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 820 institutions that hold shares in the stock, with a total of 126 Million shares, which have been reported (via 13F filing form) to have a value of $7.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
16,821,024
shares
|
$1.04 Billion
0.95% of portfolio
|
Q1 2025
Added 27.01%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
7,974,617
shares
|
$495 Million
0.07% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
5,850,934
shares
|
$363 Million
22.41% of portfolio
|
Q1 2025
Reduced 10.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
5,375,140
shares
|
$334 Million
0.03% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,724,127
shares
|
$169 Million
1.82% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,658,922
shares
|
$165 Million
3.43% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
2,518,859
shares
|
$156 Million
2.1% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
2,462,758
shares
|
$153 Million
12.74% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,447,086
shares
|
$152 Million
0.05% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,822,806
shares
|
$113 Million
1.68% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
1,400,095
shares
|
$86.9 Million
3.34% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
1,354,938
shares
|
$84.1 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
1,158,703
shares
|
$71.9 Million
2.03% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
1,150,445
shares
|
$71.4 Million
0.67% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,075,829
shares
|
$66.8 Million
4.84% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,053,036
shares
|
$65.4 Million
10.75% of portfolio
|
Q4 2023
Reduced 7.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,024,029
shares
|
$63.6 Million
0.02% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,022,951
shares
|
$63.5 Million
0.14% of portfolio
|
Q1 2025
Added 28.54%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
977,781
shares
|
$60.7 Million
3.68% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
971,997
shares
|
$60.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
927,961
shares
|
$57.6 Million
0.08% of portfolio
|
Q1 2025
Added 36.71%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
888,703
shares
|
$55.2 Million
7.62% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
854,067
shares
|
$53 Million
7.08% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
848,148
shares
|
$52.7 Million
3.34% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
838,089
shares
|
$52 Million
0.01% of portfolio
|
Q1 2025
Added 24.57%
|