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 821 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 $7.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
5,072
shares
|
$314,869
0.01% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
5,069
shares
|
$314,683
0.18% of portfolio
|
Q2 2021
New holding
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
5,032
shares
|
$312,386
0.07% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
5,029
shares
|
$312,200
0.1% of portfolio
|
Q4 2024
Added 21.09%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
5,024
shares
|
$311,889
0.24% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
5,012
shares
|
$311,144
0.08% of portfolio
|
Q1 2025
Reduced 11.04%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
4,992
shares
|
$309,903
0.01% of portfolio
|
Q1 2024
Added 31.65%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
4,978
shares
|
$309,034
0.14% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
4,962
shares
|
$308,040
0.27% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
4,818
shares
|
$299,101
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
4,814
shares
|
$298,853
0.17% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,800
shares
|
$297,984
0.01% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
4,786
shares
|
$297,114
0.0% of portfolio
|
Q1 2025
Added 21.32%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,779
shares
|
$296,680
0.02% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
4,771
shares
|
$296,183
0.01% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
4,765
shares
|
$295,811
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
4,704
shares
|
$292,024
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
4,671
shares
|
$289,975
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
4,650
shares
|
$288,672
0.03% of portfolio
|
Q1 2024
Added 12.26%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
4,631
shares
|
$287,492
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
4,582
shares
|
$284,450
0.02% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
4,543
shares
|
$282,029
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
4,520
shares
|
$280,601
0.01% of portfolio
|
Q1 2025
Reduced 52.7%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
4,488
shares
|
$278,615
0.11% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
4,481
shares
|
$278,180
0.0% of portfolio
|
Q1 2025
Reduced 9.62%
|