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 |
|---|---|---|---|---|---|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
24,393
shares
|
$1.64 Million
0.95% of portfolio
|
Q1 2024
Added 35.26%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
24,291
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2025
Added 18.46%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
24,090
shares
|
$1.62 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
23,802
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
23,470
shares
|
$1.58 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Oct 22, 2025 Q3 2025 |
23,339
shares
|
$1.57 Million
1.49% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
23,251
shares
|
$1.56 Million
0.52% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
23,214
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
22,908
shares
|
$1.54 Million
0.69% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
22,834
shares
|
$1.53 Million
0.77% of portfolio
|
Q2 2024
Added 5.32%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
22,811
shares
|
$1.53 Million
0.16% of portfolio
|
Q4 2025
Reduced 46.86%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
22,799
shares
|
$1.53 Million
0.07% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
22,559
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
22,460
shares
|
$1.51 Million
0.06% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
22,449
shares
|
$1.51 Million
1.64% of portfolio
|
Q3 2025
Reduced 46.19%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
22,331
shares
|
$1.5 Million
0.12% of portfolio
|
Q2 2025
Added 139.32%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
22,131
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2025
Added 988.05%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
22,130
shares
|
$1.49 Million
0.8% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
21,805
shares
|
$1.46 Million
0.35% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
21,702
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
21,635
shares
|
$1.45 Million
0.18% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
20,959
shares
|
$1.41 Million
0.19% of portfolio
|
Q3 2025
Reduced 20.06%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
20,685
shares
|
$1.39 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
20,639
shares
|
$1.39 Million
0.18% of portfolio
|
Q3 2025
Added 19.63%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
20,621
shares
|
$1.38 Million
0.44% of portfolio
|
Q3 2025
Added 0.84%
|
|