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 |
|---|---|---|---|---|---|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
47,354
shares
|
$3.2 Million
1.09% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
46,687
shares
|
$3.16 Million
2.15% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
46,297
shares
|
$3.13 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
46,072
shares
|
$3.11 Million
0.09% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Bcm Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
46,029
shares
|
$3.11 Million
0.65% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
45,845
shares
|
$3.1 Million
0.08% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
45,758
shares
|
$3.09 Million
0.56% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
45,466
shares
|
$3.07 Million
0.07% of portfolio
|
Q3 2025
Added 28.55%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
45,432
shares
|
$3.07 Million
0.19% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
45,146
shares
|
$3.05 Million
1.15% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
44,956
shares
|
$3.04 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
44,934
shares
|
$3.04 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
44,750
shares
|
$3.03 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
44,635
shares
|
$3.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
44,385
shares
|
$3 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
44,339
shares
|
$3 Million
0.02% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
44,147
shares
|
$2.98 Million
1.33% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
43,817
shares
|
$2.96 Million
1.34% of portfolio
|
Q1 2025
Added 104.62%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
43,746
shares
|
$2.96 Million
1.16% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
43,139
shares
|
$2.92 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
42,925
shares
|
$2.9 Million
0.26% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Oct 20, 2025 Q3 2025 |
42,651
shares
|
$2.88 Million
1.3% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
42,339
shares
|
$2.86 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
42,243
shares
|
$2.86 Million
0.18% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
42,167
shares
|
$2.85 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.09%
|