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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
3,670
shares
|
$250,917
0.02% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
3,643
shares
|
$249,071
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
3,641
shares
|
$248,935
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
3,627
shares
|
$247,977
0.17% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
3,587
shares
|
$245,243
0.14% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
3,549
shares
|
$242,645
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,548
shares
|
$242,576
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
3,543
shares
|
$242,234
0.11% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
3,524
shares
|
$240,935
0.05% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
3,516
shares
|
$240,388
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
3,514
shares
|
$240,252
0.0% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
3,486
shares
|
$238,337
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
3,470
shares
|
$237,243
0.04% of portfolio
|
Q2 2025
Reduced 36.85%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
3,469
shares
|
$237,175
0.0% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
3,448
shares
|
$235,739
0.06% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
3,447
shares
|
$235,671
0.01% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
3,444
shares
|
$235,466
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
3,440
shares
|
$235,192
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
3,436
shares
|
$234,919
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
3,436
shares
|
$234,919
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
3,431
shares
|
$234,577
0.01% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
3,350
shares
|
$229,039
0.18% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
3,300
shares
|
$225,621
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
3,282
shares
|
$224,390
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
3,282
shares
|
$224,390
0.03% of portfolio
|
Q2 2025
Reduced 5.2%
|