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 825 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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
43,247
shares
|
$2.84 Million
0.29% of portfolio
|
Q1 2025
Added 47.84%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
43,193
shares
|
$2.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 25.32%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
43,144
shares
|
$2.84 Million
1.02% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
43,088
shares
|
$2.83 Million
1.25% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
43,080
shares
|
$2.83 Million
0.83% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
42,641
shares
|
$2.8 Million
0.26% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
42,355
shares
|
$2.79 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
42,167
shares
|
$2.77 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
42,162
shares
|
$2.77 Million
0.03% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
42,113
shares
|
$2.77 Million
0.57% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
41,884
shares
|
$2.75 Million
2.26% of portfolio
|
Q1 2025
Added 20.49%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
41,731
shares
|
$2.74 Million
0.6% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
41,720
shares
|
$2.74 Million
0.83% of portfolio
|
Q2 2025
Reduced 16.18%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
41,701
shares
|
$2.74 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
41,338
shares
|
$2.72 Million
1.07% of portfolio
|
Q2 2025
Added 25.88%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
41,072
shares
|
$2.7 Million
0.7% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
39,834
shares
|
$2.62 Million
2.22% of portfolio
|
Q1 2025
Reduced 21.17%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
39,316
shares
|
$2.59 Million
2.23% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
39,271
shares
|
$2.58 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
39,094
shares
|
$2.57 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
38,982
shares
|
$2.56 Million
1.75% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
37,953
shares
|
$2.5 Million
2.12% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Divergent Planning, LLC
|
Jul 09, 2025 Q2 2025 |
36,989
shares
|
$2.43 Million
0.94% of portfolio
|
Q2 2025
Reduced 92.16%
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
36,988
shares
|
$2.43 Million
0.94% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
36,622
shares
|
$2.41 Million
0.06% of portfolio
|
Q1 2024
Added 0.52%
|