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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
21,589
shares
|
$1.42 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21,388
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
21,354
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
20,892
shares
|
$1.37 Million
0.45% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
20,702
shares
|
$1.36 Million
0.06% of portfolio
|
Q2 2025
Added 104.46%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
20,700
shares
|
$1.36 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
20,647
shares
|
$1.36 Million
0.06% of portfolio
|
Q1 2025
Reduced 23.96%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
20,581
shares
|
$1.35 Million
0.62% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
20,221
shares
|
$1.33 Million
0.51% of portfolio
|
Q1 2025
Added 61.5%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,203
shares
|
$1.33 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
|
$1.3 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
19,732
shares
|
$1.3 Million
0.47% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
19,680
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
19,585
shares
|
$1.29 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
19,406
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2025
Added 298.73%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
19,399
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
19,285
shares
|
$1.27 Million
0.69% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
19,273
shares
|
$1.27 Million
0.04% of portfolio
|
Q2 2025
Reduced 78.56%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
19,155
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
19,106
shares
|
$1.26 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
19,085
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2023
Reduced 0.37%
|