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 824 institutions that hold shares in the stock, with a total of 127 Million shares, which have been reported (via 13F filing form) to have a value of $8.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
559
shares
|
$36,759
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
550
shares
|
$36,168
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
505
shares
|
$33,208
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
440
shares
|
$28,934
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
437
shares
|
$28,737
0.0% of portfolio
|
Q2 2024
Reduced 57.94%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
431
shares
|
$28,342
0.0% of portfolio
|
Q2 2024
Reduced 33.07%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
428
shares
|
$28,145
0.0% of portfolio
|
Q4 2023
Added 31.69%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
409
shares
|
$26,895
0.01% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
407
shares
|
$26,764
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
391
shares
|
$25,712
0.0% of portfolio
|
Q4 2024
Added 34.83%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
387
shares
|
$25,449
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
385
shares
|
$25,317
0.0% of portfolio
|
Q4 2024
Added 176.98%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
374
shares
|
$24,594
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
353
shares
|
$23,213
0.0% of portfolio
|
Q1 2025
Reduced 70.16%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
352
shares
|
$23,147
0.0% of portfolio
|
Q1 2025
Reduced 79.56%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
351
shares
|
$23,081
2.93% of portfolio
|
Q1 2025
Reduced 99.59%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
350
shares
|
$23,016
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
350
shares
|
$23,016
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
343
shares
|
$22,555
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
300
shares
|
$19,728
0.0% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
272
shares
|
$17,886
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
254
shares
|
$16,703
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
252
shares
|
$16,571
0.0% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
251
shares
|
$16,505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
251
shares
|
$16,505
0.0% of portfolio
|
Q1 2025
New holding
|