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 869 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 $9.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Enzi Wealth
Austin, TX |
Oct 17, 2025 Q3 2025 |
162,443
shares
|
$11.1 Million
4.07% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
161,391
shares
|
$11 Million
3.24% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
160,662
shares
|
$11 Million
8.21% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
153,833
shares
|
$10.5 Million
0.16% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
150,416
shares
|
$10.3 Million
1.49% of portfolio
|
Q2 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
148,370
shares
|
$10.1 Million
0.83% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
146,312
shares
|
$10 Million
1.68% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
146,294
shares
|
$10 Million
3.87% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
145,903
shares
|
$9.98 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
145,822
shares
|
$9.97 Million
0.64% of portfolio
|
Q3 2022
Added 61.38%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
145,754
shares
|
$9.97 Million
3.86% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
144,865
shares
|
$9.9 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
143,984
shares
|
$9.84 Million
0.38% of portfolio
|
Q2 2025
Reduced 19.99%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
142,852
shares
|
$9.77 Million
5.96% of portfolio
|
Q4 2023
Added 3.54%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 14, 2025 Q3 2025 |
141,144
shares
|
$9.65 Million
3.12% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
139,020
shares
|
$9.5 Million
6.34% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
137,725
shares
|
$9.42 Million
1.86% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
137,348
shares
|
$9.39 Million
1.23% of portfolio
|
Q2 2025
Added 2631.12%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
136,076
shares
|
$9.3 Million
3.92% of portfolio
|
Q3 2025
Reduced 26.05%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
136,000
shares
|
$9.3 Million
1.97% of portfolio
|
Q4 2023
Added 4.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
135,842
shares
|
$9.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
134,494
shares
|
$9.2 Million
4.01% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
132,494
shares
|
$9.06 Million
4.33% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
132,109
shares
|
$9.03 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
132,056
shares
|
$9.03 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.8%
|