13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
DFAS

DIMENSIONAL US SMALL CAP

929 institutions still hold DIMENSIONAL US SMALL CAP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434v500·929 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.2%
vs prior quarter
13F value held
$5.3B
63.0% inst. owned
of float
Holders
929
-45 QoQ
filers reporting
Activity
+44 / −85
+769 added · −822 reduced
this quarter
Concentration
35.47%
Creative Planning #1
top holder share
AI Holders Summary · Q1 2026

929 institutions reported DFAS in Q1 2026. Creative Planning leads at 35.5% of the visible book. -45 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$1.9B26.2M1.27%Q1 202602
NORTHERN TRUST CORP
CIK 0000073124· Index
$654M9.2M0.09%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$471M6.6M0.03%Q1 202604
Index Fund Advisors, Inc.
CIK 0001665097
$420M5.9M18.89%Q1 202605
Focus Partners Wealth
CIK 0001542153
$245M3.5M0.28%Q4 202506
Pure Financial Advisors, LLC
CIK 0001571556
$227M3.2M3.26%Q1 202607
TCI Wealth Advisors, Inc.
CIK 0001583751
$185M2.6M9.80%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$123M1.7M0.03%Q1 202609
Root Financial Partners, LLC
CIK 0001977181
$113M1.6M5.22%Q1 202610
Midwest Trust Co
CIK 0002077080
$98M1.4M1.22%Q1 202611
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$97M1.4M0.14%Q1 202612
Plancorp, LLC
CIK 0001599579
$94M1.3M2.68%Q1 202613
Vise Technologies, Inc.
CIK 0001812090
$88M1.3M1.72%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$87M1.2M0.02%Q1 202615
BANK OF MONTREAL /CAN/
CIK 0000927971
$86M1.2M0.03%Q1 202616
Evanson Asset Management, LLC
CIK 0001626379
$86M1.2M4.62%Q1 202617
Premier Financial Group
CIK 0001989061
$85M1.2M14.52%Q1 202618
WASHINGTON TRUST BANK
CIK 0000861787
$81M1.1M5.99%Q1 202619
Great Waters Wealth Management
CIK 0001964535
$78M1.1M8.26%Q1 202620
Savant Capital, LLC
CIK 0001482880
$78M1.1M0.38%Q1 2026
Page 1 of 47
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