Who Owns DFA ETF Tr US Sm Cap ETF (DFAS)? -- Institutional Holders (2026-06-30)

946 institutions reported holding $12.71B of DFA ETF Tr US Sm Cap ETF (DFAS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Creative Planning ($2.29B), NORTHERN TRUST CORP ($778.1M), BANK OF AMERICA CORP /DE/ ($561.7M), Index Fund Advisors, Inc. ($484.8M), Focus Partners Wealth ($269.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Creative Planning	$2.29B	27.8M	Added
2	NORTHERN TRUST CORP	$778.1M	9.4M	Added
3	BANK OF AMERICA CORP /DE/	$561.7M	6.8M	Added
4	Index Fund Advisors, Inc.	$484.8M	5.9M	Trimmed
5	Focus Partners Wealth	$269.8M	3.3M	Trimmed
6	Pure Financial Advisors, LLC	$268.7M	3.3M	Added
7	TCI Wealth Advisors, Inc.	$232.3M	2.8M	Added
8	Root Financial Partners, LLC	$191.8M	2.3M	Added
9	Vise Technologies, Inc.	$184.3M	2.2M	Added
10	ENVESTNET ASSET MANAGEMENT INC	$154.3M	1.9M	Added
11	MERCER GLOBAL ADVISORS INC /ADV	$124.1M	1.5M	Added
12	Midwest Trust Co	$109.4M	1.3M	Trimmed
13	Savant Capital, LLC	$105.4M	1.3M	Added
14	BANK OF MONTREAL /CAN/	$102.8M	1.2M	Added
15	Confluence Wealth Services, Inc.	$101.8M	1.2M	Added
16	Plancorp, LLC	$100.6M	1.2M	Trimmed
17	Evanson Financial, LLC	$100.3M	1.2M	New
18	Royal Bank of Canada	$98.9M	1.2M	Trimmed
19	Premier Financial Group	$97.0M	1.2M	Trimmed
20	Great Waters Wealth Management	$94.7M	1.2M	Added
21	HighTower Advisors, LLC	$92.8M	1.1M	Added
22	RAYMOND JAMES FINANCIAL INC	$92.8M	1.1M	Added
23	Washington Trust Bank	$91.9M	1.1M	Trimmed
24	UBS Group AG	$87.9M	1.1M	Added
25	Moisand Fitzgerald Tamayo, LLC	$80.7M	979,623	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30