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 868 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $9.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
93,163
shares
|
$6.37 Million
3.74% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
92,390
shares
|
$6.32 Million
0.01% of portfolio
|
Q2 2025
Added 175.12%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
90,575
shares
|
$6.19 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
|
$6.18 Million
3.4% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 03, 2025 Q3 2025 |
90,248
shares
|
$6.17 Million
2.53% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
88,777
shares
|
$6.07 Million
2.96% of portfolio
|
Q3 2025
Added 21.71%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
88,712
shares
|
$6.07 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
85,225
shares
|
$5.83 Million
2.52% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
84,535
shares
|
$5.78 Million
1.63% of portfolio
|
Q3 2025
Added 19.73%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
83,227
shares
|
$5.69 Million
4.18% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
82,496
shares
|
$5.64 Million
1.47% of portfolio
|
Q3 2025
Added 50.55%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
79,255
shares
|
$5.42 Million
3.14% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
78,234
shares
|
$5.35 Million
1.99% of portfolio
|
Q3 2025
Reduced 66.03%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
77,575
shares
|
$5.3 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
77,489
shares
|
$5.3 Million
2.05% of portfolio
|
Q3 2025
Added 17.87%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
75,475
shares
|
$5.16 Million
1.98% of portfolio
|
Q3 2025
Added 12.15%
|
|
|
Bayshore Asset Management, LLC
|
Oct 31, 2025 Q3 2025 |
75,453
shares
|
$5.16 Million
2.25% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
74,609
shares
|
$5.1 Million
0.61% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
74,019
shares
|
$5.06 Million
4.39% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
73,875
shares
|
$5.05 Million
0.78% of portfolio
|
Q3 2025
Added 15.24%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
73,622
shares
|
$5.03 Million
1.18% of portfolio
|
Q3 2025
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
73,264
shares
|
$5.01 Million
1.49% of portfolio
|
Q3 2025
Reduced 48.72%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
72,820
shares
|
$4.98 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
72,714
shares
|
$4.97 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
72,346
shares
|
$4.95 Million
2.24% of portfolio
|
Q3 2025
Added 1.85%
|