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 |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
728
shares
|
$48,885
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
705
shares
|
$47,340
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
705
shares
|
$47,340
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
699
shares
|
$46,937
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
675
shares
|
$45,326
0.0% of portfolio
|
Q2 2025
Reduced 68.62%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
666
shares
|
$44,721
0.0% of portfolio
|
Q3 2025
Reduced 64.71%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
605
shares
|
$40,625
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First United Bank & Trust
|
Jan 21, 2026 Q4 2025 |
585
shares
|
$39,282
0.01% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
565
shares
|
$37,939
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
465
shares
|
$31,224
0.0% of portfolio
|
Q4 2025
Reduced 76.34%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
438
shares
|
$29,411
0.03% of portfolio
|
Q2 2025
Reduced 84.51%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
431
shares
|
$28,941
0.0% of portfolio
|
Q2 2024
Reduced 33.07%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
428
shares
|
$28,740
0.0% of portfolio
|
Q4 2023
Added 31.69%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
407
shares
|
$27,330
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
387
shares
|
$25,987
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
383
shares
|
$25,718
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
376
shares
|
$25,248
0.0% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
372
shares
|
$24,979
0.0% of portfolio
|
Q3 2025
Reduced 12.47%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
353
shares
|
$23,703
0.0% of portfolio
|
Q1 2025
Reduced 70.16%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
350
shares
|
$23,502
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
350
shares
|
$23,502
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 23, 2026 Q4 2025 |
343
shares
|
$23,032
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
313
shares
|
$21,017
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
300
shares
|
$20,145
0.0% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
296
shares
|
$19,876
0.0% of portfolio
|
Q3 2025
Reduced 75.17%
|
|