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 |
|---|---|---|---|---|---|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,859
shares
|
$796,331
0.15% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
11,781
shares
|
$791,094
0.03% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
11,722
shares
|
$787,132
0.0% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
11,627
shares
|
$780,753
0.06% of portfolio
|
Q4 2025
Added 24.35%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
11,556
shares
|
$775,985
0.01% of portfolio
|
Q3 2025
Reduced 13.62%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,547
shares
|
$775,381
0.0% of portfolio
|
Q3 2025
Added 18.06%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
11,488
shares
|
$771,419
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jan 14, 2026 Q4 2025 |
11,468
shares
|
$770,076
0.49% of portfolio
|
Q4 2025
Reduced 2.65%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
11,412
shares
|
$766,315
0.13% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
11,288
shares
|
$757,989
0.5% of portfolio
|
Q4 2023
Reduced 4.73%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
11,156
shares
|
$749,125
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Oct 28, 2025 Q3 2025 |
11,086
shares
|
$744,424
0.36% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
11,078
shares
|
$743,887
0.24% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
11,054
shares
|
$742,276
0.32% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
10,955
shares
|
$735,628
0.0% of portfolio
|
Q1 2025
Added 83.69%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
10,855
shares
|
$728,913
0.01% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
10,792
shares
|
$724,682
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
10,698
shares
|
$718,370
0.51% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
10,607
shares
|
$712,260
0.06% of portfolio
|
Q2 2025
Added 44.41%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
10,582
shares
|
$710,581
0.08% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,552
shares
|
$708,566
0.01% of portfolio
|
Q1 2025
Reduced 28.1%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
10,426
shares
|
$700,105
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
10,414
shares
|
$699,300
0.25% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,309
shares
|
$692,249
0.03% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
10,075
shares
|
$676,536
0.01% of portfolio
|
Q3 2025
Reduced 1.52%
|
|