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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
9,189
shares
|
$570,453
0.07% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
9,158
shares
|
$568,528
0.4% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
8,993
shares
|
$558,285
0.28% of portfolio
|
Q2 2023
Added 0.97%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
8,982
shares
|
$557,602
0.0% of portfolio
|
Q1 2025
Added 79.64%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
8,965
shares
|
$556,547
0.18% of portfolio
|
Q1 2025
Added 71.51%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
8,952
shares
|
$555,740
0.01% of portfolio
|
Q3 2024
Added 27.58%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
8,943
shares
|
$555,181
0.0% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
8,903
shares
|
$552,698
0.01% of portfolio
|
Q1 2025
Added 59.21%
|
|
|
Peavine Capital, LLC
|
Apr 23, 2025 Q1 2025 |
8,891
shares
|
$551,953
0.14% of portfolio
|
Q4 2023
Reduced 31.1%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
8,799
shares
|
$546,241
0.16% of portfolio
|
Q2 2021
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
8,764
shares
|
$544,069
0.18% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8,762
shares
|
$543,944
0.14% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
8,761
shares
|
$543,882
0.19% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
8,712
shares
|
$540,840
0.02% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
8,497
shares
|
$527,493
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
8,462
shares
|
$525,320
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
8,438
shares
|
$523,831
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
8,195
shares
|
$508,745
0.08% of portfolio
|
Q1 2025
Added 123.3%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
8,157
shares
|
$506,386
0.08% of portfolio
|
Q1 2025
Added 262.37%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
8,139
shares
|
$505,269
0.51% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
8,129
shares
|
$504,648
0.11% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
8,067
shares
|
$500,799
0.05% of portfolio
|
Q3 2023
Added 14.46%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
8,059
shares
|
$500,302
0.15% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
8,052
shares
|
$499,868
0.13% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
8,051
shares
|
$499,806
0.06% of portfolio
|
Q3 2022
Reduced 28.83%
|