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 |
|---|---|---|---|---|---|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
56,790
shares
|
$3.81 Million
2.29% of portfolio
|
Q1 2023
Added 42.47%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
56,526
shares
|
$3.8 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Clg LLC
Long Beach, CA |
Jan 15, 2026 Q4 2025 |
56,200
shares
|
$3.77 Million
0.97% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
56,066
shares
|
$3.76 Million
0.17% of portfolio
|
Q3 2025
Reduced 37.59%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
55,793
shares
|
$3.75 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
55,561
shares
|
$3.73 Million
0.53% of portfolio
|
Q3 2025
Added 16.03%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
54,509
shares
|
$3.66 Million
2.8% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
54,273
shares
|
$3.64 Million
0.09% of portfolio
|
Q3 2025
Added 115.89%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
53,827
shares
|
$3.61 Million
0.12% of portfolio
|
Q4 2025
Added 41.74%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 20, 2026 Q4 2025 |
53,756
shares
|
$3.61 Million
0.1% of portfolio
|
Q4 2025
Added 16.68%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
53,681
shares
|
$3.6 Million
0.06% of portfolio
|
Q3 2025
Added 70.87%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
53,434
shares
|
$3.59 Million
2.17% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jan 12, 2026 Q4 2025 |
52,865
shares
|
$3.55 Million
1.56% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
52,430
shares
|
$3.52 Million
1.46% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
51,702
shares
|
$3.47 Million
1.28% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Investment Advisory Group, LLC
|
Jan 23, 2026 Q4 2025 |
51,552
shares
|
$3.46 Million
0.93% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
51,496
shares
|
$3.46 Million
0.07% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
51,145
shares
|
$3.43 Million
2.54% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
50,955
shares
|
$3.42 Million
0.13% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
49,975
shares
|
$3.36 Million
0.04% of portfolio
|
Q4 2025
Added 1.48%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Oct 24, 2025 Q3 2025 |
49,913
shares
|
$3.35 Million
2.44% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
49,865
shares
|
$3.35 Million
0.57% of portfolio
|
Q4 2025
Added 2.49%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
49,815
shares
|
$3.35 Million
0.09% of portfolio
|
Q3 2025
Added 70.89%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
49,713
shares
|
$3.34 Million
1.15% of portfolio
|
Q4 2025
Added 11.09%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 20, 2026 Q4 2025 |
49,616
shares
|
$3.33 Million
1.19% of portfolio
|
Q4 2025
Added 9.9%
|
|