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 |
|---|---|---|---|---|---|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
5,698
shares
|
$382,620
0.12% of portfolio
|
Q2 2025
Added 47.96%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
5,557
shares
|
$373,152
0.05% of portfolio
|
Q3 2025
Reduced 15.55%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
5,555
shares
|
$373,018
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
5,555
shares
|
$373,018
0.26% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,528
shares
|
$371,205
0.0% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
5,527
shares
|
$371,138
0.15% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
5,496
shares
|
$369,056
0.04% of portfolio
|
Q3 2025
Added 206.01%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
5,455
shares
|
$366,303
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,421
shares
|
$364,020
0.01% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
5,375
shares
|
$360,931
0.07% of portfolio
|
Q4 2025
Added 3.37%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
5,345
shares
|
$358,916
0.01% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
5,344
shares
|
$358,849
0.0% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
5,302
shares
|
$356,029
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 23, 2026 Q4 2025 |
5,287
shares
|
$355,022
0.23% of portfolio
|
Q4 2025
Reduced 1.14%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
5,209
shares
|
$349,784
0.06% of portfolio
|
Q4 2025
Added 6.48%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
5,161
shares
|
$346,561
0.02% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,143
shares
|
$345,352
0.03% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
5,069
shares
|
$340,383
0.17% of portfolio
|
Q2 2021
New holding
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
5,036
shares
|
$338,167
0.18% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
5,012
shares
|
$336,555
0.08% of portfolio
|
Q1 2025
Reduced 11.04%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
4,992
shares
|
$335,212
0.01% of portfolio
|
Q1 2024
Added 31.65%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
4,978
shares
|
$334,272
0.14% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
4,975
shares
|
$334,071
0.21% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
4,894
shares
|
$328,632
0.01% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,884
shares
|
$327,960
0.01% of portfolio
|
Q3 2025
Added 39.11%
|
|