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 |
|---|---|---|---|---|---|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
24,393
shares
|
$1.51 Million
0.95% of portfolio
|
Q1 2024
Added 35.26%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
24,387
shares
|
$1.51 Million
0.39% of portfolio
|
Q1 2025
Added 31.15%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
24,348
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
24,274
shares
|
$1.51 Million
0.11% of portfolio
|
Q1 2025
Added 23.32%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
23,599
shares
|
$1.47 Million
0.59% of portfolio
|
Q1 2025
Added 14.48%
|
|
|
Shearwater Capital LLC
|
Apr 08, 2025 Q1 2025 |
23,576
shares
|
$1.46 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
23,120
shares
|
$1.44 Million
0.24% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
22,834
shares
|
$1.42 Million
0.77% of portfolio
|
Q2 2024
Added 5.32%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
22,798
shares
|
$1.42 Million
0.89% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
22,567
shares
|
$1.4 Million
0.44% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
22,182
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
22,015
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
21,996
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
21,951
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.96%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
21,880
shares
|
$1.36 Million
1.1% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
21,805
shares
|
$1.35 Million
0.35% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
21,589
shares
|
$1.34 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
21,582
shares
|
$1.34 Million
0.56% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21,388
shares
|
$1.33 Million
0.04% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
21,354
shares
|
$1.33 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Apr 24, 2025 Q1 2025 |
21,307
shares
|
$1.32 Million
1.14% of portfolio
|
Q1 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
20,892
shares
|
$1.3 Million
0.45% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
20,700
shares
|
$1.29 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
20,647
shares
|
$1.28 Million
0.06% of portfolio
|
Q1 2025
Reduced 23.96%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
20,369
shares
|
$1.26 Million
0.15% of portfolio
|
Q1 2025
Added 0.56%
|