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 |
|---|---|---|---|---|---|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
12,642
shares
|
$831,337
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
12,570
shares
|
$826,603
0.11% of portfolio
|
Q1 2025
Added 102.06%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
12,533
shares
|
$824,170
0.5% of portfolio
|
Q1 2025
Added 31.11%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
12,528
shares
|
$823,841
0.01% of portfolio
|
Q1 2025
Added 58.16%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
12,077
shares
|
$794,183
0.14% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
12,061
shares
|
$793,131
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
12,031
shares
|
$791,158
0.02% of portfolio
|
Q1 2025
Added 80.19%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
11,890
shares
|
$781,886
0.43% of portfolio
|
Q1 2025
Added 111.91%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
11,799
shares
|
$775,902
0.02% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
11,488
shares
|
$755,450
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
11,412
shares
|
$750,453
0.13% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
11,337
shares
|
$745,521
0.37% of portfolio
|
Q1 2025
Reduced 20.36%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
11,317
shares
|
$744,205
0.24% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
11,288
shares
|
$742,298
0.5% of portfolio
|
Q4 2023
Reduced 4.73%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,179
shares
|
$735,131
0.16% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
11,156
shares
|
$733,618
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
11,095
shares
|
$729,607
0.33% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
11,093
shares
|
$729,475
0.26% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
11,012
shares
|
$724,149
0.5% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
10,955
shares
|
$720,400
0.0% of portfolio
|
Q1 2025
Added 83.69%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
10,824
shares
|
$711,786
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
10,733
shares
|
$705,802
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
10,686
shares
|
$702,711
0.02% of portfolio
|
Q1 2025
Added 2107.85%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
10,683
shares
|
$702,514
0.03% of portfolio
|
Q2 2025
Reduced 28.32%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
10,582
shares
|
$695,872
0.08% of portfolio
|
Q4 2024
Reduced 0.08%
|