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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
19,006
shares
|
$1.25 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
18,964
shares
|
$1.25 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
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Added 12.51%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
18,727
shares
|
$1.23 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
18,647
shares
|
$1.23 Million
0.11% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
18,443
shares
|
$1.21 Million
0.23% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
18,141
shares
|
$1.19 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
|
$1.18 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
17,789
shares
|
$1.17 Million
0.42% of portfolio
|
Q2 2025
Added 57.61%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
17,732
shares
|
$1.17 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
17,702
shares
|
$1.16 Million
0.41% of portfolio
|
Q2 2024
Added 17.78%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
17,625
shares
|
$1.16 Million
0.13% of portfolio
|
Q1 2024
Added 42.09%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
17,571
shares
|
$1.16 Million
0.23% of portfolio
|
Q4 2024
Added 131.75%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
17,447
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
17,367
shares
|
$1.14 Million
0.14% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
17,275
shares
|
$1.14 Million
0.72% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
16,918
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2023
Reduced 41.15%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
16,734
shares
|
$1.1 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
16,484
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
16,456
shares
|
$1.08 Million
1.25% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
16,350
shares
|
$1.08 Million
0.16% of portfolio
|
Q2 2025
Reduced 29.28%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
16,266
shares
|
$1.07 Million
0.42% of portfolio
|
Q1 2025
Added 23.51%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
16,235
shares
|
$1.07 Million
0.71% of portfolio
|
Q4 2022
Added 6.87%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
16,128
shares
|
$1.06 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
16,038
shares
|
$1.05 Million
0.95% of portfolio
|
Q4 2024
New holding
|