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 |
|---|---|---|---|---|---|
|
Semitam Bonam LLC
Goshen, NY |
Jan 20, 2026 Q4 2025 |
15,084
shares
|
$1.01 Million
0.88% of portfolio
|
Q4 2025
Added 11.26%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
14,986
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2025
Reduced 56.88%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
14,960
shares
|
$1 Million
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
14,804
shares
|
$994,088
0.0% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Strong Box Wealth, LLC
|
Jan 21, 2026 Q4 2025 |
14,447
shares
|
$970,116
0.35% of portfolio
|
Q4 2025
Reduced 24.84%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
14,340
shares
|
$962,931
0.0% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
14,156
shares
|
$950,575
0.06% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
14,059
shares
|
$944,061
0.09% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
13,995
shares
|
$939,764
0.06% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
13,753
shares
|
$923,513
0.03% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
13,622
shares
|
$914,717
0.02% of portfolio
|
Q3 2022
Added 140.5%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
13,183
shares
|
$885,238
0.11% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
13,052
shares
|
$876,441
0.26% of portfolio
|
Q3 2025
Added 14.63%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
13,041
shares
|
$875,703
0.02% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
12,892
shares
|
$865,697
0.01% of portfolio
|
Q3 2025
Added 11.72%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
12,797
shares
|
$859,318
0.14% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
12,777
shares
|
$857,975
0.1% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
12,521
shares
|
$840,785
0.31% of portfolio
|
Q2 2025
Reduced 38.08%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
12,127
shares
|
$814,328
0.52% of portfolio
|
Q3 2025
Reduced 35.24%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
12,127
shares
|
$814,328
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
12,092
shares
|
$811,977
0.01% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
12,090
shares
|
$811,843
0.14% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
12,006
shares
|
$806,202
0.24% of portfolio
|
Q4 2025
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
11,981
shares
|
$804,524
0.24% of portfolio
|
Q4 2025
Reduced 8.3%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
11,969
shares
|
$803,718
0.0% of portfolio
|
Q3 2025
Reduced 2.72%
|
|