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 |
|---|---|---|---|---|---|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
20,221
shares
|
$1.26 Million
0.51% of portfolio
|
Q1 2025
Added 61.5%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,203
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
19,763
shares
|
$1.23 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
19,680
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
19,633
shares
|
$1.22 Million
0.56% of portfolio
|
Q1 2025
Added 23.91%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
19,585
shares
|
$1.22 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
19,467
shares
|
$1.21 Million
1.61% of portfolio
|
Q1 2025
Reduced 97.34%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
19,439
shares
|
$1.21 Million
0.4% of portfolio
|
Q1 2025
Added 48.46%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
19,406
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2025
Added 298.73%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
19,387
shares
|
$1.2 Million
0.73% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
19,343
shares
|
$1.2 Million
0.4% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
19,285
shares
|
$1.2 Million
0.69% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
19,155
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
19,129
shares
|
$1.19 Million
0.38% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
19,085
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2023
Reduced 0.37%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
18,964
shares
|
$1.18 Million
0.74% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
18,825
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 12.51%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
18,727
shares
|
$1.16 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
18,647
shares
|
$1.16 Million
0.56% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
18,631
shares
|
$1.16 Million
0.02% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
18,402
shares
|
$1.14 Million
0.23% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
18,141
shares
|
$1.13 Million
0.51% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
17,904
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
17,869
shares
|
$1.11 Million
0.89% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
17,732
shares
|
$1.1 Million
0.11% of portfolio
|
Q1 2025
New holding
|