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 825 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
25,395
shares
|
$1.67 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
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Added 47.06%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
24,776
shares
|
$1.63 Million
0.63% of portfolio
|
Q1 2025
Added 14.36%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
24,393
shares
|
$1.6 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
|
$1.6 Million
0.39% of portfolio
|
Q1 2025
Added 31.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
24,385
shares
|
$1.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 34.72%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
24,274
shares
|
$1.6 Million
0.11% of portfolio
|
Q1 2025
Added 23.32%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
24,235
shares
|
$1.59 Million
0.18% of portfolio
|
Q2 2025
Added 18.98%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
24,155
shares
|
$1.59 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
23,686
shares
|
$1.56 Million
1.52% of portfolio
|
Q2 2025
Added 55.05%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
23,576
shares
|
$1.55 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
23,135
shares
|
$1.52 Million
0.21% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
22,916
shares
|
$1.51 Million
0.84% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
22,834
shares
|
$1.5 Million
0.77% of portfolio
|
Q2 2024
Added 5.32%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
22,794
shares
|
$1.5 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
22,742
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
22,698
shares
|
$1.49 Million
0.64% of portfolio
|
Q2 2025
Added 15.61%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
22,567
shares
|
$1.48 Million
0.44% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
22,331
shares
|
$1.47 Million
0.13% of portfolio
|
Q2 2025
Added 139.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
22,182
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
22,015
shares
|
$1.45 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
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
21,880
shares
|
$1.44 Million
1.1% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
21,805
shares
|
$1.43 Million
0.35% of portfolio
|
Q3 2024
Added 4.25%
|