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 826 institutions that hold shares in the stock, with a total of 127 Million shares, which have been reported (via 13F filing form) to have a value of $8.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
61,640
shares
|
$4.05 Million
3.79% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
61,293
shares
|
$4.03 Million
19.3% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
60,750
shares
|
$3.99 Million
0.96% of portfolio
|
Q4 2022
Reduced 1.14%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
59,705
shares
|
$3.93 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
59,225
shares
|
$3.89 Million
0.45% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
57,728
shares
|
$3.8 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
57,214
shares
|
$3.76 Million
3.38% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
56,874
shares
|
$3.74 Million
1.65% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
56,790
shares
|
$3.73 Million
2.29% of portfolio
|
Q1 2023
Added 42.47%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
56,473
shares
|
$3.71 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
55,894
shares
|
$3.68 Million
2.9% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
54,588
shares
|
$3.59 Million
0.95% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
53,601
shares
|
$3.52 Million
0.18% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
53,434
shares
|
$3.51 Million
2.17% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
52,899
shares
|
$3.48 Million
2.0% of portfolio
|
Q1 2025
Added 21.89%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
52,865
shares
|
$3.48 Million
1.56% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
51,373
shares
|
$3.38 Million
1.02% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
51,120
shares
|
$3.36 Million
0.06% of portfolio
|
Q1 2025
Added 30.71%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
50,955
shares
|
$3.35 Million
0.13% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
50,351
shares
|
$3.31 Million
1.08% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
50,131
shares
|
$3.3 Million
0.93% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
49,590
shares
|
$3.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.58%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
48,948
shares
|
$3.22 Million
0.94% of portfolio
|
Q2 2025
Reduced 15.95%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
48,745
shares
|
$3.21 Million
0.02% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
48,709
shares
|
$3.2 Million
0.57% of portfolio
|
Q1 2025
Added 4.48%
|