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 |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
31,061
shares
|
$2.04 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
|
$2.03 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
30,072
shares
|
$1.98 Million
0.93% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
30,008
shares
|
$1.97 Million
1.84% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
29,511
shares
|
$1.94 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
|
$1.94 Million
0.15% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
29,392
shares
|
$1.93 Million
1.25% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
29,389
shares
|
$1.93 Million
0.02% of portfolio
|
Q1 2025
Added 562.96%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
29,209
shares
|
$1.92 Million
0.76% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
28,756
shares
|
$1.89 Million
0.16% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
28,449
shares
|
$1.87 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
28,247
shares
|
$1.86 Million
1.5% of portfolio
|
Q2 2025
Added 32.57%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
28,169
shares
|
$1.85 Million
1.28% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
28,068
shares
|
$1.85 Million
0.03% of portfolio
|
Q1 2025
Added 19.7%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
28,027
shares
|
$1.84 Million
0.51% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
28,004
shares
|
$1.84 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
27,602
shares
|
$1.82 Million
0.69% of portfolio
|
Q2 2025
Added 27.89%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
26,337
shares
|
$1.73 Million
0.79% of portfolio
|
Q1 2025
Added 62.04%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
26,218
shares
|
$1.72 Million
0.24% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
26,198
shares
|
$1.72 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
26,187
shares
|
$1.72 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.3%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
25,984
shares
|
$1.71 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
25,923
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
25,538
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
25,473
shares
|
$1.68 Million
0.37% of portfolio
|
Q1 2025
Added 2.07%
|