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 894 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $9.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
2,631
shares
|
$176,671
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,610
shares
|
$175,261
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,594
shares
|
$174,187
0.0% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
2,564
shares
|
$172,172
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
2,445
shares
|
$164,181
0.06% of portfolio
|
Q1 2025
Reduced 27.45%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
2,433
shares
|
$163,375
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
2,378
shares
|
$159,682
0.0% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Newton One Investments LLC
|
Jan 22, 2026 Q4 2025 |
2,317
shares
|
$155,586
0.05% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,242
shares
|
$150,550
0.0% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,241
shares
|
$150,483
0.23% of portfolio
|
Q2 2025
Reduced 29.09%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Jan 26, 2026 Q4 2025 |
2,131
shares
|
$143,096
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
2,100
shares
|
$141,015
0.0% of portfolio
|
Q1 2025
Reduced 52.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,078
shares
|
$139,537
0.01% of portfolio
|
Q3 2025
Reduced 63.96%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
2,010
shares
|
$134,971
0.02% of portfolio
|
Q3 2025
Added 697.62%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,970
shares
|
$132,285
0.0% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
1,951
shares
|
$131,009
0.0% of portfolio
|
Q4 2025
Reduced 21.62%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
1,934
shares
|
$129,868
0.04% of portfolio
|
Q4 2025
Reduced 2.18%
|
|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
1,842
shares
|
$123,690
0.02% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
1,772
shares
|
$118,989
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
1,748
shares
|
$117,378
0.01% of portfolio
|
Q4 2025
Reduced 36.13%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,740
shares
|
$116,841
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
1,720
shares
|
$115,498
0.06% of portfolio
|
Q2 2025
Reduced 29.97%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
1,706
shares
|
$114,557
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,692
shares
|
$113,617
0.02% of portfolio
|
Q2 2024
Added 92.13%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
1,688
shares
|
$113,349
0.07% of portfolio
|
Q4 2024
New holding
|
|