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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
112,064
shares
|
$7.58 Million
0.01% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
110,610
shares
|
$7.48 Million
2.42% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
110,451
shares
|
$7.47 Million
4.05% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
109,192
shares
|
$7.38 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
109,158
shares
|
$7.38 Million
1.93% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
107,235
shares
|
$7.25 Million
4.49% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
106,501
shares
|
$7.2 Million
2.01% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
105,246
shares
|
$7.12 Million
5.07% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
104,470
shares
|
$7.06 Million
2.55% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
102,972
shares
|
$6.96 Million
0.04% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
102,289
shares
|
$6.92 Million
0.39% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
102,275
shares
|
$6.91 Million
1.04% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
100,982
shares
|
$6.83 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
100,710
shares
|
$6.81 Million
4.0% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
100,593
shares
|
$6.8 Million
2.81% of portfolio
|
Q2 2025
Added 28558.97%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Oct 29, 2025 Q3 2025 |
99,767
shares
|
$6.75 Million
4.85% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
98,838
shares
|
$6.68 Million
1.08% of portfolio
|
Q2 2025
Added 681.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,123
shares
|
$6.63 Million
0.0% of portfolio
|
Q3 2024
Added 17.79%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
98,067
shares
|
$6.63 Million
4.29% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
97,589
shares
|
$6.6 Million
1.63% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
97,017
shares
|
$6.56 Million
2.39% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
95,471
shares
|
$6.45 Million
2.02% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
94,447
shares
|
$6.39 Million
0.72% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
93,365
shares
|
$6.31 Million
0.19% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
93,163
shares
|
$6.3 Million
3.74% of portfolio
|
Q3 2025
Added 1.57%
|