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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
346,275
shares
|
$23.3 Million
0.15% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
346,089
shares
|
$23.2 Million
4.14% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
343,601
shares
|
$23.1 Million
0.78% of portfolio
|
Q3 2025
Reduced 10.39%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 22, 2025 Q3 2025 |
342,203
shares
|
$23 Million
12.93% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
333,502
shares
|
$22.4 Million
3.36% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
326,296
shares
|
$21.9 Million
9.95% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
323,606
shares
|
$21.7 Million
5.73% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
322,275
shares
|
$21.6 Million
0.45% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
305,395
shares
|
$20.5 Million
1.01% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
304,342
shares
|
$20.4 Million
4.68% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
304,289
shares
|
$20.4 Million
2.14% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
294,454
shares
|
$19.8 Million
9.42% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
291,675
shares
|
$19.6 Million
6.54% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
291,102
shares
|
$19.5 Million
1.2% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
291,075
shares
|
$19.5 Million
0.42% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
289,108
shares
|
$19.4 Million
0.17% of portfolio
|
Q3 2025
Added 14.09%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
282,677
shares
|
$19 Million
12.15% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
281,707
shares
|
$18.9 Million
6.87% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
277,371
shares
|
$18.6 Million
0.05% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
276,808
shares
|
$18.6 Million
11.77% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
276,220
shares
|
$18.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 55.83%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
274,281
shares
|
$18.4 Million
3.91% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
272,669
shares
|
$18.3 Million
1.89% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
271,723
shares
|
$18.2 Million
6.37% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
271,337
shares
|
$18.2 Million
0.74% of portfolio
|
Q3 2023
Reduced 1.6%
|
|