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 869 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 $9.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
869,165
shares
|
$58.4 Million
0.01% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
851,692
shares
|
$57.2 Million
0.71% of portfolio
|
Q3 2025
Added 8.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
829,110
shares
|
$55.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
788,381
shares
|
$52.9 Million
3.21% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
776,233
shares
|
$52.1 Million
0.02% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
764,595
shares
|
$51.3 Million
1.35% of portfolio
|
Q3 2025
Reduced 35.41%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
739,532
shares
|
$49.7 Million
7.26% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
735,829
shares
|
$49.4 Million
0.07% of portfolio
|
Q3 2025
Reduced 19.28%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
721,605
shares
|
$48.5 Million
10.39% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
703,655
shares
|
$47.3 Million
10.09% of portfolio
|
Q1 2024
Reduced 6.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
669,047
shares
|
$44.9 Million
0.06% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
659,571
shares
|
$44.3 Million
5.38% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
652,443
shares
|
$43.8 Million
1.28% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
612,586
shares
|
$41.1 Million
0.97% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
594,404
shares
|
$39.9 Million
0.03% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
565,746
shares
|
$38 Million
3.03% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 08, 2025 Q3 2025 |
563,457
shares
|
$37.8 Million
17.76% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
552,801
shares
|
$37.1 Million
0.05% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
546,036
shares
|
$36.7 Million
0.21% of portfolio
|
Q3 2025
Added 11.95%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
543,487
shares
|
$36.5 Million
2.03% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
534,148
shares
|
$35.9 Million
9.14% of portfolio
|
Q2 2023
Added 4.57%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
532,668
shares
|
$35.8 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
529,522
shares
|
$35.6 Million
0.07% of portfolio
|
Q3 2025
Added 1672.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
527,235
shares
|
$35.4 Million
0.04% of portfolio
|
Q3 2025
Added 69.64%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
521,252
shares
|
$35 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.2%
|
|