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 |
|---|---|---|---|---|---|
|
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
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,645
shares
|
$110,461
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
1,564
shares
|
$105,022
0.09% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
1,518
shares
|
$101,933
0.01% of portfolio
|
Q1 2024
Reduced 5.13%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,517
shares
|
$101,866
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
1,478
shares
|
$99,247
0.02% of portfolio
|
Q4 2025
Added 142.3%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
1,250
shares
|
$83,937
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,242
shares
|
$83,400
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
1,186
shares
|
$79,639
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
1,165
shares
|
$78,229
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
1,136
shares
|
$76,282
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
1,109
shares
|
$74,469
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
1,100
shares
|
$73,865
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,083
shares
|
$72,723
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
1,070
shares
|
$71,850
0.01% of portfolio
|
Q2 2024
Reduced 19.85%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
1,060
shares
|
$71,179
0.02% of portfolio
|
Q4 2025
Reduced 15.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,033
shares
|
$69,365
0.0% of portfolio
|
Q2 2021
Reduced 30.69%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,024
shares
|
$68,761
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
1,021
shares
|
$68,560
0.03% of portfolio
|
Q1 2025
Added 29.57%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,019
shares
|
$68,425
0.0% of portfolio
|
Q3 2025
Reduced 67.52%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
1,015
shares
|
$68,157
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,000
shares
|
$67,150
0.0% of portfolio
|
Q1 2022
Reduced 11.66%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
945
shares
|
$63,456
0.0% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
928
shares
|
$62,315
0.05% of portfolio
|
Q4 2023
Added 79.5%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
918
shares
|
$61,643
0.0% of portfolio
|
Q1 2024
New holding
|
|