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 |
|---|---|---|---|---|---|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
11,488
shares
|
$785,434
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
11,412
shares
|
$780,238
0.13% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
11,288
shares
|
$771,760
0.5% of portfolio
|
Q4 2023
Reduced 4.73%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
11,156
shares
|
$762,735
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Oct 28, 2025 Q3 2025 |
11,086
shares
|
$757,949
0.36% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
11,057
shares
|
$755,967
0.26% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
11,054
shares
|
$755,761
0.32% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
10,955
shares
|
$748,993
0.0% of portfolio
|
Q1 2025
Added 83.69%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
10,855
shares
|
$742,156
0.01% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
10,792
shares
|
$737,849
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
10,698
shares
|
$731,422
0.51% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
10,607
shares
|
$725,200
0.05% of portfolio
|
Q2 2025
Added 44.41%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
10,582
shares
|
$723,491
0.08% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
10,564
shares
|
$722,260
0.25% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,552
shares
|
$721,440
0.01% of portfolio
|
Q1 2025
Reduced 28.1%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
10,483
shares
|
$716,722
0.0% of portfolio
|
Q2 2025
Added 16.71%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
10,426
shares
|
$712,825
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,309
shares
|
$704,826
0.03% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
10,134
shares
|
$692,861
0.32% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
10,125
shares
|
$692,246
0.11% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
10,075
shares
|
$688,827
0.01% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
9,977
shares
|
$682,127
0.05% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
9,807
shares
|
$670,504
0.34% of portfolio
|
Q3 2025
Reduced 28.62%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,791
shares
|
$669,410
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,744
shares
|
$666,197
0.21% of portfolio
|
Q1 2023
Added 9.54%
|