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 |
|---|---|---|---|---|---|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
10,428
shares
|
$647,370
0.25% of portfolio
|
Q1 2025
Added 24.69%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Apr 30, 2025 Q1 2025 |
10,426
shares
|
$647,246
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,309
shares
|
$639,982
0.03% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
10,230
shares
|
$635,078
0.01% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
10,125
shares
|
$628,560
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
10,122
shares
|
$628,373
0.2% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,087
shares
|
$626,200
0.11% of portfolio
|
Q1 2025
Added 36.83%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
9,838
shares
|
$610,743
0.03% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
9,805
shares
|
$608,694
0.19% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,790
shares
|
$607,763
0.01% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,744
shares
|
$604,907
0.21% of portfolio
|
Q1 2023
Added 9.54%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
9,706
shares
|
$602,548
0.09% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
9,700
shares
|
$602,176
0.03% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
9,698
shares
|
$602,051
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,636
shares
|
$598,202
0.01% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
May 08, 2025 Q1 2025 |
9,592
shares
|
$595,471
0.09% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
9,474
shares
|
$588,145
0.01% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
9,413
shares
|
$584,359
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
9,331
shares
|
$579,268
0.06% of portfolio
|
Q1 2025
Added 93.67%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
9,278
shares
|
$575,978
0.09% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
9,275
shares
|
$575,792
0.22% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
9,269
shares
|
$575,419
0.02% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
9,242
shares
|
$573,743
0.02% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,214
shares
|
$572,005
0.0% of portfolio
|
Q1 2025
Reduced 20.29%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
9,195
shares
|
$570,825
0.14% of portfolio
|
Q1 2025
Added 122.16%
|