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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,724
shares
|
$187,438
0.0% of portfolio
|
Q2 2025
Added 228.99%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
2,689
shares
|
$185,030
0.08% of portfolio
|
Q3 2023
Reduced 1.68%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,610
shares
|
$179,594
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,595
shares
|
$178,561
0.0% of portfolio
|
Q2 2025
Added 42.27%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,594
shares
|
$178,493
0.0% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
2,563
shares
|
$176,360
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,489
shares
|
$171,268
0.0% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
2,445
shares
|
$168,240
0.06% of portfolio
|
Q1 2025
Reduced 27.45%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
2,433
shares
|
$167,414
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2,395
shares
|
$164,799
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
2,310
shares
|
$158,951
0.05% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,196
shares
|
$151,106
0.0% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
2,131
shares
|
$146,634
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,100
shares
|
$144,501
0.0% of portfolio
|
Q1 2025
Reduced 52.27%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,034
shares
|
$139,959
0.0% of portfolio
|
Q2 2025
Reduced 33.83%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
1,977
shares
|
$136,037
0.04% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
1,887
shares
|
$129,844
0.01% of portfolio
|
Q2 2025
Added 11.52%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1,842
shares
|
$126,748
0.02% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
1,796
shares
|
$123,582
0.01% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,775
shares
|
$122,137
0.0% of portfolio
|
Q3 2024
Added 119.14%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
1,756
shares
|
$120,830
0.1% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,740
shares
|
$119,729
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
1,720
shares
|
$118,353
0.06% of portfolio
|
Q2 2025
Reduced 29.97%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
1,706
shares
|
$117,389
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,692
shares
|
$116,426
0.02% of portfolio
|
Q2 2024
Added 92.13%
|