DFAS
ETF

Dimensional U.S. Small Cap ETF

US SMALL CAP ETF As of Jun 30, 2026 CUSIP 25434V500
Institutional Holders
867
Total Held Value
$12.09B
Total Exact Shares
149.06M
Largest Holder
Creative Planning
27.82M shares • $2.29B
Reported Holders867
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Creative Planning $2.29B 1.3% +6.1% 27.82M Jun 30, 2026
2 Northern Trust $778.1M 0.1% +2.8% 9.45M Jun 30, 2026
3 Bank of America $561.7M <0.1% +3.1% 6.82M Jun 30, 2026
4 Index Fund Advisors $484.8M 19.2% -0.2% 5.89M Jun 30, 2026
5 Focus Partners Wealth $269.8M 0.3% -4.9% 3.28M Jun 30, 2026
6 Pure Financial Advisors $268.7M 3.4% +2.0% 3.26M Jun 30, 2026
7 TCI Wealth Advisors $232.3M 10.0% +8.7% 2.82M Jun 30, 2026
8 Vise Technologies
Filing dated Sep 30, 2026
 $202.2M 1.7% +16.7% 2.61M Sep 30, 2026
9 Envestnet Asset Management $154.3M <0.1% +8.8% 1.87M Jun 30, 2026
10 Mercer Global Advisors $124.1M 0.2% +10.9% 1.51M Jun 30, 2026
11 Savant Capital $105.4M 0.3% +17.1% 1.28M Jun 30, 2026
12 Bank of Montreal $102.8M <0.1% +2.9% 1.25M Jun 30, 2026
13 Midwest Trust
Filing dated Sep 30, 2026
 $102.4M 1.1% -0.5% 1.32M Sep 30, 2026
14 Confluence Wealth Services $101.8M 2.9% +18.4% 1.24M Jun 30, 2026
15 Plancorp $100.6M 2.5% -1.9% 1.25M Jun 30, 2026
16 Royal Bank of Canada $98.9M <0.1% -1.9% 1.20M Jun 30, 2026
17 Great Waters Wealth Management
Filing dated Sep 30, 2026
 $95.0M 8.5% +6.7% 1.23M Sep 30, 2026
18 HighTower Advisors $92.8M 0.1% +13.2% 1.13M Jun 30, 2026
19 Raymond James Financial $92.8M <0.1% +9.7% 1.13M Jun 30, 2026
20 Evanson Financial
Filing dated Sep 30, 2026
 $92.0M 4.5% -2.4% 1.19M Sep 30, 2026
Exited in Latest Filing79
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.