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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
6,387
shares
|
$436,679
0.12% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
6,343
shares
|
$433,670
0.14% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
6,235
shares
|
$426,286
0.19% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
6,216
shares
|
$424,987
0.08% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
6,158
shares
|
$421,022
0.12% of portfolio
|
Q3 2022
Reduced 4.65%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
6,102
shares
|
$417,193
0.2% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
6,076
shares
|
$415,416
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
6,065
shares
|
$414,664
0.11% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
6,056
shares
|
$414,048
0.01% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,045
shares
|
$413,296
0.03% of portfolio
|
Q4 2023
Reduced 16.7%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,937
shares
|
$405,912
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
5,900
shares
|
$403,383
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
5,861
shares
|
$400,716
0.0% of portfolio
|
Q2 2025
Added 30.8%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
5,813
shares
|
$397,434
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,805
shares
|
$396,887
0.02% of portfolio
|
Q2 2025
Added 20.94%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,795
shares
|
$396,204
0.01% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
5,769
shares
|
$394,426
0.08% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
5,742
shares
|
$392,580
0.02% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
5,720
shares
|
$391,076
0.2% of portfolio
|
Q4 2023
Reduced 13.73%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
5,704
shares
|
$389,982
0.05% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
5,698
shares
|
$389,572
0.12% of portfolio
|
Q2 2025
Added 47.96%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
5,557
shares
|
$379,932
0.05% of portfolio
|
Q3 2025
Reduced 15.55%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
5,555
shares
|
$379,795
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
5,555
shares
|
$379,795
0.26% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
5,527
shares
|
$377,880
0.15% of portfolio
|
Q3 2025
Added 6.06%
|