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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
335,882
shares
|
$23.1 Million
0.05% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
335,322
shares
|
$23.1 Million
6.09% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
334,148
shares
|
$23 Million
3.3% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
328,629
shares
|
$22.6 Million
4.37% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
324,881
shares
|
$22.4 Million
5.85% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
320,679
shares
|
$22.1 Million
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
320,429
shares
|
$22 Million
9.73% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
317,697
shares
|
$21.9 Million
0.46% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
313,707
shares
|
$21.6 Million
2.33% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
311,802
shares
|
$21.5 Million
1.02% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
310,794
shares
|
$21.4 Million
0.04% of portfolio
|
Q2 2025
Added 24.59%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
310,763
shares
|
$21.4 Million
1.36% of portfolio
|
Q2 2025
Added 18.89%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
305,521
shares
|
$21 Million
0.44% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
301,708
shares
|
$20.8 Million
4.75% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
294,963
shares
|
$20.3 Million
7.09% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
288,869
shares
|
$19.9 Million
4.96% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
279,161
shares
|
$19.2 Million
12.28% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
274,361
shares
|
$18.9 Million
6.54% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
274,017
shares
|
$18.9 Million
6.73% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
272,196
shares
|
$18.7 Million
11.74% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
271,939
shares
|
$18.7 Million
0.0% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
271,337
shares
|
$18.7 Million
0.74% of portfolio
|
Q3 2023
Reduced 1.6%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
267,362
shares
|
$18.4 Million
1.85% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
265,654
shares
|
$18.3 Million
0.37% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
261,819
shares
|
$18 Million
0.05% of portfolio
|
Q2 2025
Added 18.29%
|