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 |
|---|---|---|---|---|---|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
12,172
shares
|
$755,637
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
12,077
shares
|
$749,740
0.14% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
12,061
shares
|
$748,746
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
12,031
shares
|
$746,884
0.02% of portfolio
|
Q1 2025
Added 80.19%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
11,890
shares
|
$738,131
0.43% of portfolio
|
Q1 2025
Added 111.91%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
11,799
shares
|
$732,481
0.02% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
11,773
shares
|
$730,867
0.01% of portfolio
|
Q1 2025
Added 130.26%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
11,488
shares
|
$713,175
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
11,412
shares
|
$708,456
0.13% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
11,337
shares
|
$703,800
0.37% of portfolio
|
Q1 2025
Reduced 20.36%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
11,317
shares
|
$702,559
0.24% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
11,288
shares
|
$700,759
0.5% of portfolio
|
Q4 2023
Reduced 4.73%
|
|
|
Jentner Corp
|
May 15, 2025 Q1 2025 |
11,287
shares
|
$700,696
0.28% of portfolio
|
Q1 2025
Reduced 18.29%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,179
shares
|
$693,992
0.16% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
11,156
shares
|
$692,564
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
11,094
shares
|
$688,715
0.27% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
May 30, 2025 Q1 2025 |
11,094
shares
|
$688,715
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
10,955
shares
|
$680,086
0.0% of portfolio
|
Q1 2025
Added 83.69%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
10,824
shares
|
$671,953
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
10,735
shares
|
$666,428
0.05% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
10,733
shares
|
$666,304
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
10,686
shares
|
$663,386
0.02% of portfolio
|
Q1 2025
Added 2107.85%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
10,649
shares
|
$661,089
0.12% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
10,582
shares
|
$656,930
0.08% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,552
shares
|
$655,068
0.01% of portfolio
|
Q1 2025
Reduced 28.1%
|