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 824 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 $8.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
837,655
shares
|
$55.1 Million
0.03% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
789,762
shares
|
$51.9 Million
0.77% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
788,381
shares
|
$51.8 Million
3.21% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
730,447
shares
|
$48 Million
7.08% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
722,661
shares
|
$47.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
703,655
shares
|
$46.3 Million
10.09% of portfolio
|
Q1 2024
Reduced 6.42%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
703,488
shares
|
$46.3 Million
9.98% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
700,837
shares
|
$46.1 Million
1.01% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
684,706
shares
|
$45 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
674,667
shares
|
$44.4 Million
0.07% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
656,567
shares
|
$43.2 Million
5.48% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
638,485
shares
|
$42 Million
0.01% of portfolio
|
Q1 2025
Added 19.01%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
620,025
shares
|
$40.8 Million
2.39% of portfolio
|
Q2 2025
Reduced 96.86%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
606,403
shares
|
$39.9 Million
1.28% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
574,781
shares
|
$37.8 Million
18.73% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
570,462
shares
|
$37.5 Million
3.1% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
567,923
shares
|
$37.3 Million
2.23% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
565,552
shares
|
$37.2 Million
0.47% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
534,148
shares
|
$35.1 Million
9.14% of portfolio
|
Q2 2023
Added 4.57%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
515,910
shares
|
$33.9 Million
0.14% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
493,192
shares
|
$32.4 Million
0.95% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
487,757
shares
|
$32.1 Million
0.18% of portfolio
|
Q2 2025
Added 18.77%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
479,459
shares
|
$31.5 Million
6.4% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
475,846
shares
|
$31.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
475,668
shares
|
$31.3 Million
0.06% of portfolio
|
Q1 2025
Added 5.88%
|