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 870 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 $9.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
41,047
shares
|
$2.76 Million
0.79% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
40,961
shares
|
$2.75 Million
1.15% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
40,953
shares
|
$2.75 Million
0.56% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 08, 2026 Q4 2025 |
40,717
shares
|
$2.73 Million
1.25% of portfolio
|
Q4 2025
Reduced 4.53%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 12, 2026 Q4 2025 |
40,413
shares
|
$2.71 Million
2.19% of portfolio
|
Q4 2025
Added 1.95%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
40,271
shares
|
$2.7 Million
0.01% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Rs Crum Inc.
|
Nov 12, 2025 Q3 2025 |
40,257
shares
|
$2.7 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Oct 20, 2025 Q3 2025 |
39,615
shares
|
$2.66 Million
1.95% of portfolio
|
Q3 2025
Added 40.24%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
39,316
shares
|
$2.64 Million
2.23% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
38,981
shares
|
$2.62 Million
1.41% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
38,424
shares
|
$2.58 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
38,419
shares
|
$2.58 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
38,087
shares
|
$2.56 Million
0.96% of portfolio
|
Q3 2025
Added 11.61%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
37,976
shares
|
$2.55 Million
0.12% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
37,917
shares
|
$2.55 Million
2.0% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
37,229
shares
|
$2.5 Million
2.24% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
36,622
shares
|
$2.46 Million
0.06% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
36,531
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
36,388
shares
|
$2.44 Million
0.4% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
36,357
shares
|
$2.44 Million
0.65% of portfolio
|
Q4 2025
Reduced 50.62%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
36,319
shares
|
$2.44 Million
0.01% of portfolio
|
Q2 2023
Added 35.14%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
35,742
shares
|
$2.4 Million
0.21% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
35,669
shares
|
$2.4 Million
0.08% of portfolio
|
Q3 2025
Added 107.27%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
35,463
shares
|
$2.38 Million
0.02% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
35,448
shares
|
$2.38 Million
1.81% of portfolio
|
Q3 2025
Added 0.01%
|
|