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 |
|---|---|---|---|---|---|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
8,761
shares
|
$588,301
0.19% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
8,670
shares
|
$582,190
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
8,657
shares
|
$581,317
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
8,491
shares
|
$570,170
0.27% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
8,356
shares
|
$561,105
0.47% of portfolio
|
Q4 2025
Added 1.48%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
8,336
shares
|
$559,762
0.45% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
8,278
shares
|
$555,867
0.02% of portfolio
|
Q3 2025
Added 18.09%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,222
shares
|
$552,107
0.03% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
8,216
shares
|
$551,704
0.03% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
8,128
shares
|
$545,795
0.02% of portfolio
|
Q3 2025
Reduced 25.79%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
8,073
shares
|
$542,101
0.11% of portfolio
|
Q4 2025
Added 29.87%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
8,067
shares
|
$541,699
0.05% of portfolio
|
Q3 2023
Added 14.46%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
8,051
shares
|
$540,624
0.06% of portfolio
|
Q3 2022
Reduced 28.83%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
7,914
shares
|
$531,425
0.07% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
7,824
shares
|
$525,381
0.12% of portfolio
|
Q3 2025
Added 17.23%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
7,812
shares
|
$524,575
0.05% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
7,741
shares
|
$519,808
0.12% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
7,628
shares
|
$512,220
0.24% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
7,618
shares
|
$511,548
0.02% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,606
shares
|
$510,742
0.01% of portfolio
|
Q3 2025
Reduced 88.55%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,605
shares
|
$510,675
0.29% of portfolio
|
Q3 2025
Added 34.27%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
7,514
shares
|
$504,565
0.14% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Dec 17, 2025 Q3 2025 |
7,395
shares
|
$496,574
0.23% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
7,383
shares
|
$495,768
0.03% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
7,373
shares
|
$495,096
0.02% of portfolio
|
Q3 2025
Reduced 8.9%
|
|