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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,070
shares
|
$66,425
0.01% of portfolio
|
Q2 2024
Reduced 19.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,033
shares
|
$64,128
0.0% of portfolio
|
Q2 2021
Reduced 30.69%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,024
shares
|
$63,569
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
1,021
shares
|
$63,383
0.03% of portfolio
|
Q1 2025
Added 29.57%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
1,015
shares
|
$63,011
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,000
shares
|
$62,080
0.0% of portfolio
|
Q1 2022
Reduced 11.66%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,000
shares
|
$62,080
0.01% of portfolio
|
Q1 2023
Added 16.41%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
928
shares
|
$57,610
0.05% of portfolio
|
Q4 2023
Added 79.5%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
918
shares
|
$56,989
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
913
shares
|
$56,679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
854
shares
|
$53,016
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
839
shares
|
$52,085
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
828
shares
|
$51,402
0.0% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
780
shares
|
$48,422
0.03% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
778
shares
|
$48,298
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
762
shares
|
$47,304
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
736
shares
|
$45,690
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
729
shares
|
$45,256
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
705
shares
|
$43,766
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
684
shares
|
$42,462
0.01% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
632
shares
|
$39,234
0.01% of portfolio
|
Q2 2024
Reduced 92.7%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
625
shares
|
$38,800
0.01% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
605
shares
|
$37,558
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
550
shares
|
$34,144
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
505
shares
|
$31,350
0.01% of portfolio
|
Q1 2025
New holding
|