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DFAS · Dimensional U.S. Small Cap ETF ETF

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$82.20 +0.15 (+0.18%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 5
Total Value: $48,834,205
Total Shares: 593,080

Institutional Ownership Trend

22 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026
Top Holder
83.2%
Sep 2022 → Jun 2026 · range 11.1% – 100.0%
−11.4 pts
Top 5
100.0%
Sep 2022 → Jun 2026 · range 31.7% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2022 → Jun 2026 · range 42.7% – 100.0%
0.0 pts
HHI
7,040
Sep 2022 → Jun 2026 · range 293 – 10,000
Highly concentrated−1,945

Quarterly Activity

vs Mar 31, 2026
New
3
Increased
1
Decreased
1
Sold Out
0
Unchanged
0
Holder count: +3
Institutional value: +967.3%
Shares held: +822.0%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Range Advisory, LLC +6,319 9,768

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group −79 60,797

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 493,378 $40,624,744
Financial Insights, Inc. 15,169 $1,249,015
Parkside Financial Bank & Trust 13,968 $1,150,125

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 3 Increased 1 Reduced 1 Sold out 0 Unchanged 0
Showing 5 of 5
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC DFAS $40,624,744 83.19% 493,378
MLG Wealth Management DBA Pine Grove Financial Group DFAS $5,006,024 10.25% 60,797
Financial Insights, Inc. DFAS $1,249,015 2.56% 15,169
Parkside Financial Bank & Trust DFAS $1,150,125 2.36% 13,968
Range Advisory, LLC DFAS $804,297 1.65% 9,768