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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
3,436
shares
|
$230,727
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
3,436
shares
|
$230,727
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
3,431
shares
|
$230,391
0.01% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
3,350
shares
|
$224,952
0.18% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
3,339
shares
|
$224,213
0.01% of portfolio
|
Q4 2025
Reduced 86.35%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
3,300
shares
|
$221,595
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
3,282
shares
|
$220,386
0.03% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
3,280
shares
|
$220,252
0.02% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
3,255
shares
|
$218,573
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
3,255
shares
|
$218,573
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
3,225
shares
|
$216,558
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
3,210
shares
|
$215,551
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,173
shares
|
$213,066
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
3,146
shares
|
$211,253
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 21, 2026 Q4 2025 |
3,139
shares
|
$210,783
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
3,131
shares
|
$210,246
0.01% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
3,109
shares
|
$208,769
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
3,088
shares
|
$207,359
0.0% of portfolio
|
Q4 2024
Reduced 86.74%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,075
shares
|
$206,486
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
3,071
shares
|
$206,217
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
3,049
shares
|
$204,740
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
3,026
shares
|
$203,195
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
3,022
shares
|
$202,927
0.21% of portfolio
|
Q3 2025
Reduced 16.03%
|
|
|
Absher Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
3,007
shares
|
$201,920
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
3,004
shares
|
$201,718
0.05% of portfolio
|
Q3 2025
New holding
|
|