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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
7,367
shares
|
$494,694
0.03% of portfolio
|
Q4 2023
Added 1.14%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
7,337
shares
|
$492,679
0.01% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
7,308
shares
|
$490,732
0.34% of portfolio
|
Q4 2025
Added 5.96%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
7,224
shares
|
$485,091
0.06% of portfolio
|
Q3 2025
Added 16.12%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
7,129
shares
|
$478,712
0.33% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
6,946
shares
|
$466,423
0.01% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
6,924
shares
|
$464,946
0.08% of portfolio
|
Q4 2025
Added 46.26%
|
|
|
Sovereign Investment Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
6,862
shares
|
$460,783
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
6,862
shares
|
$460,783
0.38% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
6,803
shares
|
$456,821
0.04% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
6,779
shares
|
$455,209
0.46% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
6,770
shares
|
$454,605
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
6,758
shares
|
$453,799
0.08% of portfolio
|
Q3 2025
Added 74.27%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
6,737
shares
|
$452,389
0.13% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
6,735
shares
|
$452,255
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
6,724
shares
|
$451,516
0.27% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
6,643
shares
|
$446,077
0.0% of portfolio
|
Q2 2025
Reduced 25.38%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
6,603
shares
|
$443,391
2.61% of portfolio
|
Q3 2025
Reduced 70.16%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
6,573
shares
|
$441,376
0.13% of portfolio
|
Q1 2024
Reduced 16.87%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
6,572
shares
|
$441,309
0.0% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
6,500
shares
|
$436,475
0.32% of portfolio
|
Q2 2022
Added 4.84%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
6,488
shares
|
$435,669
0.01% of portfolio
|
Q3 2025
Added 371.85%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
6,476
shares
|
$434,863
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
6,457
shares
|
$433,587
0.01% of portfolio
|
Q1 2025
Reduced 41.37%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
6,410
shares
|
$430,431
0.01% of portfolio
|
Q3 2025
Reduced 6.08%
|
|