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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,475
shares
|
$277,808
0.02% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
4,453
shares
|
$276,442
0.03% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
4,423
shares
|
$274,579
0.2% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
4,400
shares
|
$273,152
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
4,303
shares
|
$267,130
0.04% of portfolio
|
Q1 2025
Reduced 17.52%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
4,287
shares
|
$266,136
0.02% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
4,279
shares
|
$265,640
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
4,270
shares
|
$265,081
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
4,269
shares
|
$265,019
0.04% of portfolio
|
Q1 2025
Reduced 93.62%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,212
shares
|
$261,480
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
4,151
shares
|
$257,694
0.04% of portfolio
|
Q1 2025
Reduced 21.17%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
4,099
shares
|
$254,465
0.02% of portfolio
|
Q2 2024
Added 11.63%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
4,034
shares
|
$250,430
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
4,026
shares
|
$249,934
0.09% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,988
shares
|
$247,575
0.0% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,977
shares
|
$246,892
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,891
shares
|
$241,553
0.0% of portfolio
|
Q1 2022
Added 0.13%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
3,877
shares
|
$240,684
0.01% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,864
shares
|
$239,877
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
3,851
shares
|
$239,070
0.15% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
3,838
shares
|
$238,263
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
3,819
shares
|
$237,083
0.0% of portfolio
|
Q4 2024
Added 89.34%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
3,711
shares
|
$230,378
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
3,708
shares
|
$230,192
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
3,696
shares
|
$229,447
0.14% of portfolio
|
Q1 2025
Added 12.79%
|