M | +146,631 | +19.4% | 13Q | SEC ↗ |
| 31 | First Command Advisory Services, Inc. | 887,282 | $70M | -204,881 | -18.8% | 12Q | SEC ↗ |
| 32 | BROWN ADVISORY INC | 878,685 | $69M | +88,620 | +11.2% | 13Q | SEC ↗ |
| 33 | Bernicke Wealth Management, Ltd. | 833,700 | $66M | +16,615 | +2.0% | 3Q | SEC ↗ |
| 34 | Bleakley Financial Group, LLC | 820,209 | $65M | +70,026 | +9.3% | 8Q | SEC ↗ |
| 35 | Wealth Management Nebraska | 808,407 | $64M | +58,050 | +7.7% | 7Q | SEC ↗ |
| 36 | Stordahl Capital Management, Inc. | 724,321 | $57M | +12,425 | +1.7% | 21Q | SEC ↗ |
| 37 | MassMutual Private Wealth & Trust, FSB | 719,308 | $57M | -16,108 | -2.2% | 11Q | SEC ↗ |
| 38 | DiNuzzo Private Wealth, Inc. | 719,169 | $57M | -16,377 | -2.2% | 11Q | SEC ↗ |
| 39 | Cerity Partners LLC | 704,902 | $55M | +135,970 | +23.9% | 18Q | SEC ↗ |
| 40 | Mariner, LLC | 685,880 | $54M | +39,541 | +6.1% | 19Q | SEC ↗ |
| 41 | Chicago Partners Investment Group LLC | 684,518 | $54M | +3,073 | +0.5% | 21Q | SEC ↗ |
| 42 | Cetera Investment Advisers | 679,277 | $53M | +39,208 | +6.1% | 21Q | SEC ↗ |
| 43 | EP Wealth Advisors, LLC | 676,193 | $53M | -1,017 | -0.2% | 3Q | SEC ↗ |
| 44 | COMMONWEALTH EQUITY SERVICES, LLC | 673,027 | $53M | +113 | +0.0% | 21Q | SEC ↗ |
| 45 | Three Arch Wealth Management LLC | 622,027 | $49M | -8,069 | -1.3% | 3Q | SEC ↗ |
| 46 | SAX WEALTH ADVISORS, LLC | 603,275 | $47M | +55,564 | +10.1% | 20Q | SEC ↗ |
| 47 | DIXON FNANCIAL SERVICES, INC. | 553,678 | $44M | -3,814 | -0.7% | 19Q | SEC ↗ |
| 48 | Thrivent Financial for Lutherans | 549,404 | $43M | +67,173 | +13.9% | 13Q | SEC ↗ |
| 49 | Elser Financial Planning, Inc | 539,346 | $42M | -16,322 | -2.9% | 9Q | SEC ↗ |
| 50 | TRUIST FINANCIAL CORP | 516,155 | $41M | -75,645 | -12.8% | 21Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Evanson Financial, LLC | 1,217,796 | $96M |
| Timonier Family Office, LTD. | 302,816 | $24M |
| AXXCESS WEALTH MANAGEMENT, LLC | 166,905 | $13M |
| Atria Investments, Inc | 153,751 | $12M |
| ADVISORTRUST PARTNERS, LLC | 61,850 | $5M |
| MARYLAND CAPITAL ADVISORS INC. | 49,964 | $4M |
| Spectrum Advisors, Inc. | 44,050 | $3M |
| QRG CAPITAL MANAGEMENT, INC. | 35,623 | $3M |
| Private Advisory Group LLC | 32,472 | $3M |
| TENET WEALTH PARTNERS, LLC | 30,567 | $2M |
| Noble Wealth Partners LLC | 28,357 | $2M |
| Alpha Advisors, LLC/VA | 26,288 | $2M |
| Diversify Advisory Services, LLC | 21,938 | $2M |
| STRATEGY ASSET MANAGERS LLC | 20,560 | $2M |
| GOLDMAN SACHS GROUP INC | 19,126 | $2M |
| Global Retirement Partners, LLC | 15,363 | $1M |
| MARS JEWETT FINANCIAL GROUP, INC. | 14,645 | $1M |
| United Advisor Group, LLC | 14,138 | $1M |
| Nuveen, LLC | 9,607 | $756K |
| Community Bank, N.A. | 8,831 | $695K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| KMT WEALTH MANAGEMENT, LLC | 90,461 | $7M |
| Cordgrass Capital Advisors, LLC | 72,535 | $6M |
| GK Wealth Management LLC | 55,948 | $4M |
| TUDOR INVESTMENT CORP ET AL | 26,193 | $2M |
| TIAA TRUST, NATIONAL ASSOCIATION | 21,227 | $2M |
| JOHNSON INVESTMENT COUNSEL INC | 19,085 | $2M |
| FLOW TRADERS U.S. LLC | 17,367 | $1M |
| Summit Trail Advisors, LLC | 15,589 | $1M |
| D. E. Shaw & Co., Inc. | 13,908 | $1M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 13,884 | $1M |
| TWO SIGMA INVESTMENTS, LP | 12,400 | $976K |
| RENAISSANCE TECHNOLOGIES LLC | 12,400 | $976K |
| CYPRESS FINANCIAL PLANNING LLC | 11,664 | $918K |
| Chokshi & Queen Wealth Advisors, In | 11,488 | $904K |
| Balefire, LLC | 10,995 | $866K |
| EVOKE WEALTH, LLC | 8,952 | $705K |
| JANE STREET GROUP, LLC | 8,912 | $702K |
| Orion Porfolio Solutions, LLC | 7,210 | $568K |
| BOYUM WEALTH ARCHITECTS LLC | 5,595 | $440K |
| Independent Advisor Alliance | 5,323 | $419K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Creative Planning | +1,592,411 | +6.1% | 27,823,389 |
| Vise Technologies, Inc. | +979,958 | +77.9% | 2,237,685 |
| Root Financial Partners, LLC | +743,237 | +46.9% | 2,329,592 |
| ASSETMARK, INC | +356,325 | +12070.6% | 359,277 |
| NORTHERN TRUST CORP | +255,958 | +2.8% | 9,449,673 |
| TCI Wealth Advisors, Inc. | +225,900 | +8.7% | 2,820,974 |
| BANK OF AMERICA CORP /DE | +202,431 | +3.1% | 6,821,323 |
| Confluence Wealth Services, Inc. | +192,108 | +18.4% | 1,235,907 |
| Savant Capital, LLC | +186,786 | +17.1% | 1,279,755 |
| ENVESTNET ASSET MANAGEMENT INC | +151,725 | +8.8% | 1,874,508 |
| MERCER GLOBAL ADVISORS INC /ADV | +147,845 | +10.9% | 1,506,590 |
| DAVENPORT & Co LLC | +146,631 | +19.4% | 901,285 |
| Cerity Partners LLC | +135,970 | +23.9% | 704,902 |
| HighTower Advisors, LLC | +131,271 | +13.2% | 1,127,524 |
| Clear Creek Financial Management, L | +121,116 | +85.3% | 263,071 |
| RAYMOND JAMES FINANCIAL INC | +99,595 | +9.7% | 1,127,165 |
| Rehmann Capital Advisory Group | +95,440 | +301.2% | 127,129 |
| JONES FINANCIAL COMPANIES LLLP | +91,294 | +29.6% | 399,583 |
| BROWN ADVISORY INC | +88,620 | +11.2% | 878,685 |
| KELLEHER FINANCIAL ADVISORS | +85,708 | +175.6% | 134,526 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| First Command Advisory Services, In | -204,881 | -18.8% | 887,282 |
| Focus Partners Wealth | -170,510 | -4.9% | 3,276,884 |
| M Holdings Securities, Inc. | -133,364 | -36.1% | 235,674 |
| Corient Private Wealth LP | -101,336 | -17.0% | 493,378 |
| TRUIST FINANCIAL CORP | -75,645 | -12.8% | 516,155 |
| Kooman & Associates | -71,502 | -71.8% | 28,126 |
| Broadhurst Jeffrey B | -70,700 | -54.7% | 58,515 |
| Allworth Financial LP | -68,982 | -29.9% | 161,542 |
| Syverson Strege & Co | -59,053 | -32.7% | 121,633 |
| Blue Trust, Inc. | -50,182 | -98.7% | 672 |
| Midwest Trust Co | -47,811 | -3.5% | 1,328,794 |
| Private Advisor Group, LLC | -46,383 | -42.4% | 63,017 |
| CWM, LLC | -39,322 | -23.4% | 128,719 |
| ACORN CREEK CAPITAL LLC | -35,666 | -8.3% | 392,045 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -33,658 | -11.1% | 269,115 |
| FIFTH THIRD BANCORP | -33,014 | -8.4% | 358,595 |
| TrustWell Financial Advisors, LLC | -31,986 | -52.4% | 29,098 |
| Washington Trust Bank | -25,481 | -2.2% | 1,115,723 |
| Beaird Harris Wealth Management, LL | -24,207 | -4.6% | 505,291 |
| Plancorp, LLC | -23,580 | -1.9% | 1,246,691 |