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 |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
2,978
shares
|
$199,972
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
2,960
shares
|
$198,764
0.18% of portfolio
|
Q3 2025
Reduced 24.85%
|
|
|
Mayport, LLC
|
Jan 21, 2026 Q4 2025 |
2,930
shares
|
$196,749
0.04% of portfolio
|
Q4 2025
Reduced 6.39%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
2,926
shares
|
$196,480
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,899
shares
|
$194,667
0.03% of portfolio
|
Q3 2025
Reduced 40.08%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
2,881
shares
|
$193,459
0.0% of portfolio
|
Q4 2025
Reduced 36.26%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
2,852
shares
|
$191,511
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jan 22, 2026 Q4 2025 |
2,837
shares
|
$190,504
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
2,804
shares
|
$188,288
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,801
shares
|
$188,087
0.0% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
2,689
shares
|
$180,566
0.08% of portfolio
|
Q3 2023
Reduced 1.68%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,664
shares
|
$178,887
0.0% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
2,631
shares
|
$176,671
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,610
shares
|
$175,261
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,594
shares
|
$174,187
0.0% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
2,564
shares
|
$172,172
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
2,445
shares
|
$164,181
0.06% of portfolio
|
Q1 2025
Reduced 27.45%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
2,433
shares
|
$163,375
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
2,378
shares
|
$159,682
0.0% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Newton One Investments LLC
|
Jan 22, 2026 Q4 2025 |
2,317
shares
|
$155,586
0.05% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,242
shares
|
$150,550
0.0% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,241
shares
|
$150,483
0.23% of portfolio
|
Q2 2025
Reduced 29.09%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
2,131
shares
|
$143,096
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
2,100
shares
|
$141,015
0.0% of portfolio
|
Q1 2025
Reduced 52.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,078
shares
|
$139,537
0.01% of portfolio
|
Q3 2025
Reduced 63.96%
|
|