DFAS · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFAS)
Who is buying and selling DFAS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 354
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFAS at a glance
- No open-market insider purchases or sales of DFAS were filed in the last 90 days.
- 354 13F filers hold DFAS among their 50 largest positions, worth $8.1B combined. The biggest bets by portfolio weight are Richard Young Associates, Ltd. (25.4%), Premier Financial Group (19.5%) and Index Fund Advisors, Inc. (19.2%). In their latest 13Fs, 2 managers opened a new position and 63 added to one.
- No member of Congress has disclosed a trade in DFAS.
DFAS insider trading
No open-market insider purchases or sales of DFAS were filed in the last 90 days.
Who owns DFAS? Hedge funds and superinvestors
354 13F filers hold DFAS among their 50 largest positions, worth $8.1B combined. The biggest bets by portfolio weight are Richard Young Associates, Ltd. (25.4%), Premier Financial Group (19.5%) and Index Fund Advisors, Inc. (19.2%). In their latest 13Fs, 2 managers opened a new position and 63 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Creative PlanningWealth manager | 1.3% | $2.3B | 27,823,389 | +6.1% shares | Q2 2026 |
| Index Fund Advisors, Inc.Wealth manager | 19.2% | $484.8M | 5,887,790 | -0.2% shares | Q2 2026 |
| Pure Financial Advisors, LLCWealth manager | 3.4% | $268.7M | 3,262,743 | +2.0% shares | Q2 2026 |
| TCI Wealth Advisors, Inc.Wealth manager | 10.1% | $232.3M | 2,820,974 | +8.7% shares | Q2 2026 |
| Root Financial Partners, LLCWealth manager | 6.8% | $202.2M | 2,611,240 | — | Q3 2026 |
| Vise Technologies, Inc.Investment manager | 1.7% | $202.2M | 2,611,205 | +16.7% shares | Q3 2026 |
| Midwest Trust CoBank & trust | 1.1% | $102.4M | 1,322,423 | -0.5% shares | Q3 2026 |
| Confluence Wealth Services, Inc.Wealth manager | 2.9% | $101.8M | 1,235,907 | +18.4% shares | Q2 2026 |
| Plancorp, LLCWealth manager | 2.5% | $100.6M | 1,246,691 | -1.9% shares | Q2 2026 |
| Premier Financial GroupWealth manager | 19.5% | $97.0M | 1,178,528 | -0.3% shares | Q2 2026 |
| Great Waters Wealth ManagementWealth manager | 8.5% | $95.0M | 1,227,703 | +6.7% shares | Q3 2026 |
| Evanson Financial, LLCWealth manager | 4.5% | $92.0M | 1,187,962 | -2.4% shares | Q3 2026 |
| Washington Trust BankBank & trust | 6.4% | $91.9M | 1,115,723 | -2.2% shares | Q2 2026 |
| Evanson Asset Management, LLCAsset manager | 4.6% | $86.1M | 1,211,136 | +4.2% shares | Q1 2026 |
| Focus Partners Advisor Solutions, LLCInvestment manager | 0.7% | $77.7M | 943,404 | +0.4% shares | Q2 2026 |
| Moisand Fitzgerald Tamayo, LLCWealth manager | 7.7% | $77.0M | 994,747 | +1.5% shares | Q3 2026 |
| Sageworth Trust CoBank & trust | 3.0% | $75.7M | 919,443 | -5.0% shares | Q2 2026 |
| First Command Advisory Services, Inc.Wealth manager | 0.4% | $73.0M | 887,282 | -18.8% shares | Q2 2026 |
| Bernicke Wealth Management, Ltd.Wealth manager | 8.0% | $68.6M | 833,700 | +2.0% shares | Q2 2026 |
| Bleakley Financial Group, LLCWealth manager | 0.9% | $67.5M | 820,209 | +9.3% shares | Q2 2026 |
| Wealth Management NebraskaInstitutional asset manager | 5.6% | $64.4M | 831,838 | +2.9% shares | Q3 2026 |
| Stordahl Capital Management, Inc.Wealth manager | 10.4% | $56.3M | 727,248 | +0.4% shares | Q3 2026 |
| DiNuzzo Private Wealth, Inc.Wealth manager | 5.5% | $55.6M | 717,924 | -0.2% shares | Q3 2026 |
| Chicago Partners Investment Group LLCWealth manager | 1.0% | $54.2M | 689,807 | +0.8% shares | Q3 2026 |
| MassMutual Private Wealth & Trust, FSBWealth manager | 1.4% | $54.1M | 699,167 | -2.8% shares | Q3 2026 |
| Sax Wealth Advisors, LLCWealth manager | 1.4% | $49.3M | 637,117 | +5.6% shares | Q3 2026 |
| Three Arch Wealth Management LLCWealth manager | 7.4% | $46.7M | 603,328 | -3.0% shares | Q3 2026 |
| Dixon Fnancial Services, Inc.Investment manager | 17.0% | $42.4M | 547,046 | -1.2% shares | Q3 2026 |
| Beaird Harris Wealth Management, LLCWealth manager | 2.6% | $41.6M | 505,291 | -4.6% shares | Q2 2026 |
| Elser Financial Planning, IncWealth manager | 1.8% | $41.4M | 535,310 | -0.7% shares | Q3 2026 |
The 30 largest of 354 positions, by value. Each manager counts with its latest 13F (Q3 2026: 183, Q2 2026: 166, Q1 2026: 5). Screen DFAS in the grand portfolio →
DFAS stock trades by members of Congress
No member of Congress has disclosed a trade in DFAS.
DFAS questions and answers
Are insiders buying DFAS stock?
No open-market insider purchases or sales of DFAS were filed in the last 90 days.
Which hedge funds own DFAS?
354 13F filers hold DFAS among their 50 largest positions, worth $8.1B combined. The biggest bets by portfolio weight are Richard Young Associates, Ltd. (25.4%), Premier Financial Group (19.5%) and Index Fund Advisors, Inc. (19.2%). In their latest 13Fs, 2 managers opened a new position and 63 added to one.
Has Congress traded DFAS?
No member of Congress has disclosed a trade in DFAS.
Who is the largest holder of DFAS?
Among 13F filers, Creative Planning reports the largest DFAS position, $2.3B (27,823,389 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Richard Young Associates, Ltd.'s: 25.4% of its portfolio.
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