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 $9.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
92,390
shares
|
$6.25 Million
0.01% of portfolio
|
Q2 2025
Added 175.12%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
90,575
shares
|
$6.12 Million
3.75% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Aug 14, 2025 Q2 2025 |
90,461
shares
|
$6.12 Million
3.4% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 03, 2025 Q3 2025 |
90,248
shares
|
$6.1 Million
2.53% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
88,712
shares
|
$6 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
85,225
shares
|
$5.76 Million
2.52% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
84,535
shares
|
$5.72 Million
1.63% of portfolio
|
Q3 2025
Added 19.73%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
83,227
shares
|
$5.63 Million
4.18% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
82,582
shares
|
$5.58 Million
3.01% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
82,496
shares
|
$5.58 Million
1.47% of portfolio
|
Q3 2025
Added 50.55%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
79,503
shares
|
$5.38 Million
0.52% of portfolio
|
Q2 2025
Added 83.83%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
79,255
shares
|
$5.36 Million
3.14% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
78,234
shares
|
$5.29 Million
1.99% of portfolio
|
Q3 2025
Reduced 66.03%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
77,489
shares
|
$5.24 Million
2.05% of portfolio
|
Q3 2025
Added 17.87%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
75,475
shares
|
$5.1 Million
1.98% of portfolio
|
Q3 2025
Added 12.15%
|
|
|
Bayshore Asset Management, LLC
|
Oct 31, 2025 Q3 2025 |
75,453
shares
|
$5.1 Million
2.25% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
74,609
shares
|
$5.04 Million
0.61% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
74,019
shares
|
$5 Million
4.39% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
73,875
shares
|
$4.99 Million
0.78% of portfolio
|
Q3 2025
Added 15.24%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
73,622
shares
|
$4.98 Million
1.18% of portfolio
|
Q3 2025
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
73,264
shares
|
$4.95 Million
1.49% of portfolio
|
Q3 2025
Reduced 48.72%
|
|
|
Esg Planning
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
72,939
shares
|
$4.93 Million
2.65% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
72,820
shares
|
$4.92 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
72,714
shares
|
$4.92 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
72,346
shares
|
$4.89 Million
2.24% of portfolio
|
Q3 2025
Added 1.85%
|