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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
7,010
shares
|
$473,946
0.01% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,000
shares
|
$473,270
0.04% of portfolio
|
Q1 2024
Reduced 7.76%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
6,946
shares
|
$469,619
0.01% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Oct 31, 2025 Q3 2025 |
6,897
shares
|
$466,306
0.34% of portfolio
|
Q3 2025
Added 93.36%
|
|
|
Sovereign Investment Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
6,862
shares
|
$463,939
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
6,862
shares
|
$463,939
0.38% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
6,825
shares
|
$461,438
0.02% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
6,803
shares
|
$459,950
0.04% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
6,779
shares
|
$458,328
0.46% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
6,770
shares
|
$457,719
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
6,770
shares
|
$457,719
0.32% of portfolio
|
Q3 2025
Added 19.4%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
6,758
shares
|
$456,908
0.08% of portfolio
|
Q3 2025
Added 74.27%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
6,737
shares
|
$455,488
0.13% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
6,735
shares
|
$455,353
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
6,643
shares
|
$449,133
0.0% of portfolio
|
Q2 2025
Reduced 25.38%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
6,643
shares
|
$449,133
0.27% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6,605
shares
|
$446,564
0.03% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
6,573
shares
|
$444,400
0.13% of portfolio
|
Q1 2024
Reduced 16.87%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
6,572
shares
|
$444,332
0.0% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
6,500
shares
|
$439,465
0.32% of portfolio
|
Q2 2022
Added 4.84%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
6,488
shares
|
$438,653
0.01% of portfolio
|
Q3 2025
Added 371.85%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
6,457
shares
|
$436,557
0.01% of portfolio
|
Q1 2025
Reduced 41.37%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
6,401
shares
|
$432,771
0.41% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
6,393
shares
|
$432,230
0.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
6,387
shares
|
$431,825
0.12% of portfolio
|
Q3 2025
Reduced 6.11%
|