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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
14,049
shares
|
$966,711
0.01% of portfolio
|
Q2 2025
Added 16.77%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
14,020
shares
|
$964,716
0.09% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
13,894
shares
|
$956,046
0.08% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
13,795
shares
|
$949,233
0.06% of portfolio
|
Q2 2025
Added 28.5%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
13,739
shares
|
$945,380
0.47% of portfolio
|
Q2 2025
Added 12.87%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
13,655
shares
|
$939,600
0.14% of portfolio
|
Q2 2025
Added 26.15%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
13,622
shares
|
$937,329
0.02% of portfolio
|
Q3 2022
Added 140.5%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
13,428
shares
|
$923,980
0.06% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
13,378
shares
|
$920,540
0.01% of portfolio
|
Q2 2025
Added 26.78%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
13,323
shares
|
$916,755
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
13,195
shares
|
$907,947
0.11% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
13,116
shares
|
$902,511
0.0% of portfolio
|
Q2 2025
Reduced 30.33%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
13,065
shares
|
$899,002
0.27% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
12,770
shares
|
$878,703
0.11% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
12,601
shares
|
$867,074
0.15% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
12,521
shares
|
$861,570
0.3% of portfolio
|
Q2 2025
Reduced 38.08%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
12,304
shares
|
$846,638
0.0% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
12,252
shares
|
$843,060
0.13% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
11,540
shares
|
$794,067
0.04% of portfolio
|
Q2 2025
Added 32.46%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Jul 30, 2025 Q2 2025 |
11,488
shares
|
$790,489
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
11,412
shares
|
$785,259
0.13% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
11,386
shares
|
$783,470
0.22% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
11,288
shares
|
$776,727
0.5% of portfolio
|
Q4 2023
Reduced 4.73%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,179
shares
|
$769,226
0.16% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
11,156
shares
|
$767,644
0.02% of portfolio
|
Q1 2025
New holding
|