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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
906,249
shares
|
$61.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.5%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
881,370
shares
|
$59.6 Million
0.03% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
817,789
shares
|
$55.3 Million
0.01% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
788,381
shares
|
$53.3 Million
3.21% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
783,227
shares
|
$53 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
764,595
shares
|
$51.7 Million
1.35% of portfolio
|
Q3 2025
Reduced 35.41%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
739,532
shares
|
$50 Million
7.26% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
721,605
shares
|
$48.8 Million
10.39% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
716,514
shares
|
$48.4 Million
0.02% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
703,655
shares
|
$47.6 Million
10.09% of portfolio
|
Q1 2024
Reduced 6.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
669,047
shares
|
$45.2 Million
0.06% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
659,571
shares
|
$44.6 Million
5.38% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
652,443
shares
|
$44.1 Million
1.28% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
625,286
shares
|
$42.3 Million
0.06% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
612,586
shares
|
$41.4 Million
0.97% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
579,714
shares
|
$39.2 Million
3.11% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
576,109
shares
|
$39 Million
0.03% of portfolio
|
Q2 2025
Added 28.36%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 08, 2025 Q3 2025 |
563,457
shares
|
$38.1 Million
17.76% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
546,036
shares
|
$36.9 Million
0.21% of portfolio
|
Q3 2025
Added 11.95%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
543,487
shares
|
$36.7 Million
2.03% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
534,148
shares
|
$36.1 Million
9.14% of portfolio
|
Q2 2023
Added 4.57%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
532,668
shares
|
$36 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
529,522
shares
|
$35.8 Million
0.07% of portfolio
|
Q3 2025
Added 1672.93%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
521,252
shares
|
$35.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
507,172
shares
|
$34.3 Million
0.05% of portfolio
|
Q2 2025
Added 15.81%
|