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 |
|---|---|---|---|---|---|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
479,459
shares
|
$33 Million
6.4% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
475,846
shares
|
$32.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
459,207
shares
|
$31.6 Million
2.79% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
451,597
shares
|
$31.1 Million
5.06% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
427,955
shares
|
$29.4 Million
0.11% of portfolio
|
Q2 2025
Reduced 17.05%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
417,338
shares
|
$28.7 Million
9.04% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
408,772
shares
|
$28.1 Million
12.93% of portfolio
|
Q2 2025
Added 17.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
407,632
shares
|
$28 Million
0.05% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
404,277
shares
|
$27.8 Million
1.95% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 25, 2025 Q2 2025 |
400,455
shares
|
$27.6 Million
10.59% of portfolio
|
Q2 2025
Added 176.36%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
398,094
shares
|
$27.4 Million
0.1% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
397,666
shares
|
$27.4 Million
5.21% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
394,009
shares
|
$27.1 Million
2.22% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
388,887
shares
|
$26.8 Million
2.92% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
383,457
shares
|
$26.4 Million
0.87% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
377,509
shares
|
$26 Million
0.33% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
376,029
shares
|
$25.9 Million
0.03% of portfolio
|
Q3 2024
Added 18.37%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
373,022
shares
|
$25.7 Million
6.24% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
369,982
shares
|
$25.5 Million
0.12% of portfolio
|
Q2 2023
Reduced 79.57%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
364,218
shares
|
$25.1 Million
0.88% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
350,640
shares
|
$24.1 Million
4.05% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
346,275
shares
|
$23.8 Million
0.15% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
343,428
shares
|
$23.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Divergent Planning, LLC
|
Jul 30, 2025 Q2 2025 |
341,545
shares
|
$23.5 Million
6.58% of portfolio
|
Q2 2025
Added 823.37%
|
|
|
Disciplined Equity Management, Inc.
|
Jul 28, 2025 Q2 2025 |
337,442
shares
|
$23.2 Million
12.71% of portfolio
|
Q2 2025
Added 19.62%
|