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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
2,010
shares
|
$134,971
0.02% of portfolio
|
Q3 2025
Added 697.62%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,970
shares
|
$132,285
0.0% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
1,951
shares
|
$131,009
0.0% of portfolio
|
Q4 2025
Reduced 21.62%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
1,934
shares
|
$129,868
0.04% of portfolio
|
Q4 2025
Reduced 2.18%
|
|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
1,842
shares
|
$123,690
0.02% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
1,772
shares
|
$118,989
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
1,748
shares
|
$117,378
0.01% of portfolio
|
Q4 2025
Reduced 36.13%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,740
shares
|
$116,841
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
1,720
shares
|
$115,498
0.06% of portfolio
|
Q2 2025
Reduced 29.97%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
1,706
shares
|
$114,557
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,692
shares
|
$113,617
0.02% of portfolio
|
Q2 2024
Added 92.13%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
1,688
shares
|
$113,349
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,645
shares
|
$110,461
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
1,564
shares
|
$105,022
0.09% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
1,518
shares
|
$101,933
0.01% of portfolio
|
Q1 2024
Reduced 5.13%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,517
shares
|
$101,866
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
1,478
shares
|
$99,247
0.02% of portfolio
|
Q4 2025
Added 142.3%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
1,250
shares
|
$83,937
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,242
shares
|
$83,400
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,216
shares
|
$81,654
0.0% of portfolio
|
Q3 2025
Reduced 14.12%
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
1,186
shares
|
$79,639
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
1,165
shares
|
$78,229
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
1,136
shares
|
$76,282
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
1,109
shares
|
$74,469
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
1,100
shares
|
$73,865
0.07% of portfolio
|
Q4 2024
New holding
|
|