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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,751
shares
|
$319,029
0.01% of portfolio
|
Q3 2025
Added 361.71%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
4,704
shares
|
$315,873
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
4,650
shares
|
$312,247
0.03% of portfolio
|
Q1 2024
Added 12.26%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
4,640
shares
|
$311,576
0.11% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
4,631
shares
|
$310,971
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
4,583
shares
|
$307,748
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
4,567
shares
|
$306,674
0.18% of portfolio
|
Q4 2025
Reduced 2.95%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
4,564
shares
|
$306,472
0.07% of portfolio
|
Q3 2025
Reduced 19.78%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
4,543
shares
|
$305,062
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
4,533
shares
|
$304,390
0.0% of portfolio
|
Q3 2025
Reduced 65.44%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,520
shares
|
$303,518
0.01% of portfolio
|
Q1 2025
Reduced 52.7%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
4,513
shares
|
$303,047
0.0% of portfolio
|
Q3 2025
Reduced 91.84%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
4,500
shares
|
$302,175
0.07% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,475
shares
|
$300,496
0.02% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
4,453
shares
|
$299,018
0.03% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
4,425
shares
|
$297,138
0.01% of portfolio
|
Q3 2025
Reduced 13.3%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
4,419
shares
|
$296,735
0.03% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,418
shares
|
$296,668
0.01% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
4,400
shares
|
$295,460
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
4,334
shares
|
$291,028
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
4,303
shares
|
$288,946
0.05% of portfolio
|
Q1 2025
Reduced 17.52%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
4,270
shares
|
$286,730
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
4,269
shares
|
$286,663
0.04% of portfolio
|
Q1 2025
Reduced 93.62%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
4,248
shares
|
$285,253
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
4,246
shares
|
$285,118
0.08% of portfolio
|
Q3 2025
Reduced 96.91%
|
|