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 |
|---|---|---|---|---|---|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
24,090
shares
|
$1.65 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
23,802
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
23,734
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2025
Added 89.45%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
23,688
shares
|
$1.62 Million
0.35% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
23,470
shares
|
$1.6 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Oct 22, 2025 Q3 2025 |
23,339
shares
|
$1.6 Million
1.49% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
23,251
shares
|
$1.59 Million
0.52% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
22,916
shares
|
$1.57 Million
0.84% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
22,908
shares
|
$1.57 Million
0.69% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
22,834
shares
|
$1.56 Million
0.77% of portfolio
|
Q2 2024
Added 5.32%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
22,697
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
22,567
shares
|
$1.54 Million
0.44% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
22,524
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
22,460
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
22,444
shares
|
$1.53 Million
0.07% of portfolio
|
Q2 2025
Added 25.36%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
22,331
shares
|
$1.53 Million
0.12% of portfolio
|
Q2 2025
Added 139.32%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
21,805
shares
|
$1.49 Million
0.35% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
21,702
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
21,635
shares
|
$1.48 Million
0.18% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
20,959
shares
|
$1.43 Million
0.19% of portfolio
|
Q3 2025
Reduced 20.06%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
20,700
shares
|
$1.42 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
20,639
shares
|
$1.41 Million
0.18% of portfolio
|
Q3 2025
Added 19.63%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
20,449
shares
|
$1.4 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
20,400
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.4%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
20,371
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.15%
|