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 $8.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
343,428
shares
|
$23.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 22, 2025 Q3 2025 |
342,203
shares
|
$23.1 Million
12.93% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
335,882
shares
|
$22.7 Million
0.05% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
333,502
shares
|
$22.5 Million
3.36% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
326,296
shares
|
$22.1 Million
9.95% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
324,881
shares
|
$22 Million
5.85% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
320,679
shares
|
$21.7 Million
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
317,697
shares
|
$21.5 Million
0.46% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
311,802
shares
|
$21.1 Million
1.02% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
310,794
shares
|
$21 Million
0.04% of portfolio
|
Q2 2025
Added 24.59%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
304,342
shares
|
$20.6 Million
4.68% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
304,289
shares
|
$20.6 Million
2.14% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
294,454
shares
|
$19.9 Million
9.42% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
291,675
shares
|
$19.7 Million
6.54% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
291,102
shares
|
$19.7 Million
1.2% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
291,075
shares
|
$19.7 Million
0.42% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
281,707
shares
|
$19 Million
6.87% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
279,161
shares
|
$18.9 Million
12.28% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
274,281
shares
|
$18.5 Million
3.91% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
272,669
shares
|
$18.4 Million
1.89% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
272,196
shares
|
$18.4 Million
11.74% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
271,939
shares
|
$18.4 Million
0.0% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
271,723
shares
|
$18.4 Million
6.37% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
271,337
shares
|
$18.3 Million
0.74% of portfolio
|
Q3 2023
Reduced 1.6%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
263,448
shares
|
$17.8 Million
6.86% of portfolio
|
Q3 2025
Added 9.85%
|