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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
3,760
shares
|
$252,484
0.0% of portfolio
|
Q3 2025
Added 38.03%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
3,743
shares
|
$251,342
0.0% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
3,729
shares
|
$250,402
0.2% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
3,718
shares
|
$249,663
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
3,708
shares
|
$248,992
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
3,684
shares
|
$247,380
0.04% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,680
shares
|
$247,112
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
3,643
shares
|
$244,627
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
3,641
shares
|
$244,493
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
3,627
shares
|
$243,553
0.17% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jan 15, 2026 Q4 2025 |
3,603
shares
|
$241,941
0.23% of portfolio
|
Q4 2025
Added 15.55%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
3,587
shares
|
$240,867
0.14% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
3,549
shares
|
$238,315
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
3,543
shares
|
$237,912
0.11% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
3,524
shares
|
$236,636
0.05% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
3,516
shares
|
$236,099
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
3,514
shares
|
$235,965
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
3,491
shares
|
$234,420
0.06% of portfolio
|
Q3 2025
Reduced 30.39%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
3,486
shares
|
$234,084
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
3,470
shares
|
$233,010
0.04% of portfolio
|
Q2 2025
Reduced 36.85%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
3,469
shares
|
$232,943
0.0% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 23, 2026 Q4 2025 |
3,448
shares
|
$231,533
0.05% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
3,447
shares
|
$231,466
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
3,444
shares
|
$231,264
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
3,440
shares
|
$230,996
0.02% of portfolio
|
Q4 2023
New holding
|
|