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 |
|---|---|---|---|---|---|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
162,811
shares
|
$10.9 Million
1.04% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
162,488
shares
|
$10.9 Million
5.94% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Enzi Wealth
Austin, TX |
Oct 17, 2025 Q3 2025 |
162,443
shares
|
$10.9 Million
4.07% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
161,391
shares
|
$10.8 Million
3.24% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
160,662
shares
|
$10.8 Million
8.21% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
153,833
shares
|
$10.3 Million
0.16% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
150,416
shares
|
$10.1 Million
1.49% of portfolio
|
Q2 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
147,690
shares
|
$9.92 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
146,312
shares
|
$9.82 Million
1.68% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
146,294
shares
|
$9.82 Million
3.87% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
145,903
shares
|
$9.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
145,822
shares
|
$9.79 Million
0.64% of portfolio
|
Q3 2022
Added 61.38%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
145,754
shares
|
$9.79 Million
3.86% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
144,865
shares
|
$9.73 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
142,852
shares
|
$9.59 Million
5.96% of portfolio
|
Q4 2023
Added 3.54%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 14, 2025 Q3 2025 |
141,144
shares
|
$9.48 Million
3.12% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
140,447
shares
|
$9.43 Million
4.08% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
139,020
shares
|
$9.34 Million
6.34% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
137,725
shares
|
$9.25 Million
1.86% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
136,076
shares
|
$9.14 Million
3.92% of portfolio
|
Q3 2025
Reduced 26.05%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
136,000
shares
|
$9.13 Million
1.97% of portfolio
|
Q4 2023
Added 4.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
135,329
shares
|
$9.09 Million
0.03% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
132,494
shares
|
$8.9 Million
4.33% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
132,109
shares
|
$8.87 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
132,056
shares
|
$8.87 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.8%
|
|