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 |
|---|---|---|---|---|---|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
407
shares
|
$28,005
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
387
shares
|
$26,629
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
374
shares
|
$25,734
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
355
shares
|
$24,427
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
353
shares
|
$24,289
0.0% of portfolio
|
Q1 2025
Reduced 70.16%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
350
shares
|
$24,083
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
350
shares
|
$24,083
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
343
shares
|
$23,601
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
315
shares
|
$21,675
0.01% of portfolio
|
Q2 2025
Added 46.51%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
313
shares
|
$21,537
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
300
shares
|
$20,643
0.0% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
272
shares
|
$18,716
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
254
shares
|
$17,477
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
252
shares
|
$17,340
0.0% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
252
shares
|
$17,340
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
251
shares
|
$17,271
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
247
shares
|
$16,996
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
230
shares
|
$15,826
0.01% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
213
shares
|
$14,656
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
210
shares
|
$14,450
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
195
shares
|
$13,417
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
181
shares
|
$12,454
0.0% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
164
shares
|
$11,284
0.0% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
164
shares
|
$11,284
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
162
shares
|
$11,147
0.01% of portfolio
|
Q4 2024
New holding
|