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 841 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $9.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
6,803
shares
|
$468,114
0.04% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
6,779
shares
|
$466,462
0.45% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
6,770
shares
|
$465,843
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
6,737
shares
|
$463,572
0.13% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
6,735
shares
|
$463,435
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
6,674
shares
|
$459,237
0.08% of portfolio
|
Q2 2025
Added 24.91%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
6,643
shares
|
$457,104
0.0% of portfolio
|
Q2 2025
Reduced 25.38%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
6,643
shares
|
$457,104
0.27% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6,605
shares
|
$454,490
0.03% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
6,580
shares
|
$452,769
0.08% of portfolio
|
Q2 2025
Reduced 19.06%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
6,573
shares
|
$452,288
0.14% of portfolio
|
Q1 2024
Reduced 16.87%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
6,572
shares
|
$452,219
0.0% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
6,538
shares
|
$449,879
0.01% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
6,508
shares
|
$447,815
0.41% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,502
shares
|
$447,402
0.02% of portfolio
|
Q2 2025
Reduced 46.09%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
6,500
shares
|
$447,265
0.3% of portfolio
|
Q2 2022
Added 4.84%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
6,457
shares
|
$444,306
0.01% of portfolio
|
Q1 2025
Reduced 41.37%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
6,393
shares
|
$439,902
0.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
6,343
shares
|
$436,461
0.14% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
6,221
shares
|
$428,067
0.05% of portfolio
|
Q2 2025
Reduced 50.51%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
6,206
shares
|
$427,034
0.19% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
6,158
shares
|
$423,731
0.12% of portfolio
|
Q3 2022
Reduced 4.65%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
6,076
shares
|
$418,089
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
6,065
shares
|
$417,332
0.11% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,045
shares
|
$415,956
0.03% of portfolio
|
Q4 2023
Reduced 16.7%
|