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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
42,355
shares
|
$2.63 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
42,167
shares
|
$2.62 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
42,162
shares
|
$2.62 Million
0.03% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
42,113
shares
|
$2.61 Million
0.57% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
41,884
shares
|
$2.6 Million
2.26% of portfolio
|
Q1 2025
Added 20.49%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
41,731
shares
|
$2.59 Million
0.6% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
41,701
shares
|
$2.59 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
41,072
shares
|
$2.55 Million
0.7% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
40,237
shares
|
$2.5 Million
0.4% of portfolio
|
Q1 2025
Added 226.31%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
39,884
shares
|
$2.48 Million
0.26% of portfolio
|
Q1 2025
Added 74.65%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
39,834
shares
|
$2.47 Million
2.22% of portfolio
|
Q1 2025
Reduced 21.17%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
39,316
shares
|
$2.44 Million
2.23% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
39,271
shares
|
$2.44 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
|
$2.43 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
38,982
shares
|
$2.42 Million
1.75% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
38,204
shares
|
$2.37 Million
0.62% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Apr 16, 2025 Q1 2025 |
37,926
shares
|
$2.35 Million
2.26% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
37,353
shares
|
$2.32 Million
0.06% of portfolio
|
Q1 2025
Added 189.22%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
36,622
shares
|
$2.27 Million
0.06% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
36,319
shares
|
$2.25 Million
0.01% of portfolio
|
Q2 2023
Added 35.14%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
36,139
shares
|
$2.24 Million
0.1% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
35,967
shares
|
$2.23 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Strong Box Wealth, LLC
|
May 13, 2025 Q1 2025 |
35,949
shares
|
$2.23 Million
0.94% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
35,856
shares
|
$2.23 Million
0.02% of portfolio
|
Q1 2025
Added 62.33%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
35,831
shares
|
$2.22 Million
0.07% of portfolio
|
Q1 2025
Added 109.29%
|