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 820 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 $7.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
458,691
shares
|
$28.5 Million
5.18% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
448,817
shares
|
$27.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 42.2%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
446,411
shares
|
$27.7 Million
2.75% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
437,940
shares
|
$27.2 Million
0.04% of portfolio
|
Q1 2025
Added 18.05%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
417,338
shares
|
$25.9 Million
9.04% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
416,271
shares
|
$25.8 Million
0.38% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
410,669
shares
|
$25.5 Million
0.15% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
402,886
shares
|
$25 Million
0.94% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
399,852
shares
|
$24.8 Million
3.11% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
390,772
shares
|
$24.3 Million
2.16% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
390,478
shares
|
$24.2 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
389,417
shares
|
$24.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
376,029
shares
|
$23.3 Million
0.03% of portfolio
|
Q3 2024
Added 18.37%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
374,665
shares
|
$23.3 Million
1.81% of portfolio
|
Q1 2025
Added 18.1%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
369,982
shares
|
$23 Million
0.12% of portfolio
|
Q2 2023
Reduced 79.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
368,344
shares
|
$22.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 63.83%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
363,055
shares
|
$22.5 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
360,700
shares
|
$22.4 Million
6.27% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Financial Consulate, Inc
|
Apr 25, 2025 Q1 2025 |
354,649
shares
|
$22 Million
5.6% of portfolio
|
Q1 2025
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
351,250
shares
|
$21.8 Million
4.02% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
349,388
shares
|
$21.7 Million
12.09% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
347,698
shares
|
$21.6 Million
6.06% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
341,296
shares
|
$21.2 Million
0.17% of portfolio
|
Q1 2025
Added 63.04%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
317,759
shares
|
$19.7 Million
0.47% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
316,031
shares
|
$19.6 Million
4.32% of portfolio
|
Q1 2025
Added 6.1%
|