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 871 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
35,115
shares
|
$2.36 Million
0.8% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
34,948
shares
|
$2.35 Million
0.04% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
34,547
shares
|
$2.32 Million
0.02% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
33,907
shares
|
$2.28 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
33,867
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2023
Reduced 32.09%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
33,744
shares
|
$2.27 Million
0.02% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
33,742
shares
|
$2.27 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
33,439
shares
|
$2.25 Million
0.64% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
32,924
shares
|
$2.21 Million
0.3% of portfolio
|
Q3 2025
Reduced 26.34%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
32,385
shares
|
$2.17 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
32,145
shares
|
$2.16 Million
0.15% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
31,850
shares
|
$2.14 Million
1.06% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
31,818
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Added 27.63%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
31,629
shares
|
$2.12 Million
1.3% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
31,598
shares
|
$2.12 Million
0.3% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
31,323
shares
|
$2.1 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
31,120
shares
|
$2.09 Million
1.1% of portfolio
|
Q4 2025
Added 572.43%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
29,825
shares
|
$2 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
29,605
shares
|
$1.99 Million
0.89% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
29,511
shares
|
$1.98 Million
0.26% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
29,510
shares
|
$1.98 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
28,960
shares
|
$1.94 Million
0.28% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
28,756
shares
|
$1.93 Million
0.16% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
28,704
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 14.59%
|
|