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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
10,516
shares
|
$691,532
0.12% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
10,428
shares
|
$685,745
0.25% of portfolio
|
Q1 2025
Added 24.69%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Apr 30, 2025 Q1 2025 |
10,426
shares
|
$685,613
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,309
shares
|
$677,919
0.03% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
10,230
shares
|
$672,724
0.01% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
10,122
shares
|
$665,622
0.2% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
10,087
shares
|
$663,321
0.11% of portfolio
|
Q1 2025
Added 36.83%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
10,045
shares
|
$660,559
0.04% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
9,805
shares
|
$644,776
0.19% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,790
shares
|
$643,790
0.01% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,744
shares
|
$640,765
0.21% of portfolio
|
Q1 2023
Added 9.54%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
9,706
shares
|
$638,266
0.09% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
9,592
shares
|
$630,769
0.09% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
9,474
shares
|
$623,010
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
|
$618,998
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
9,278
shares
|
$610,121
0.09% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
9,269
shares
|
$609,529
0.02% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
9,259
shares
|
$608,871
0.13% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
9,234
shares
|
$607,227
0.02% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,214
shares
|
$605,912
0.0% of portfolio
|
Q1 2025
Reduced 20.29%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
9,195
shares
|
$604,663
0.14% of portfolio
|
Q1 2025
Added 122.16%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
9,189
shares
|
$604,268
0.07% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
9,158
shares
|
$602,230
0.4% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
9,083
shares
|
$597,298
0.21% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
8,993
shares
|
$591,379
0.28% of portfolio
|
Q2 2023
Added 0.97%
|