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 |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
36,319
shares
|
$2.39 Million
0.01% of portfolio
|
Q2 2023
Added 35.14%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
36,139
shares
|
$2.38 Million
0.1% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
35,967
shares
|
$2.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
35,856
shares
|
$2.36 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
|
$2.36 Million
0.07% of portfolio
|
Q1 2025
Added 109.29%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
35,728
shares
|
$2.35 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
35,688
shares
|
$2.35 Million
0.0% of portfolio
|
Q1 2025
Added 30.3%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
35,443
shares
|
$2.33 Million
1.89% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
35,438
shares
|
$2.33 Million
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
35,249
shares
|
$2.32 Million
0.03% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
35,130
shares
|
$2.31 Million
0.3% of portfolio
|
Q1 2025
Reduced 17.57%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
34,990
shares
|
$2.3 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
34,875
shares
|
$2.29 Million
0.15% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
34,845
shares
|
$2.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
34,757
shares
|
$2.29 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
33,907
shares
|
$2.23 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
33,867
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2023
Reduced 32.09%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
33,744
shares
|
$2.22 Million
0.02% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
33,720
shares
|
$2.22 Million
0.12% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
33,582
shares
|
$2.21 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
32,044
shares
|
$2.11 Million
1.01% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
31,839
shares
|
$2.09 Million
0.16% of portfolio
|
Q2 2025
Added 24.65%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
31,666
shares
|
$2.08 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
31,606
shares
|
$2.08 Million
0.31% of portfolio
|
Q1 2025
Added 31.59%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
31,550
shares
|
$2.07 Million
0.3% of portfolio
|
Q2 2025
New holding
|