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 868 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $9.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
206,344
shares
|
$14.1 Million
1.06% of portfolio
|
Q2 2023
New holding
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
205,245
shares
|
$14 Million
2.33% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
204,462
shares
|
$14 Million
0.01% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
204,265
shares
|
$14 Million
11.4% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
202,856
shares
|
$13.9 Million
1.94% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
189,425
shares
|
$13 Million
0.1% of portfolio
|
Q3 2025
Added 20.1%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
189,157
shares
|
$12.9 Million
9.35% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
187,161
shares
|
$12.8 Million
1.56% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
187,123
shares
|
$12.8 Million
2.98% of portfolio
|
Q2 2025
Added 327.63%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
187,070
shares
|
$12.8 Million
4.88% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
183,788
shares
|
$12.6 Million
2.56% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
180,498
shares
|
$12.3 Million
2.41% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
180,076
shares
|
$12.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
179,768
shares
|
$12.3 Million
1.24% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
175,273
shares
|
$12 Million
0.43% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
173,283
shares
|
$11.8 Million
0.01% of portfolio
|
Q3 2025
Added 24.88%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
172,745
shares
|
$11.8 Million
0.86% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
171,771
shares
|
$11.7 Million
3.73% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Trinity Financial Advisors LLC
|
Oct 07, 2025 Q3 2025 |
169,668
shares
|
$11.6 Million
3.37% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
169,296
shares
|
$11.6 Million
1.94% of portfolio
|
Q3 2025
Added 27.2%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
168,937
shares
|
$11.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
167,913
shares
|
$11.5 Million
2.91% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
166,994
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2025
Added 22.93%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Oct 14, 2025 Q3 2025 |
165,243
shares
|
$11.3 Million
8.34% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
163,897
shares
|
$11.2 Million
2.82% of portfolio
|
Q3 2025
Added 4.47%
|