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 |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
4,779
shares
|
$323,108
0.02% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2025 Q3 2025 |
4,765
shares
|
$322,161
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
4,734
shares
|
$320,065
0.06% of portfolio
|
Q3 2025
Added 12.79%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,706
shares
|
$318,172
0.2% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
4,704
shares
|
$318,037
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
4,650
shares
|
$314,386
0.03% of portfolio
|
Q1 2024
Added 12.26%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
4,640
shares
|
$313,710
0.11% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
4,631
shares
|
$313,101
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
4,628
shares
|
$312,899
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
4,583
shares
|
$309,856
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
4,564
shares
|
$308,572
0.07% of portfolio
|
Q3 2025
Reduced 19.78%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
4,543
shares
|
$307,152
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,520
shares
|
$305,597
0.01% of portfolio
|
Q1 2025
Reduced 52.7%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
4,500
shares
|
$304,245
0.07% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,475
shares
|
$302,554
0.02% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
4,453
shares
|
$301,067
0.02% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
4,427
shares
|
$299,309
0.07% of portfolio
|
Q3 2025
Reduced 20.36%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
4,425
shares
|
$299,174
0.01% of portfolio
|
Q3 2025
Reduced 13.3%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
4,413
shares
|
$298,362
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
4,400
shares
|
$297,484
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
4,303
shares
|
$290,925
0.05% of portfolio
|
Q1 2025
Reduced 17.52%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
4,270
shares
|
$288,694
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
4,269
shares
|
$288,627
0.04% of portfolio
|
Q1 2025
Reduced 93.62%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
4,259
shares
|
$287,950
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,198
shares
|
$283,826
0.01% of portfolio
|
Q2 2025
Reduced 12.01%
|