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 |
|---|---|---|---|---|---|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
3,210
shares
|
$217,028
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
3,171
shares
|
$214,391
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
3,146
shares
|
$212,701
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,137
shares
|
$212,092
0.0% of portfolio
|
Q1 2025
Reduced 40.69%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
3,127
shares
|
$211,416
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
3,118
shares
|
$210,807
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
3,109
shares
|
$210,199
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
3,088
shares
|
$208,779
0.0% of portfolio
|
Q4 2024
Reduced 86.74%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,075
shares
|
$207,900
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
3,071
shares
|
$207,630
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
3,022
shares
|
$204,317
0.21% of portfolio
|
Q3 2025
Reduced 16.03%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
3,017
shares
|
$203,979
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Absher Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
3,007
shares
|
$203,303
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
3,004
shares
|
$203,100
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
3,000
shares
|
$202,830
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
2,978
shares
|
$201,342
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
2,960
shares
|
$200,125
0.18% of portfolio
|
Q3 2025
Reduced 24.85%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,899
shares
|
$196,001
0.03% of portfolio
|
Q3 2025
Reduced 40.08%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
2,852
shares
|
$192,823
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,801
shares
|
$189,375
0.0% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
2,737
shares
|
$185,048
0.02% of portfolio
|
Q3 2025
Reduced 27.82%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,724
shares
|
$184,169
0.0% of portfolio
|
Q2 2025
Added 228.99%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
2,689
shares
|
$181,803
0.08% of portfolio
|
Q3 2023
Reduced 1.68%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,664
shares
|
$180,113
0.0% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,610
shares
|
$176,462
0.03% of portfolio
|
Q2 2024
New holding
|