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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
502,209
shares
|
$33.7 Million
0.13% of portfolio
|
Q3 2025
Added 17.35%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
482,648
shares
|
$32.4 Million
2.75% of portfolio
|
Q4 2025
Added 2.25%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
478,644
shares
|
$32.1 Million
0.05% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
478,329
shares
|
$32.1 Million
6.45% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
455,741
shares
|
$30.6 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
446,126
shares
|
$30 Million
4.99% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
437,153
shares
|
$29.4 Million
2.07% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Nov 06, 2025 Q3 2025 |
418,342
shares
|
$28.1 Million
10.81% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
417,338
shares
|
$28 Million
9.04% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
416,923
shares
|
$28 Million
4.21% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
415,969
shares
|
$27.9 Million
12.56% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
408,751
shares
|
$27.4 Million
0.04% of portfolio
|
Q3 2025
Added 19.02%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
402,356
shares
|
$27 Million
7.21% of portfolio
|
Q3 2025
Added 19.99%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
399,898
shares
|
$26.9 Million
2.87% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
399,235
shares
|
$26.8 Million
6.53% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
396,997
shares
|
$26.7 Million
0.04% of portfolio
|
Q4 2025
Added 2.48%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
396,981
shares
|
$26.7 Million
1.08% of portfolio
|
Q3 2025
Added 6628.49%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
395,943
shares
|
$26.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
376,029
shares
|
$25.3 Million
0.03% of portfolio
|
Q3 2024
Added 18.37%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
369,982
shares
|
$24.8 Million
0.12% of portfolio
|
Q2 2023
Reduced 79.57%
|
|
|
Divergent Planning, LLC
|
Jan 12, 2026 Q4 2025 |
361,021
shares
|
$24.2 Million
6.53% of portfolio
|
Q4 2025
Added 2.05%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
358,655
shares
|
$24.1 Million
0.31% of portfolio
|
Q4 2025
Reduced 2.19%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
356,886
shares
|
$24 Million
0.86% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
354,849
shares
|
$23.8 Million
0.05% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 22, 2026 Q4 2025 |
352,483
shares
|
$23.7 Million
4.07% of portfolio
|
Q4 2025
Added 1.85%
|
|