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 868 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $9.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
5,348
shares
|
$365,642
0.24% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,345
shares
|
$365,437
0.01% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
5,344
shares
|
$365,369
0.0% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
5,302
shares
|
$362,497
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
5,243
shares
|
$358,463
0.02% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
5,200
shares
|
$355,524
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
5,161
shares
|
$352,857
0.02% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,143
shares
|
$351,626
0.03% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
5,069
shares
|
$346,567
0.17% of portfolio
|
Q2 2021
New holding
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
5,036
shares
|
$344,311
0.18% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
5,012
shares
|
$342,670
0.08% of portfolio
|
Q1 2025
Reduced 11.04%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
4,992
shares
|
$341,303
0.01% of portfolio
|
Q1 2024
Added 31.65%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
4,978
shares
|
$340,345
0.14% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
4,975
shares
|
$340,140
0.21% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
4,967
shares
|
$339,593
0.14% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
4,894
shares
|
$334,602
0.01% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Canvas Wealth Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,892
shares
|
$334,466
0.06% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,884
shares
|
$333,919
0.01% of portfolio
|
Q3 2025
Added 39.11%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
4,848
shares
|
$331,457
0.11% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
4,818
shares
|
$329,406
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 14, 2025 Q3 2025 |
4,814
shares
|
$329,133
0.16% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
4,779
shares
|
$326,740
0.02% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2025 Q3 2025 |
4,765
shares
|
$325,783
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,751
shares
|
$324,825
0.01% of portfolio
|
Q3 2025
Added 361.71%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
4,734
shares
|
$323,663
0.06% of portfolio
|
Q3 2025
Added 12.79%
|