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 869 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 $9.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
20,340
shares
|
$1.39 Million
0.54% of portfolio
|
Q3 2025
Reduced 11.75%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,203
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
20,015
shares
|
$1.37 Million
0.47% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
19,990
shares
|
$1.37 Million
0.56% of portfolio
|
Q3 2025
Added 23.98%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
19,763
shares
|
$1.35 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
19,585
shares
|
$1.34 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 24, 2025 Q3 2025 |
19,467
shares
|
$1.33 Million
1.61% of portfolio
|
Q2 2025
Reduced 96.86%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
19,452
shares
|
$1.33 Million
1.3% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
19,222
shares
|
$1.31 Million
0.48% of portfolio
|
Q3 2025
Reduced 48.03%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
19,200
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
19,130
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
19,052
shares
|
$1.3 Million
0.71% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
18,891
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
18,727
shares
|
$1.28 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
18,721
shares
|
$1.28 Million
0.06% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
18,540
shares
|
$1.27 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
18,345
shares
|
$1.25 Million
0.03% of portfolio
|
Q2 2025
Reduced 97.38%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
18,167
shares
|
$1.24 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
18,132
shares
|
$1.24 Million
0.37% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
18,115
shares
|
$1.24 Million
0.73% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
18,110
shares
|
$1.24 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
17,789
shares
|
$1.22 Million
0.42% of portfolio
|
Q2 2025
Added 57.61%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
17,702
shares
|
$1.21 Million
0.41% of portfolio
|
Q2 2024
Added 17.78%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
17,625
shares
|
$1.21 Million
0.13% of portfolio
|
Q1 2024
Added 42.09%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
17,460
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2025
Added 0.02%
|