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 |
|---|---|---|---|---|---|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
263,448
shares
|
$17.7 Million
6.86% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
262,626
shares
|
$17.6 Million
6.13% of portfolio
|
Q3 2025
Added 20.26%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
260,808
shares
|
$17.5 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
259,199
shares
|
$17.4 Million
0.53% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
257,639
shares
|
$17.3 Million
0.27% of portfolio
|
Q3 2025
Added 12.55%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
252,281
shares
|
$16.9 Million
3.33% of portfolio
|
Q3 2025
Reduced 23.23%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
251,959
shares
|
$16.9 Million
0.49% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
250,701
shares
|
$16.8 Million
1.83% of portfolio
|
Q3 2025
Added 33.95%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
250,406
shares
|
$16.8 Million
10.97% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
250,099
shares
|
$16.8 Million
4.87% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
245,662
shares
|
$16.5 Million
0.19% of portfolio
|
Q3 2025
Added 25.24%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
242,434
shares
|
$16.3 Million
9.37% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
239,977
shares
|
$16.1 Million
2.7% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
232,844
shares
|
$15.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.38%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
232,682
shares
|
$15.6 Million
3.98% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
232,493
shares
|
$15.6 Million
1.15% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
227,525
shares
|
$15.3 Million
1.28% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2025 Q3 2025 |
222,280
shares
|
$14.9 Million
1.22% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
222,020
shares
|
$14.9 Million
3.87% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Nov 10, 2025 Q3 2025 |
219,689
shares
|
$14.8 Million
13.07% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
218,966
shares
|
$14.7 Million
3.87% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
215,903
shares
|
$14.5 Million
0.08% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
214,725
shares
|
$14.4 Million
0.0% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
209,962
shares
|
$14.1 Million
2.35% of portfolio
|
Q3 2025
Added 23.14%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
206,344
shares
|
$13.9 Million
1.06% of portfolio
|
Q2 2023
New holding
|
|