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 |
|---|---|---|---|---|---|
|
Hiley Hunt Wealth Management
Omaha, NE |
Oct 02, 2025 Q3 2025 |
70,476
shares
|
$4.76 Million
2.27% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Sageworth Trust CO Of South Dakota
|
Nov 04, 2025 Q3 2025 |
69,995
shares
|
$4.73 Million
4.82% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
69,831
shares
|
$4.72 Million
0.06% of portfolio
|
Q3 2025
Reduced 48.99%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
68,106
shares
|
$4.6 Million
0.85% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
66,992
shares
|
$4.53 Million
2.38% of portfolio
|
Q3 2025
Added 11.3%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
66,551
shares
|
$4.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
65,999
shares
|
$4.46 Million
1.82% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
65,381
shares
|
$4.42 Million
2.35% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
64,523
shares
|
$4.36 Million
0.05% of portfolio
|
Q3 2025
Added 29.55%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
64,447
shares
|
$4.36 Million
1.12% of portfolio
|
Q3 2025
Added 12.74%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
63,815
shares
|
$4.31 Million
2.04% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
62,978
shares
|
$4.26 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
62,526
shares
|
$4.23 Million
0.08% of portfolio
|
Q3 2025
Added 21.24%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
61,640
shares
|
$4.17 Million
3.79% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
61,293
shares
|
$4.14 Million
19.3% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
61,280
shares
|
$4.14 Million
1.76% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
60,750
shares
|
$4.11 Million
0.96% of portfolio
|
Q4 2022
Reduced 1.14%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
59,292
shares
|
$4.01 Million
3.52% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
59,032
shares
|
$3.99 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
58,470
shares
|
$3.95 Million
0.12% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
57,734
shares
|
$3.9 Million
0.78% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
56,790
shares
|
$3.84 Million
2.29% of portfolio
|
Q1 2023
Added 42.47%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
56,526
shares
|
$3.82 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
56,246
shares
|
$3.8 Million
1.12% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
56,066
shares
|
$3.79 Million
0.17% of portfolio
|
Q3 2025
Reduced 37.59%
|