Institutional Ownership Dimensional ETF Tr U S Small C (DFAS)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Small C (DFAS). We have compiled data on the 880 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $9.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 13, 2026 Q4 2025 |
73,337
shares
|
$4.92 Million
1.37% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2026 Q4 2025 |
71,897
shares
|
$4.83 Million
2.24% of portfolio
|
Q4 2025
Added 2.02%
|
|
|
Bouchey Financial Group LTD
|
Jan 16, 2026 Q4 2025 |
71,854
shares
|
$4.82 Million
0.39% of portfolio
|
Q4 2025
Reduced 82.01%
|
|
|
Sageworth Trust CO Of South Dakota
|
Nov 04, 2025 Q3 2025 |
69,995
shares
|
$4.7 Million
4.82% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
69,831
shares
|
$4.69 Million
0.06% of portfolio
|
Q3 2025
Reduced 48.99%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
68,106
shares
|
$4.57 Million
0.85% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
67,907
shares
|
$4.56 Million
0.2% of portfolio
|
Q3 2025
Added 16.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
66,551
shares
|
$4.47 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
65,999
shares
|
$4.43 Million
1.82% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
65,381
shares
|
$4.39 Million
2.35% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
64,523
shares
|
$4.33 Million
0.05% of portfolio
|
Q3 2025
Added 29.55%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
64,447
shares
|
$4.33 Million
1.12% of portfolio
|
Q3 2025
Added 12.74%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
63,815
shares
|
$4.29 Million
2.04% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
62,526
shares
|
$4.2 Million
0.08% of portfolio
|
Q3 2025
Added 21.24%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
61,973
shares
|
$4.16 Million
0.27% of portfolio
|
Q3 2025
Reduced 14.9%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
61,640
shares
|
$4.14 Million
3.79% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
61,293
shares
|
$4.12 Million
19.3% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
61,280
shares
|
$4.11 Million
1.76% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
61,144
shares
|
$4.11 Million
0.66% of portfolio
|
Q4 2025
Reduced 2.91%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
60,750
shares
|
$4.08 Million
0.96% of portfolio
|
Q4 2022
Reduced 1.14%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
59,292
shares
|
$3.98 Million
3.52% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
57,734
shares
|
$3.88 Million
0.78% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
57,469
shares
|
$3.86 Million
0.47% of portfolio
|
Q4 2025
Added 9.55%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
57,400
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 20, 2026 Q4 2025 |
56,928
shares
|
$3.82 Million
0.67% of portfolio
|
Q4 2025
Added 2.17%
|
|