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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,977
shares
|
$122,732
0.04% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,842
shares
|
$114,351
0.02% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,824
shares
|
$113,233
0.0% of portfolio
|
Q1 2025
Added 42.5%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
1,796
shares
|
$111,495
0.01% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,775
shares
|
$110,192
0.0% of portfolio
|
Q3 2024
Added 119.14%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
1,751
shares
|
$108,702
0.11% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,740
shares
|
$108,019
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
1,706
shares
|
$105,908
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,692
shares
|
$105,039
0.02% of portfolio
|
Q2 2024
Added 92.13%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,692
shares
|
$105,039
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
1,688
shares
|
$104,791
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,664
shares
|
$103,301
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,645
shares
|
$102,121
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
1,645
shares
|
$102,121
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
1,555
shares
|
$96,534
0.09% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,518
shares
|
$94,237
0.01% of portfolio
|
Q1 2024
Reduced 5.13%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
1,499
shares
|
$93,057
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,375
shares
|
$85,360
0.0% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
1,337
shares
|
$83,000
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,242
shares
|
$77,103
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,192
shares
|
$73,999
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,183
shares
|
$73,440
0.01% of portfolio
|
Q2 2024
Added 235.13%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,109
shares
|
$68,846
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
1,100
shares
|
$68,288
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,083
shares
|
$67,232
0.02% of portfolio
|
Q3 2024
New holding
|