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 |
|---|---|---|---|---|---|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
35,115
shares
|
$2.4 Million
0.8% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
34,981
shares
|
$2.39 Million
0.66% of portfolio
|
Q2 2025
Added 24.81%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
34,871
shares
|
$2.38 Million
0.04% of portfolio
|
Q2 2025
Added 24.24%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
34,548
shares
|
$2.36 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
34,323
shares
|
$2.35 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
33,907
shares
|
$2.32 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
33,867
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2023
Reduced 32.09%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
33,744
shares
|
$2.31 Million
0.02% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
32,924
shares
|
$2.25 Million
0.3% of portfolio
|
Q3 2025
Reduced 26.34%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
32,087
shares
|
$2.19 Million
0.32% of portfolio
|
Q2 2025
Reduced 60.53%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
31,850
shares
|
$2.18 Million
1.06% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
31,629
shares
|
$2.16 Million
1.3% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
31,598
shares
|
$2.16 Million
0.3% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
31,554
shares
|
$2.16 Million
0.14% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
31,323
shares
|
$2.14 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
31,280
shares
|
$2.14 Million
0.07% of portfolio
|
Q2 2025
Added 192.72%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
30,958
shares
|
$2.12 Million
1.0% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
29,825
shares
|
$2.04 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
29,511
shares
|
$2.02 Million
0.26% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
29,510
shares
|
$2.02 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
28,756
shares
|
$1.97 Million
0.16% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
28,682
shares
|
$1.96 Million
0.41% of portfolio
|
Q2 2025
Added 17.61%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
28,563
shares
|
$1.95 Million
0.09% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
28,209
shares
|
$1.93 Million
0.78% of portfolio
|
Q3 2025
Added 24.28%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
28,151
shares
|
$1.92 Million
0.69% of portfolio
|
Q3 2025
Added 1.99%
|