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 |
|---|---|---|---|---|---|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
75,933
shares
|
$4.71 Million
2.29% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
75,259
shares
|
$4.67 Million
3.56% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
74,588
shares
|
$4.63 Million
0.83% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
73,012
shares
|
$4.53 Million
0.38% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
Esg Planning
Santa Clara, CA |
May 02, 2025 Q1 2025 |
72,902
shares
|
$4.53 Million
2.93% of portfolio
|
Q1 2025
Added 36.39%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
72,555
shares
|
$4.5 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Sageworth Trust CO Of South Dakota
|
Apr 28, 2025 Q1 2025 |
70,304
shares
|
$4.36 Million
5.4% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
67,690
shares
|
$4.2 Million
2.11% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
67,207
shares
|
$4.17 Million
2.82% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
66,409
shares
|
$4.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 54.12%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
65,834
shares
|
$4.09 Million
0.96% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
65,453
shares
|
$4.06 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
64,786
shares
|
$4.02 Million
0.02% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
64,154
shares
|
$3.98 Million
4.34% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
63,192
shares
|
$3.92 Million
3.6% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
62,576
shares
|
$3.88 Million
0.66% of portfolio
|
Q1 2025
Reduced 18.65%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Apr 03, 2025 Q1 2025 |
62,268
shares
|
$3.87 Million
2.04% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Apr 29, 2025 Q1 2025 |
62,205
shares
|
$3.86 Million
1.87% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
62,053
shares
|
$3.85 Million
1.63% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
61,750
shares
|
$3.83 Million
1.8% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
61,685
shares
|
$3.83 Million
1.28% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
61,557
shares
|
$3.82 Million
1.65% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
61,293
shares
|
$3.81 Million
19.3% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
60,750
shares
|
$3.77 Million
0.96% of portfolio
|
Q4 2022
Reduced 1.14%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
60,680
shares
|
$3.77 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.56%
|