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 894 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $9.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 23, 2026 Q4 2025 |
9,007
shares
|
$604,820
0.19% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
8,993
shares
|
$603,879
0.28% of portfolio
|
Q2 2023
Added 0.97%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
8,991
shares
|
$603,745
0.02% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
8,965
shares
|
$601,999
0.2% of portfolio
|
Q1 2025
Added 71.51%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
8,952
shares
|
$601,126
0.01% of portfolio
|
Q3 2024
Added 27.58%
|
|
|
Keybank National Association
|
Jan 30, 2026 Q4 2025 |
8,943
shares
|
$600,522
0.0% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 23, 2026 Q4 2025 |
8,927
shares
|
$599,448
0.28% of portfolio
|
Q4 2025
Added 5.13%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
8,909
shares
|
$598,239
0.28% of portfolio
|
Q3 2025
Reduced 12.09%
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
8,909
shares
|
$598,239
0.13% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Peavine Capital, LLC
|
Jan 20, 2026 Q4 2025 |
8,891
shares
|
$597,030
0.13% of portfolio
|
Q4 2023
Reduced 31.1%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
8,883
shares
|
$596,493
0.13% of portfolio
|
Q4 2025
Reduced 7.54%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jan 20, 2026 Q4 2025 |
8,799
shares
|
$590,852
0.15% of portfolio
|
Q2 2021
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
8,798
shares
|
$590,785
0.02% of portfolio
|
Q4 2025
Reduced 0.89%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
8,782
shares
|
$589,711
0.02% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
8,761
shares
|
$588,301
0.19% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
8,670
shares
|
$582,190
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jan 28, 2026 Q4 2025 |
8,531
shares
|
$572,856
0.24% of portfolio
|
Q4 2025
Added 15.36%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jan 20, 2026 Q4 2025 |
8,404
shares
|
$564,328
0.11% of portfolio
|
Q4 2025
Reduced 8.66%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
8,356
shares
|
$561,105
0.47% of portfolio
|
Q4 2025
Added 1.48%
|
|
|
Forteris Wealth Management Inc.
Armonk, NY |
Jan 26, 2026 Q4 2025 |
8,348
shares
|
$560,568
0.57% of portfolio
|
Q4 2025
New holding
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
8,336
shares
|
$559,762
0.45% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
8,278
shares
|
$555,867
0.02% of portfolio
|
Q3 2025
Added 18.09%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,222
shares
|
$552,107
0.03% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
8,216
shares
|
$551,704
0.03% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
8,128
shares
|
$545,795
0.02% of portfolio
|
Q3 2025
Reduced 25.79%
|
|