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 |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
48,454
shares
|
$3.01 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
47,658
shares
|
$2.96 Million
1.15% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
47,606
shares
|
$2.96 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
47,075
shares
|
$2.92 Million
2.37% of portfolio
|
Q1 2025
Reduced 39.83%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
46,494
shares
|
$2.89 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
45,862
shares
|
$2.85 Million
1.39% of portfolio
|
Q1 2025
Reduced 12.91%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
45,669
shares
|
$2.84 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
45,578
shares
|
$2.83 Million
1.44% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
45,296
shares
|
$2.81 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
|
$2.79 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
44,712
shares
|
$2.78 Million
0.66% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
44,646
shares
|
$2.77 Million
0.69% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
44,421
shares
|
$2.76 Million
0.26% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
44,288
shares
|
$2.75 Million
1.33% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
44,005
shares
|
$2.73 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
|
$2.72 Million
0.42% of portfolio
|
Q1 2025
Added 18.93%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
43,817
shares
|
$2.72 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
|
$2.72 Million
0.9% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
43,734
shares
|
$2.72 Million
0.03% of portfolio
|
Q1 2025
Added 50.28%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
43,322
shares
|
$2.69 Million
1.29% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
43,247
shares
|
$2.68 Million
0.29% of portfolio
|
Q1 2025
Added 47.84%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
43,206
shares
|
$2.68 Million
1.31% of portfolio
|
Q1 2025
Reduced 39.48%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
43,193
shares
|
$2.68 Million
0.02% of portfolio
|
Q1 2025
Reduced 25.32%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
43,080
shares
|
$2.67 Million
0.83% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
42,804
shares
|
$2.66 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.01%
|