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 |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
17,625
shares
|
$1.18 Million
0.13% of portfolio
|
Q1 2024
Added 42.09%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
17,460
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
17,431
shares
|
$1.17 Million
0.17% of portfolio
|
Q3 2025
Added 27.65%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
17,425
shares
|
$1.17 Million
0.36% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
17,282
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2025
Added 305.78%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
17,102
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
17,022
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
16,839
shares
|
$1.13 Million
0.87% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
16,745
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
16,465
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
16,450
shares
|
$1.1 Million
0.54% of portfolio
|
Q3 2025
Reduced 13.9%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
16,235
shares
|
$1.09 Million
0.71% of portfolio
|
Q4 2022
Added 6.87%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
16,124
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
16,038
shares
|
$1.08 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
15,798
shares
|
$1.06 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
15,701
shares
|
$1.05 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
15,594
shares
|
$1.05 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,589
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Nov 04, 2025 Q3 2025 |
15,509
shares
|
$1.04 Million
0.29% of portfolio
|
Q3 2025
Added 47.51%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
15,269
shares
|
$1.03 Million
0.12% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
14,986
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2025
Reduced 56.88%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
14,960
shares
|
$1 Million
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
14,804
shares
|
$994,088
0.0% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
14,662
shares
|
$984,553
0.09% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
14,403
shares
|
$967,161
0.73% of portfolio
|
Q3 2025
Reduced 0.22%
|
|