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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
28,563
shares
|
$1.92 Million
0.09% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
28,209
shares
|
$1.89 Million
0.78% of portfolio
|
Q3 2025
Added 24.28%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
28,004
shares
|
$1.88 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
27,939
shares
|
$1.88 Million
0.08% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
27,759
shares
|
$1.86 Million
1.08% of portfolio
|
Q3 2025
Added 623.27%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
27,665
shares
|
$1.86 Million
1.38% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
27,420
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
27,333
shares
|
$1.84 Million
0.04% of portfolio
|
Q3 2025
Added 13.91%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
26,904
shares
|
$1.81 Million
0.36% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
26,829
shares
|
$1.8 Million
0.66% of portfolio
|
Q4 2025
Reduced 4.7%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
26,799
shares
|
$1.8 Million
0.91% of portfolio
|
Q4 2025
Added 60.15%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
26,473
shares
|
$1.78 Million
0.4% of portfolio
|
Q3 2025
Added 11.76%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
26,061
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Added 14.59%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
25,962
shares
|
$1.74 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
25,792
shares
|
$1.73 Million
0.51% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
25,743
shares
|
$1.73 Million
0.19% of portfolio
|
Q4 2025
Added 6.17%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
25,540
shares
|
$1.72 Million
0.04% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
25,192
shares
|
$1.69 Million
0.1% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
25,150
shares
|
$1.69 Million
0.06% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Nov 06, 2025 Q3 2025 |
25,005
shares
|
$1.68 Million
1.42% of portfolio
|
Q3 2025
Reduced 19.84%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
24,965
shares
|
$1.68 Million
0.44% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
24,946
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2025
Added 9.91%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
24,733
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
24,671
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
24,456
shares
|
$1.64 Million
0.08% of portfolio
|
Q3 2025
Added 0.74%
|
|