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 820 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 $7.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
203
shares
|
$12,602
0.01% of portfolio
|
Q1 2025
Reduced 97.5%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
195
shares
|
$12,105
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
181
shares
|
$11,236
0.0% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
166
shares
|
$10,305
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
164
shares
|
$10,181
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
163
shares
|
$10,119
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
162
shares
|
$10,056
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
161
shares
|
$9,994
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
147
shares
|
$9,125
0.01% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
118
shares
|
$7,325
0.0% of portfolio
|
Q2 2024
Reduced 97.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
99
shares
|
$6,145
0.0% of portfolio
|
Q4 2024
Reduced 42.11%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
96
shares
|
$5,959
0.0% of portfolio
|
Q3 2024
Reduced 82.55%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
78
shares
|
$4,842
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
66
shares
|
$4,097
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
53
shares
|
$3,290
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
50
shares
|
$3,104
0.0% of portfolio
|
Q4 2023
Reduced 10.71%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
18
shares
|
$1,117
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
15
shares
|
$931
0.0% of portfolio
|
Q2 2024
Reduced 93.15%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
6
shares
|
$372
0.0% of portfolio
|
Q1 2025
Reduced 89.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|