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 891 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $9.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,475
shares
|
$300,496
0.02% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
4,453
shares
|
$299,018
0.03% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
4,425
shares
|
$297,138
0.01% of portfolio
|
Q3 2025
Reduced 13.3%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jan 27, 2026 Q4 2025 |
4,423
shares
|
$297,004
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
4,419
shares
|
$296,735
0.03% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,418
shares
|
$296,668
0.01% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
4,400
shares
|
$295,460
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
4,334
shares
|
$291,028
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
4,303
shares
|
$288,946
0.05% of portfolio
|
Q1 2025
Reduced 17.52%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2026 Q4 2025 |
4,270
shares
|
$286,730
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
4,269
shares
|
$286,663
0.04% of portfolio
|
Q1 2025
Reduced 93.62%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
4,248
shares
|
$285,253
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
4,246
shares
|
$285,118
0.08% of portfolio
|
Q3 2025
Reduced 96.91%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
4,188
shares
|
$281,224
0.13% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
Dec 22, 2025 Q3 2025 |
4,170
shares
|
$280,015
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
4,167
shares
|
$279,814
0.04% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
4,146
shares
|
$278,403
0.02% of portfolio
|
Q3 2025
Reduced 36.24%
|
|
|
Walleye Partners, LLC
Madison, WI |
Jan 28, 2026 Q4 2025 |
4,134
shares
|
$277,598
0.32% of portfolio
|
Q4 2025
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
4,120
shares
|
$276,658
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 26, 2026 Q4 2025 |
4,100
shares
|
$275,315
0.15% of portfolio
|
Q4 2025
Added 14.3%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
4,099
shares
|
$275,247
0.02% of portfolio
|
Q2 2024
Added 11.63%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
4,065
shares
|
$272,964
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
4,034
shares
|
$270,883
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
4,028
shares
|
$270,480
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
4,026
shares
|
$270,345
0.09% of portfolio
|
Q1 2025
Added 2.08%
|
|