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 841 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $9.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
879,931
shares
|
$60.5 Million
7.29% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
817,789
shares
|
$56.3 Million
0.01% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
788,381
shares
|
$54.2 Million
3.21% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
788,022
shares
|
$54.2 Million
4.29% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
783,227
shares
|
$53.9 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
730,447
shares
|
$50.3 Million
7.08% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
716,514
shares
|
$49.3 Million
0.02% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
707,217
shares
|
$48.7 Million
10.02% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
703,655
shares
|
$48.4 Million
10.09% of portfolio
|
Q1 2024
Reduced 6.42%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
668,910
shares
|
$46 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
656,567
shares
|
$45.2 Million
5.48% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
625,284
shares
|
$43 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
621,980
shares
|
$42.8 Million
1.25% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
620,025
shares
|
$42.7 Million
2.39% of portfolio
|
Q2 2025
Reduced 96.86%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
590,445
shares
|
$40.6 Million
0.96% of portfolio
|
Q2 2025
Added 19.72%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
579,714
shares
|
$39.9 Million
3.11% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
576,109
shares
|
$39.6 Million
0.03% of portfolio
|
Q2 2025
Added 28.36%
|
|
|
Dixon Fnancial Services, Inc.
|
Jul 28, 2025 Q2 2025 |
573,738
shares
|
$39.5 Million
18.65% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
567,923
shares
|
$39.1 Million
2.23% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
559,179
shares
|
$38.5 Million
3.44% of portfolio
|
Q2 2025
Added 115.71%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
549,865
shares
|
$37.8 Million
0.06% of portfolio
|
Q2 2025
Added 15.6%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
547,045
shares
|
$37.6 Million
0.44% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
534,148
shares
|
$36.8 Million
9.14% of portfolio
|
Q2 2023
Added 4.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
507,172
shares
|
$34.9 Million
0.05% of portfolio
|
Q2 2025
Added 15.81%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
487,757
shares
|
$33.6 Million
0.18% of portfolio
|
Q2 2025
Added 18.77%
|