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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
29,389
shares
|
$1.82 Million
0.02% of portfolio
|
Q1 2025
Added 562.96%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
29,209
shares
|
$1.81 Million
0.76% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
29,133
shares
|
$1.81 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
28,965
shares
|
$1.8 Million
0.12% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
28,756
shares
|
$1.79 Million
0.16% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
28,653
shares
|
$1.78 Million
0.49% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
28,449
shares
|
$1.77 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
28,068
shares
|
$1.74 Million
0.03% of portfolio
|
Q1 2025
Added 19.7%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
28,027
shares
|
$1.74 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
|
$1.74 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
27,971
shares
|
$1.74 Million
0.89% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
27,155
shares
|
$1.69 Million
0.49% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
26,337
shares
|
$1.64 Million
0.79% of portfolio
|
Q1 2025
Added 62.04%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
26,293
shares
|
$1.63 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
26,187
shares
|
$1.63 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
|
$1.61 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
25,923
shares
|
$1.61 Million
0.01% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
25,543
shares
|
$1.59 Million
0.13% of portfolio
|
Q1 2025
Added 16.54%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
25,538
shares
|
$1.59 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
|
$1.58 Million
0.37% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
25,395
shares
|
$1.58 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
25,000
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 47.06%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
24,856
shares
|
$1.54 Million
0.23% of portfolio
|
Q1 2025
Reduced 40.29%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
24,776
shares
|
$1.54 Million
0.63% of portfolio
|
Q1 2025
Added 14.36%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
24,459
shares
|
$1.52 Million
0.76% of portfolio
|
Q1 2025
Reduced 13.82%
|