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 |
|---|---|---|---|---|---|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 20, 2026 Q4 2025 |
165,954
shares
|
$11.1 Million
8.41% of portfolio
|
Q4 2025
Added 3.29%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
163,897
shares
|
$11 Million
2.82% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
162,811
shares
|
$10.9 Million
1.04% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
162,488
shares
|
$10.9 Million
5.94% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
161,391
shares
|
$10.8 Million
3.24% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
160,312
shares
|
$10.8 Million
0.99% of portfolio
|
Q4 2025
Added 24.48%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
156,074
shares
|
$10.5 Million
1.12% of portfolio
|
Q4 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
153,833
shares
|
$10.3 Million
0.16% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
150,416
shares
|
$10.1 Million
1.49% of portfolio
|
Q2 2025
New holding
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jan 12, 2026 Q4 2025 |
150,163
shares
|
$10.1 Million
3.18% of portfolio
|
Q4 2025
Added 6.39%
|
|
|
Colorado Capital Management, Inc.
|
Jan 22, 2026 Q4 2025 |
148,982
shares
|
$10 Million
3.9% of portfolio
|
Q4 2025
Added 1.84%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
147,690
shares
|
$9.92 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
145,903
shares
|
$9.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
145,822
shares
|
$9.79 Million
0.64% of portfolio
|
Q3 2022
Added 61.38%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
145,754
shares
|
$9.79 Million
3.86% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
142,852
shares
|
$9.59 Million
5.96% of portfolio
|
Q4 2023
Added 3.54%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
140,447
shares
|
$9.43 Million
4.08% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
139,020
shares
|
$9.34 Million
6.34% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Efficient Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
138,942
shares
|
$9.33 Million
0.55% of portfolio
|
Q4 2025
Added 13.5%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
138,025
shares
|
$9.27 Million
3.19% of portfolio
|
Q4 2025
Added 248.85%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
137,725
shares
|
$9.25 Million
1.86% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
136,525
shares
|
$9.17 Million
0.81% of portfolio
|
Q4 2025
Reduced 5.76%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
136,076
shares
|
$9.14 Million
3.92% of portfolio
|
Q3 2025
Reduced 26.05%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
136,000
shares
|
$9.13 Million
1.97% of portfolio
|
Q4 2023
Added 4.35%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
135,956
shares
|
$9.13 Million
1.0% of portfolio
|
Q4 2025
Reduced 7.08%
|
|