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 |
|---|---|---|---|---|---|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
839
shares
|
$56,724
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
781
shares
|
$52,803
0.03% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
778
shares
|
$52,600
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
755
shares
|
$51,045
0.01% of portfolio
|
Q3 2025
Added 19.46%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
750
shares
|
$50,707
0.04% of portfolio
|
Q2 2025
Reduced 49.97%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
746
shares
|
$50,437
0.0% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
742
shares
|
$50,166
0.0% of portfolio
|
Q3 2025
Added 1096.77%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
736
shares
|
$49,760
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
733
shares
|
$49,558
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
728
shares
|
$49,220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
705
shares
|
$47,665
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
699
shares
|
$47,259
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
684
shares
|
$46,245
0.01% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
675
shares
|
$45,636
0.0% of portfolio
|
Q2 2025
Reduced 68.62%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
666
shares
|
$45,028
0.0% of portfolio
|
Q3 2025
Reduced 64.71%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
610
shares
|
$41,242
0.01% of portfolio
|
Q3 2025
Added 38.64%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
605
shares
|
$40,904
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
585
shares
|
$39,551
0.01% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
559
shares
|
$37,793
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
510
shares
|
$34,481
0.0% of portfolio
|
Q3 2025
Added 16.7%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
438
shares
|
$29,613
0.03% of portfolio
|
Q2 2025
Reduced 84.51%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
431
shares
|
$29,139
0.0% of portfolio
|
Q2 2024
Reduced 33.07%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
428
shares
|
$28,937
0.0% of portfolio
|
Q4 2023
Added 31.69%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
425
shares
|
$28,734
0.0% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
407
shares
|
$27,517
0.01% of portfolio
|
Q3 2024
Added 0.25%
|