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 |
|---|---|---|---|---|---|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
15,701
shares
|
$1.03 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
15,620
shares
|
$1.03 Million
0.04% of portfolio
|
Q1 2025
Added 300.1%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
15,594
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
15,398
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
15,085
shares
|
$991,989
0.03% of portfolio
|
Q3 2024
Added 24.44%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
15,077
shares
|
$991,463
0.03% of portfolio
|
Q1 2025
Added 172.89%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
14,956
shares
|
$983,506
0.0% of portfolio
|
Q2 2025
Reduced 14.2%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
14,898
shares
|
$979,692
0.09% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
14,435
shares
|
$949,245
0.74% of portfolio
|
Q2 2025
Reduced 19.22%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
14,157
shares
|
$930,964
0.0% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
14,020
shares
|
$921,955
0.09% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
13,874
shares
|
$912,354
0.05% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
13,795
shares
|
$907,159
0.06% of portfolio
|
Q2 2025
Added 28.5%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
13,739
shares
|
$903,476
0.47% of portfolio
|
Q2 2025
Added 12.87%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
13,681
shares
|
$899,662
0.13% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
13,622
shares
|
$895,782
0.02% of portfolio
|
Q3 2022
Added 140.5%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
13,502
shares
|
$887,891
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
13,195
shares
|
$867,703
0.11% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
13,065
shares
|
$859,154
0.27% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
13,046
shares
|
$857,904
0.41% of portfolio
|
Q1 2025
Added 19.02%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
13,002
shares
|
$855,011
0.25% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
12,915
shares
|
$849,290
0.05% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
12,905
shares
|
$848,632
0.11% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
12,764
shares
|
$839,360
0.13% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
12,660
shares
|
$832,521
0.16% of portfolio
|
Q1 2025
Reduced 0.61%
|