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 |
|---|---|---|---|---|---|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
48,699
shares
|
$3.2 Million
0.68% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
48,454
shares
|
$3.19 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
47,883
shares
|
$3.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
47,658
shares
|
$3.13 Million
1.15% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
47,606
shares
|
$3.13 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
47,075
shares
|
$3.1 Million
2.37% of portfolio
|
Q1 2025
Reduced 39.83%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
46,608
shares
|
$3.06 Million
0.74% of portfolio
|
Q2 2025
Added 62.66%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
46,494
shares
|
$3.06 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
46,263
shares
|
$3.04 Million
1.29% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
45,862
shares
|
$3.02 Million
1.39% of portfolio
|
Q1 2025
Reduced 12.91%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
45,308
shares
|
$2.98 Million
0.03% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
45,296
shares
|
$2.98 Million
2.16% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
44,934
shares
|
$2.95 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
44,712
shares
|
$2.94 Million
0.66% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
44,696
shares
|
$2.94 Million
0.43% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
44,646
shares
|
$2.94 Million
0.69% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
44,527
shares
|
$2.93 Million
0.8% of portfolio
|
Q2 2025
Added 129.06%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
44,421
shares
|
$2.92 Million
0.26% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
44,225
shares
|
$2.91 Million
0.43% of portfolio
|
Q2 2025
Added 210.26%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
44,057
shares
|
$2.9 Million
1.31% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
44,005
shares
|
$2.89 Million
0.64% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
43,886
shares
|
$2.89 Million
0.42% of portfolio
|
Q1 2025
Added 18.93%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
43,817
shares
|
$2.88 Million
1.34% of portfolio
|
Q1 2025
Added 104.62%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
43,758
shares
|
$2.88 Million
0.9% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
43,691
shares
|
$2.87 Million
1.32% of portfolio
|
Q2 2025
Added 1.12%
|