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 869 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $9.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
90,575
shares
|
$6.08 Million
3.75% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Nov 20, 2025 Q3 2025 |
90,461
shares
|
$6.07 Million
3.34% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 03, 2025 Q3 2025 |
90,248
shares
|
$6.06 Million
2.53% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
88,777
shares
|
$5.96 Million
2.96% of portfolio
|
Q3 2025
Added 21.71%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
88,712
shares
|
$5.96 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
87,099
shares
|
$5.85 Million
0.17% of portfolio
|
Q3 2025
Added 178.45%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
85,225
shares
|
$5.72 Million
2.52% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
84,585
shares
|
$5.68 Million
4.2% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
84,535
shares
|
$5.68 Million
1.63% of portfolio
|
Q3 2025
Added 19.73%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
82,813
shares
|
$5.56 Million
0.0% of portfolio
|
Q3 2025
Added 63.38%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
82,496
shares
|
$5.54 Million
1.47% of portfolio
|
Q3 2025
Added 50.55%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
79,255
shares
|
$5.32 Million
3.14% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
78,644
shares
|
$5.28 Million
1.82% of portfolio
|
Q3 2025
Added 61.1%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
78,234
shares
|
$5.25 Million
1.99% of portfolio
|
Q3 2025
Reduced 66.03%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
77,575
shares
|
$5.21 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
77,489
shares
|
$5.2 Million
2.05% of portfolio
|
Q3 2025
Added 17.87%
|
|
|
Bayshore Asset Management, LLC
|
Jan 08, 2026 Q4 2025 |
75,833
shares
|
$5.09 Million
2.14% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
75,475
shares
|
$5.07 Million
1.98% of portfolio
|
Q3 2025
Added 12.15%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
74,609
shares
|
$5.01 Million
0.61% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
74,019
shares
|
$4.97 Million
4.39% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
73,875
shares
|
$4.96 Million
0.78% of portfolio
|
Q3 2025
Added 15.24%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
73,264
shares
|
$4.92 Million
1.49% of portfolio
|
Q3 2025
Reduced 48.72%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
72,714
shares
|
$4.88 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
72,346
shares
|
$4.86 Million
2.24% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2026 Q4 2025 |
71,897
shares
|
$4.83 Million
2.24% of portfolio
|
Q4 2025
Added 2.02%
|
|