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 |
|---|---|---|---|---|---|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
311,970
shares
|
$19.4 Million
3.11% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
308,450
shares
|
$19.1 Million
2.34% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Hurlow Wealth Management Group, Inc.
|
May 08, 2025 Q1 2025 |
304,296
shares
|
$18.9 Million
5.72% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
300,609
shares
|
$18.7 Million
9.01% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
299,546
shares
|
$18.6 Million
1.21% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
299,415
shares
|
$18.6 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
298,022
shares
|
$18.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
296,155
shares
|
$18.4 Million
5.03% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
291,868
shares
|
$18.1 Million
6.9% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
289,440
shares
|
$18 Million
5.0% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
282,096
shares
|
$17.5 Million
11.81% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
271,337
shares
|
$16.8 Million
0.74% of portfolio
|
Q3 2023
Reduced 1.6%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
269,994
shares
|
$16.8 Million
0.0% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
269,046
shares
|
$16.7 Million
11.98% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
266,482
shares
|
$16.5 Million
11.53% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
261,389
shares
|
$16.2 Million
1.23% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
259,313
shares
|
$16.1 Million
0.4% of portfolio
|
Q1 2025
Added 31.53%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
259,222
shares
|
$16.1 Million
1.65% of portfolio
|
Q1 2025
Added 1793.65%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
258,995
shares
|
$16.1 Million
1.88% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
258,333
shares
|
$16 Million
6.7% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
256,025
shares
|
$15.9 Million
6.76% of portfolio
|
Q1 2025
Added 14.37%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
253,867
shares
|
$15.8 Million
0.51% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
249,450
shares
|
$15.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
248,583
shares
|
$15.4 Million
4.99% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
245,933
shares
|
$15.3 Million
0.17% of portfolio
|
Q1 2025
Added 6.28%
|