IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Dimensional US Small Cap P (DFAS)

CUSIP: 25239Y188 | NYSE | 34 institutional holders

Quarters

Q3 2026Q4 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Root Financial Partners, LLC2,611,240
6.8% of portfolio›$202.2M
Confluence Wealth Services, Inc.1,417,638
2.9% of portfolio›$109.8M
First Command Advisory Services, Inc.463,621
0.2% of portfolio›$35.9M
True Link Financial Advisors, LLC224,783
1.0% of portfolio›$17.4M
Vestia Personal Wealth Advisors123,429
3.6% of portfolio›$9.6M
Valeo Financial Advisors, LLC53,325
0.1% of portfolio›$4.1M
EverSource Wealth Advisors, LLC38,170
0.1% of portfolio›$3.0M
Bullock Wealth Management Group27,020
0.9% of portfolio›$2.1M
Washington Trust Advisors, Inc.21,439
0.1% of portfolio›$1.7M
Oarsman Capital, Inc.21,041
0.2% of portfolio›$1.6M
BCM Advisors, LLC13,987
0.2% of portfolio›$1.1M
Lynx Investment Advisory8,413
0.2% of portfolio›$651.3K
S.A. Mason LLC7,783
0.2% of portfolio›$602.6K
Wavvest Wealth LLC7,664
0.5% of portfolio›$593.3K
Parallel Advisors, LLC5,277
0.0% of portfolio›$408.5K
Financial Security Advisor, Inc.5,079
0.1% of portfolio›$393.2K
Plante Moran Financial Advisors, LLC3,116
0.0% of portfolio›$241.2K
Ares Financial Consulting, LLC3,027
0.2% of portfolio›$234.4K
Quadrant Capital Group LLC2,866
0.0% of portfolio›$224.5K
Trust Co2,739
0.0% of portfolio›$212.1K
Pinnacle Wealth Management Advisory Group, LLC2,672
0.0% of portfolio›$206.9K
Meadow Creek Wealth Advisors LLC2,606
0.1% of portfolio›$201.8K
Horizon Financial Services, LLC1,854
0.1% of portfolio›$143.5K
Align Financial, LLC1,759
0.1% of portfolio›$136.2K
Lodestone Wealth Management LLC1,752
0.0% of portfolio›$135.7K
Aspect Partners, LLC1,706
0.1% of portfolio›$132.1K
Creative Capital Management Investments LLC607
0.0% of portfolio›$47.0K
Hughes Financial Services, LLC372
0.0% of portfolio›$30.0K
1620 Investment Advisors, Inc.295
0.0% of portfolio›$22.8K
Highline Wealth Partners LLC268
0.0% of portfolio›$20.7K
Transce3nd, LLC260
0.0% of portfolio›$20.5K
Adkins Seale Capital Management LLC165
0.0% of portfolio›$12.8K
Birchwood Financial Partners, Inc.127
0.0% of portfolio›$9.8K
Creative Financial Designs Inc53
0.0% of portfolio›$4.1K
StyleTurnoverLocationFiled
Root Financial Partners, LLC
2,611,240$202.2M6.8%ETFMediumEncinitas, CA2026-10-21
Confluence Wealth Services, Inc.
1,417,638$109.8M2.9%ETFVery LowMcmurray, PA2026-11-05
First Command Advisory Services, Inc.
463,621$35.9M0.2%IndexLowFort Worth, TX2026-11-05
True Link Financial Advisors, LLC
224,783$17.4M1.0%ETFLowSan Francisco, CA2026-10-27
Vestia Personal Wealth Advisors
123,429$9.6M3.6%ETFMediumFort Wayne, IN2026-10-20
Valeo Financial Advisors, LLC
53,325$4.1M0.1%ETFLowCarmel, IN2026-10-08
EverSource Wealth Advisors, LLC
38,170$3.0M0.1%CoreMediumBirmingham, AL2026-11-04
Bullock Wealth Management Group
27,020$2.1M0.9%GrowthLowBloomington, IN2026-10-09
Washington Trust Advisors, Inc.
21,439$1.7M0.1%GrowthLowWellesley, MA2026-10-22
Oarsman Capital, Inc.
21,041$1.6M0.2%ETFLowMilwaukee, WI2026-11-05
BCM Advisors, LLC
13,987$1.1M0.2%ETFLowLafayette, LA2026-11-03
Lynx Investment Advisory
8,413$651.3K0.2%ETFLowWashington, Dc, DC2026-10-27
S.A. Mason LLC
7,783$602.6K0.2%GrowthVery LowHolland, MI2026-10-13
Wavvest Wealth LLC
7,664$593.3K0.5%ETFN/AChicago, IL2026-10-21
Parallel Advisors, LLC
5,277$408.5K0.0%IndexLowSan Francisco, CA2026-11-03
Financial Security Advisor, Inc.
5,079$393.2K0.1%CoreLowVirginia Beach, VA2026-11-03
Plante Moran Financial Advisors, LLC
3,116$241.2K0.0%ETFVery LowSouthfield, MI2026-11-04
Ares Financial Consulting, LLC
3,027$234.4K0.2%CoreLowCalabasas, CA2026-10-19
Quadrant Capital Group LLC
2,866$224.5K0.0%CoreLowCincinnati, OH2026-10-20
Trust Co
2,739$212.1K0.0%ETFVery LowManhattan, KS2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
2,672$206.9K0.0%GrowthLowRed Bank, NJ2026-10-23
Meadow Creek Wealth Advisors LLC
2,606$201.8K0.1%CoreLowAtlanta, GA2026-11-02
Horizon Financial Services, LLC
1,854$143.5K0.1%ETFLowWinston Salem, NC2026-11-04
Align Financial, LLC
1,759$136.2K0.1%ETFVery LowHermantown, MN2026-10-16
Lodestone Wealth Management LLC
1,752$135.7K0.0%CoreLowSpokane, WA2026-10-14
Aspect Partners, LLC
1,706$132.1K0.1%ETFMediumFairfax, VA2026-10-20
Creative Capital Management Investments LLC
607$47.0K0.0%ETFLowSan Diego, CA2026-10-28
Hughes Financial Services, LLC
372$30.0K0.0%ETFLowHerndon, VA2026-10-30
1620 Investment Advisors, Inc.
295$22.8K0.0%ValueLowPlymouth, MA2026-11-04
Highline Wealth Partners LLC
268$20.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Transce3nd, LLC
260$20.5K0.0%GrowthLowBuda, TX2026-10-26
Adkins Seale Capital Management LLC
165$12.8K0.0%CoreVery LowShreveport, LA2026-10-27
Birchwood Financial Partners, Inc.
127$9.8K0.0%ETFVery LowBloomington, MN2026-11-02
Creative Financial Designs Inc
53$4.1K0.0%ETFMediumKokomo, IN2026-11-04