Dimensional US Small Cap P (DFAS)

Q4 2023 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Root Financial Partners, LLC

NEW

Shares2,611,240

Change+2,611,240

Value$202.2M

Filed 2026-10-21

Confluence Wealth Services, Inc.

NEW

Shares1,417,638

Change+1,417,638

Value$109.8M

Filed 2026-11-05

First Command Advisory Services, Inc.

NEW

Shares463,621

Change+463,621

Value$35.9M

Filed 2026-11-05

True Link Financial Advisors, LLC

NEW

Shares224,783

Change+224,783

Value$17.4M

Filed 2026-10-27

Vestia Personal Wealth Advisors

NEW

Shares123,429

Change+123,429

Value$9.6M

Filed 2026-10-20

Valeo Financial Advisors, LLC

NEW

Shares53,325

Change+53,325

Value$4.1M

Filed 2026-10-08

EverSource Wealth Advisors, LLC

NEW

Shares38,170

Change+38,170

Value$3.0M

Filed 2026-11-04

Bullock Wealth Management Group

INCREASED

Shares27,020 from 3,983

Change+23,037 (+578%)

Value$2.1M (+$1.9M)

Filed 2026-10-09

Washington Trust Advisors, Inc.

NEW

Shares21,439

Change+21,439

Value$1.7M

Filed 2026-10-22

Oarsman Capital, Inc.

NEW

Shares21,041

Change+21,041

Value$1.6M

Filed 2026-11-05

BCM Advisors, LLC

NEW

Shares13,987

Change+13,987

Value$1.1M

Filed 2026-11-03

Lynx Investment Advisory

NEW

Shares8,413

Change+8,413

Value$651.3K

Filed 2026-10-27

S.A. Mason LLC

NEW

Shares7,783

Change+7,783

Value$602.6K

Filed 2026-10-13

Wavvest Wealth LLC

NEW

Shares7,664

Change+7,664

Value$593.3K

Filed 2026-10-21

Parallel Advisors, LLC

NEW

Shares5,277

Change+5,277

Value$408.5K

Filed 2026-11-03

Financial Security Advisor, Inc.

NEW

Shares5,079

Change+5,079

Value$393.2K

Filed 2026-11-03

Plante Moran Financial Advisors, LLC

NEW

Shares3,116

Change+3,116

Value$241.2K

Filed 2026-11-04

Ares Financial Consulting, LLC

NEW

Shares3,027

Change+3,027

Value$234.4K

Filed 2026-10-19

Quadrant Capital Group LLC

NEW

Shares2,866

Change+2,866

Value$224.5K

Filed 2026-10-20

Trust Co

NEW

Shares2,739

Change+2,739

Value$212.1K

Filed 2026-10-09

Pinnacle Wealth Management Advisory Group, LLC

NEW

Shares2,672

Change+2,672

Value$206.9K

Filed 2026-10-23

Meadow Creek Wealth Advisors LLC

NEW

Shares2,606

Change+2,606

Value$201.8K

Filed 2026-11-02

Horizon Financial Services, LLC

NEW

Shares1,854

Change+1,854

Value$143.5K

Filed 2026-11-04

Align Financial, LLC

NEW

Shares1,759

Change+1,759

Value$136.2K

Filed 2026-10-16

Lodestone Wealth Management LLC

NEW

Shares1,752

Change+1,752

Value$135.7K

Filed 2026-10-14

Aspect Partners, LLC

NEW

Shares1,706

Change+1,706

Value$132.1K

Filed 2026-10-20

Creative Capital Management Investments LLC

NEW

Shares607

Change+607

Value$47.0K

Filed 2026-10-28

Hughes Financial Services, LLC

NEW

Shares372

Change+372

Value$30.0K

Filed 2026-10-30

1620 Investment Advisors, Inc.

NEW

Shares295

Change+295

Value$22.8K

Filed 2026-11-04

Highline Wealth Partners LLC

NEW

Shares268

Change+268

Value$20.7K

Filed 2026-10-19

Transce3nd, LLC

NEW

Shares260

Change+260

Value$20.5K

Filed 2026-10-26

Adkins Seale Capital Management LLC

NEW

Shares165

Change+165

Value$12.8K

Filed 2026-10-27

Birchwood Financial Partners, Inc.

NEW

Shares127

Change+127

Value$9.8K

Filed 2026-11-02

Creative Financial Designs Inc

NEW

Shares53

Change+53

Value$4.1K

Filed 2026-11-04

	Status
Root Financial Partners, LLC	NEW	2,611,240	—	+2,611,240	—	—	$202.2M	—	2026-10-21
Confluence Wealth Services, Inc.	NEW	1,417,638	—	+1,417,638	—	—	$109.8M	—	2026-11-05
First Command Advisory Services, Inc.	NEW	463,621	—	+463,621	—	—	$35.9M	—	2026-11-05
True Link Financial Advisors, LLC	NEW	224,783	—	+224,783	—	—	$17.4M	—	2026-10-27
Vestia Personal Wealth Advisors	NEW	123,429	—	+123,429	—	—	$9.6M	—	2026-10-20
Valeo Financial Advisors, LLC	NEW	53,325	—	+53,325	—	—	$4.1M	—	2026-10-08
EverSource Wealth Advisors, LLC	NEW	38,170	—	+38,170	—	—	$3.0M	—	2026-11-04
Bullock Wealth Management Group	INCREASED	27,020	3,983	+23,037	+578%	$237.5K	$2.1M	+$1.9M	2026-10-09
Washington Trust Advisors, Inc.	NEW	21,439	—	+21,439	—	—	$1.7M	—	2026-10-22
Oarsman Capital, Inc.	NEW	21,041	—	+21,041	—	—	$1.6M	—	2026-11-05
BCM Advisors, LLC	NEW	13,987	—	+13,987	—	—	$1.1M	—	2026-11-03
Lynx Investment Advisory	NEW	8,413	—	+8,413	—	—	$651.3K	—	2026-10-27
S.A. Mason LLC	NEW	7,783	—	+7,783	—	—	$602.6K	—	2026-10-13
Wavvest Wealth LLC	NEW	7,664	—	+7,664	—	—	$593.3K	—	2026-10-21
Parallel Advisors, LLC	NEW	5,277	—	+5,277	—	—	$408.5K	—	2026-11-03
Financial Security Advisor, Inc.	NEW	5,079	—	+5,079	—	—	$393.2K	—	2026-11-03
Plante Moran Financial Advisors, LLC	NEW	3,116	—	+3,116	—	—	$241.2K	—	2026-11-04
Ares Financial Consulting, LLC	NEW	3,027	—	+3,027	—	—	$234.4K	—	2026-10-19
Quadrant Capital Group LLC	NEW	2,866	—	+2,866	—	—	$224.5K	—	2026-10-20
Trust Co	NEW	2,739	—	+2,739	—	—	$212.1K	—	2026-10-09
Pinnacle Wealth Management Advisory Group, LLC	NEW	2,672	—	+2,672	—	—	$206.9K	—	2026-10-23
Meadow Creek Wealth Advisors LLC	NEW	2,606	—	+2,606	—	—	$201.8K	—	2026-11-02
Horizon Financial Services, LLC	NEW	1,854	—	+1,854	—	—	$143.5K	—	2026-11-04
Align Financial, LLC	NEW	1,759	—	+1,759	—	—	$136.2K	—	2026-10-16
Lodestone Wealth Management LLC	NEW	1,752	—	+1,752	—	—	$135.7K	—	2026-10-14
Aspect Partners, LLC	NEW	1,706	—	+1,706	—	—	$132.1K	—	2026-10-20
Creative Capital Management Investments LLC	NEW	607	—	+607	—	—	$47.0K	—	2026-10-28
Hughes Financial Services, LLC	NEW	372	—	+372	—	—	$30.0K	—	2026-10-30
1620 Investment Advisors, Inc.	NEW	295	—	+295	—	—	$22.8K	—	2026-11-04
Highline Wealth Partners LLC	NEW	268	—	+268	—	—	$20.7K	—	2026-10-19
Transce3nd, LLC	NEW	260	—	+260	—	—	$20.5K	—	2026-10-26
Adkins Seale Capital Management LLC	NEW	165	—	+165	—	—	$12.8K	—	2026-10-27
Birchwood Financial Partners, Inc.	NEW	127	—	+127	—	—	$9.8K	—	2026-11-02
Creative Financial Designs Inc	NEW	53	—	+53	—	—	$4.1K	—	2026-11-04

Showing 34 of 34 institutions