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 |
|---|---|---|---|---|---|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
209,962
shares
|
$14.1 Million
2.35% of portfolio
|
Q3 2025
Added 23.14%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
209,240
shares
|
$14.1 Million
1.96% of portfolio
|
Q4 2025
Added 3.15%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
206,344
shares
|
$13.9 Million
1.06% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
206,344
shares
|
$13.9 Million
1.06% of portfolio
|
Q2 2023
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
204,462
shares
|
$13.7 Million
0.01% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
204,265
shares
|
$13.7 Million
11.4% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
203,109
shares
|
$13.6 Million
0.46% of portfolio
|
Q4 2025
Reduced 21.64%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
195,603
shares
|
$13.1 Million
0.03% of portfolio
|
Q3 2025
Added 61.13%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
189,157
shares
|
$12.7 Million
9.35% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
187,070
shares
|
$12.6 Million
4.88% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
183,359
shares
|
$12.3 Million
2.46% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
180,498
shares
|
$12.1 Million
2.41% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
180,076
shares
|
$12.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
179,768
shares
|
$12.1 Million
1.24% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
178,004
shares
|
$12 Million
3.09% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
177,175
shares
|
$11.9 Million
3.68% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Bridgewater Advisors Inc.
|
Jan 23, 2026 Q4 2025 |
176,396
shares
|
$11.8 Million
0.83% of portfolio
|
Q4 2025
Added 2.11%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 16, 2026 Q4 2025 |
174,422
shares
|
$11.7 Million
1.93% of portfolio
|
Q4 2025
Added 3.03%
|
|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
173,752
shares
|
$11.7 Million
3.46% of portfolio
|
Q4 2025
Added 2.41%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
173,283
shares
|
$11.6 Million
0.01% of portfolio
|
Q3 2025
Added 24.88%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jan 07, 2026 Q4 2025 |
173,048
shares
|
$11.6 Million
8.55% of portfolio
|
Q4 2025
Added 4.72%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
168,989
shares
|
$11.3 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
167,913
shares
|
$11.3 Million
2.91% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
167,688
shares
|
$11.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
166,994
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2025
Added 22.93%
|
|