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 866 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $8.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
20,228,460
shares
|
$1.37 Billion
1.11% of portfolio
|
Q2 2025
Added 20.26%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,849,400
shares
|
$531 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
6,216,760
shares
|
$420 Million
0.03% of portfolio
|
Q2 2025
Added 15.66%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
5,856,832
shares
|
$396 Million
20.21% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,946,324
shares
|
$199 Million
3.33% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,724,127
shares
|
$184 Million
1.82% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
2,456,384
shares
|
$166 Million
11.06% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,603,773
shares
|
$108 Million
0.03% of portfolio
|
Q3 2025
Reduced 34.96%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
1,325,385
shares
|
$89.6 Million
2.92% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
1,303,497
shares
|
$88.1 Million
1.16% of portfolio
|
Q3 2025
Reduced 30.42%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
1,281,033
shares
|
$86.6 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
1,163,177
shares
|
$78.6 Million
21.12% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,151,703
shares
|
$77.9 Million
0.58% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
1,149,729
shares
|
$77.7 Million
5.85% of portfolio
|
Q3 2025
Added 45.9%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,146,929
shares
|
$77.5 Million
5.01% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,053,036
shares
|
$71.2 Million
10.75% of portfolio
|
Q4 2023
Reduced 7.17%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
1,016,654
shares
|
$68.7 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
974,237
shares
|
$65.9 Million
4.11% of portfolio
|
Q3 2025
Added 74.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
967,318
shares
|
$65.4 Million
0.08% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
965,027
shares
|
$65.2 Million
0.01% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
954,551
shares
|
$64.5 Million
8.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
949,428
shares
|
$64.2 Million
3.08% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
945,735
shares
|
$63.9 Million
3.48% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
932,698
shares
|
$63.1 Million
7.54% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
911,621
shares
|
$61.6 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.76%
|