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 137 Million shares, which have been reported (via 13F filing form) to have a value of $9.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
112,247
shares
|
$7.54 Million
4.25% of portfolio
|
Q2 2024
Added 8.5%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
110,451
shares
|
$7.42 Million
4.05% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
109,692
shares
|
$7.37 Million
0.04% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
109,192
shares
|
$7.33 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
109,158
shares
|
$7.33 Million
1.93% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
107,235
shares
|
$7.2 Million
4.49% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
106,838
shares
|
$7.17 Million
2.05% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
106,163
shares
|
$7.13 Million
2.98% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
105,246
shares
|
$7.07 Million
5.07% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
104,470
shares
|
$7.02 Million
2.55% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
102,275
shares
|
$6.87 Million
1.04% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
100,710
shares
|
$6.76 Million
4.0% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
100,158
shares
|
$6.73 Million
3.37% of portfolio
|
Q3 2025
Added 21.28%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 05, 2026 Q4 2025 |
99,321
shares
|
$6.67 Million
4.74% of portfolio
|
Q4 2025
Reduced 0.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
98,413
shares
|
$6.61 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,123
shares
|
$6.59 Million
0.0% of portfolio
|
Q3 2024
Added 17.79%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
98,067
shares
|
$6.59 Million
4.29% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
96,850
shares
|
$6.5 Million
0.34% of portfolio
|
Q3 2025
Added 1586.69%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
95,594
shares
|
$6.42 Million
0.01% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
95,471
shares
|
$6.41 Million
2.02% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
95,132
shares
|
$6.39 Million
2.29% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
93,488
shares
|
$6.28 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
93,410
shares
|
$6.27 Million
0.19% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
93,163
shares
|
$6.26 Million
3.74% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
92,926
shares
|
$6.24 Million
1.45% of portfolio
|
Q4 2025
Reduced 4.78%
|
|