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 |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
35,688
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Added 30.3%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
35,609
shares
|
$2.21 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
35,443
shares
|
$2.2 Million
1.89% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
35,249
shares
|
$2.19 Million
0.03% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
35,130
shares
|
$2.18 Million
0.3% of portfolio
|
Q1 2025
Reduced 17.57%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
34,990
shares
|
$2.17 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
34,875
shares
|
$2.17 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
|
$2.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
34,757
shares
|
$2.16 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
|
$2.1 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
|
$2.1 Million
0.01% of portfolio
|
Q3 2023
Reduced 32.09%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
33,744
shares
|
$2.09 Million
0.02% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
33,720
shares
|
$2.09 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
|
$2.08 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
32,840
shares
|
$2.04 Million
0.89% of portfolio
|
Q1 2025
Added 30.12%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
32,044
shares
|
$1.99 Million
1.01% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
31,941
shares
|
$1.98 Million
1.32% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
31,891
shares
|
$1.98 Million
0.32% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
31,606
shares
|
$1.96 Million
0.31% of portfolio
|
Q1 2025
Added 31.59%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
31,061
shares
|
$1.93 Million
0.4% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
30,825
shares
|
$1.91 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
30,008
shares
|
$1.86 Million
1.84% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
29,511
shares
|
$1.83 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
29,492
shares
|
$1.83 Million
0.15% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
29,392
shares
|
$1.82 Million
1.25% of portfolio
|
Q1 2025
New holding
|