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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,137
shares
|
$194,744
0.0% of portfolio
|
Q1 2025
Reduced 40.69%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
3,088
shares
|
$191,703
0.0% of portfolio
|
Q4 2024
Reduced 86.74%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,074
shares
|
$190,833
0.01% of portfolio
|
Q1 2025
Added 40.82%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
3,071
shares
|
$190,647
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
3,010
shares
|
$186,860
0.0% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,911
shares
|
$180,714
0.0% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,854
shares
|
$177,176
0.01% of portfolio
|
Q1 2025
Reduced 39.28%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
2,852
shares
|
$177,052
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
2,827
shares
|
$175,500
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
2,689
shares
|
$166,933
0.08% of portfolio
|
Q3 2023
Reduced 1.68%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,610
shares
|
$162,028
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,594
shares
|
$161,035
0.0% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
2,562
shares
|
$159,048
0.05% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
2,456
shares
|
$152,468
0.09% of portfolio
|
Q1 2025
Reduced 29.75%
|
|
|
Sawyer & Company, Inc
|
Apr 22, 2025 Q1 2025 |
2,445
shares
|
$151,785
0.06% of portfolio
|
Q1 2025
Reduced 27.45%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
2,433
shares
|
$151,040
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
2,405
shares
|
$149,302
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
2,307
shares
|
$143,218
0.05% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,187
shares
|
$135,768
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
2,151
shares
|
$133,534
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,127
shares
|
$132,044
0.0% of portfolio
|
Q1 2025
Reduced 28.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,109
shares
|
$130,926
0.0% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
2,100
shares
|
$130,368
0.0% of portfolio
|
Q1 2025
Reduced 52.27%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
2,050
shares
|
$127,264
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
2,042
shares
|
$126,767
0.01% of portfolio
|
Q1 2025
Added 4.99%
|