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 |
|---|---|---|---|---|---|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
8,012
shares
|
$497,384
0.13% of portfolio
|
Q1 2025
Added 55.72%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
8,006
shares
|
$497,012
0.03% of portfolio
|
Q1 2025
Added 12.59%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
7,926
shares
|
$492,046
0.21% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
7,915
shares
|
$491,363
0.02% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
7,880
shares
|
$489,190
0.05% of portfolio
|
Q1 2025
Added 39.57%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
7,812
shares
|
$484,968
0.05% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
7,740
shares
|
$480,499
0.02% of portfolio
|
Q1 2025
Added 16.51%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
7,577
shares
|
$470,380
0.04% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
7,531
shares
|
$467,524
0.24% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
7,459
shares
|
$463,054
0.16% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
7,408
shares
|
$459,888
0.51% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
7,383
shares
|
$458,336
0.03% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
7,367
shares
|
$457,343
0.03% of portfolio
|
Q4 2023
Added 1.14%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7,345
shares
|
$455,977
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
7,337
shares
|
$455,480
0.01% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
7,129
shares
|
$442,568
0.33% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
7,111
shares
|
$441,450
0.04% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
7,103
shares
|
$440,954
0.47% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
7,051
shares
|
$437,726
0.42% of portfolio
|
Q1 2025
Reduced 84.7%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
7,038
shares
|
$436,919
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
7,000
shares
|
$434,560
0.05% of portfolio
|
Q1 2024
Reduced 7.76%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
6,803
shares
|
$422,330
0.04% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
6,779
shares
|
$420,840
0.48% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,778
shares
|
$420,778
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
6,770
shares
|
$420,281
0.03% of portfolio
|
Q4 2023
New holding
|