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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
4,270
shares
|
$286,730
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
4,269
shares
|
$286,663
0.04% of portfolio
|
Q1 2025
Reduced 93.62%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
4,248
shares
|
$285,253
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
4,246
shares
|
$285,118
0.08% of portfolio
|
Q3 2025
Reduced 96.91%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
4,188
shares
|
$281,224
0.13% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
Dec 22, 2025 Q3 2025 |
4,170
shares
|
$280,015
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
4,167
shares
|
$279,814
0.04% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
4,146
shares
|
$278,403
0.02% of portfolio
|
Q3 2025
Reduced 36.24%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
4,120
shares
|
$276,658
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
4,099
shares
|
$275,247
0.02% of portfolio
|
Q2 2024
Added 11.63%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
4,065
shares
|
$272,964
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
4,034
shares
|
$270,883
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
4,028
shares
|
$270,480
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
4,026
shares
|
$270,345
0.09% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$268,600
0.0% of portfolio
|
Q3 2025
Reduced 80.39%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
3,992
shares
|
$268,062
0.01% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
3,979
shares
|
$267,189
0.06% of portfolio
|
Q4 2025
Reduced 10.12%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
3,974
shares
|
$266,854
0.12% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
3,969
shares
|
$266,518
0.07% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
3,945
shares
|
$264,906
0.0% of portfolio
|
Q2 2025
Reduced 17.57%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
3,938
shares
|
$264,436
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,891
shares
|
$261,280
0.0% of portfolio
|
Q1 2022
Added 0.13%
|
|
|
Shore Point Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
3,875
shares
|
$260,206
0.1% of portfolio
|
Q4 2025
Added 3.5%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,864
shares
|
$259,467
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Daytona Street Capital LLC
Saint Louis, MO |
Jan 21, 2026 Q4 2025 |
3,784
shares
|
$254,095
0.2% of portfolio
|
Q4 2025
New holding
|
|