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 820 institutions that hold shares in the stock, with a total of 126 Million shares, which have been reported (via 13F filing form) to have a value of $7.82 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
|
$52 Million
0.03% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
789,762
shares
|
$49 Million
0.77% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
788,381
shares
|
$48.9 Million
3.21% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
722,661
shares
|
$44.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
704,409
shares
|
$43.7 Million
6.82% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
703,655
shares
|
$43.7 Million
10.09% of portfolio
|
Q1 2024
Reduced 6.42%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
703,488
shares
|
$43.7 Million
9.98% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
700,837
shares
|
$43.5 Million
1.01% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
684,706
shares
|
$42.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
674,667
shares
|
$41.9 Million
0.07% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
638,485
shares
|
$39.6 Million
0.01% of portfolio
|
Q1 2025
Added 19.01%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
606,403
shares
|
$37.6 Million
1.28% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
574,781
shares
|
$35.7 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
|
$35.4 Million
3.1% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
565,552
shares
|
$35.1 Million
0.47% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
554,313
shares
|
$34.4 Million
5.04% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
552,742
shares
|
$34.3 Million
2.4% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
534,148
shares
|
$33.2 Million
9.14% of portfolio
|
Q2 2023
Added 4.57%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
521,696
shares
|
$32.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
515,910
shares
|
$32 Million
0.14% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
493,192
shares
|
$30.6 Million
0.95% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
475,668
shares
|
$29.5 Million
0.06% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
475,442
shares
|
$29.5 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Divergent Planning, LLC
|
Apr 09, 2025 Q1 2025 |
471,570
shares
|
$29.3 Million
9.53% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
462,145
shares
|
$28.7 Million
6.24% of portfolio
|
Q1 2025
Reduced 4.29%
|