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 |
|---|---|---|---|---|---|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
3,679
shares
|
$228,392
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
3,643
shares
|
$226,157
0.15% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
3,643
shares
|
$226,157
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
3,641
shares
|
$226,033
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
3,581
shares
|
$222,308
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
3,556
shares
|
$220,756
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
3,552
shares
|
$220,508
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
3,549
shares
|
$220,321
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
3,539
shares
|
$219,701
0.14% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
3,529
shares
|
$219,080
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
3,524
shares
|
$218,769
0.05% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
3,519
shares
|
$218,459
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
3,514
shares
|
$218,149
0.0% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,484
shares
|
$216,286
0.02% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
3,469
shares
|
$215,355
0.0% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
3,462
shares
|
$214,920
0.03% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
3,448
shares
|
$214,051
0.06% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
3,444
shares
|
$213,803
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
3,440
shares
|
$213,555
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
3,436
shares
|
$213,306
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
3,436
shares
|
$213,306
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
3,431
shares
|
$212,996
0.01% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
3,402
shares
|
$211,196
0.08% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
3,370
shares
|
$209,209
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
3,195
shares
|
$198,345
0.2% of portfolio
|
Q1 2025
Reduced 1.45%
|