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 |
|---|---|---|---|---|---|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
6,401
shares
|
$429,827
0.41% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
6,393
shares
|
$429,289
0.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
6,387
shares
|
$428,887
0.12% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
6,343
shares
|
$425,932
0.14% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
6,235
shares
|
$418,680
0.19% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
6,158
shares
|
$413,509
0.12% of portfolio
|
Q3 2022
Reduced 4.65%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
6,140
shares
|
$412,301
0.02% of portfolio
|
Q4 2025
Added 17.11%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
6,102
shares
|
$409,749
0.2% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
6,076
shares
|
$408,003
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
6,065
shares
|
$407,264
0.11% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
6,056
shares
|
$406,660
0.01% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,045
shares
|
$405,921
0.03% of portfolio
|
Q4 2023
Reduced 16.7%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,937
shares
|
$398,669
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
5,813
shares
|
$390,342
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,805
shares
|
$389,805
0.02% of portfolio
|
Q2 2025
Added 20.94%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
5,769
shares
|
$387,388
0.08% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,752
shares
|
$386,246
0.01% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
5,720
shares
|
$384,098
0.2% of portfolio
|
Q4 2023
Reduced 13.73%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
5,704
shares
|
$383,023
0.05% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
5,698
shares
|
$382,620
0.12% of portfolio
|
Q2 2025
Added 47.96%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
5,557
shares
|
$373,152
0.05% of portfolio
|
Q3 2025
Reduced 15.55%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
5,555
shares
|
$373,018
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
5,555
shares
|
$373,018
0.26% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,528
shares
|
$371,205
0.0% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
5,527
shares
|
$371,138
0.15% of portfolio
|
Q3 2025
Added 6.06%
|
|