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 826 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 $8.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
245,933
shares
|
$16.2 Million
0.17% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
240,340
shares
|
$15.8 Million
11.76% of portfolio
|
Q2 2025
Added 63.82%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
235,285
shares
|
$15.5 Million
2.78% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
233,759
shares
|
$15.4 Million
0.35% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2025 Q1 2025 |
233,132
shares
|
$15.3 Million
1.4% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
231,192
shares
|
$15.2 Million
5.77% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
228,910
shares
|
$15.1 Million
0.29% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
226,426
shares
|
$14.9 Million
1.11% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
224,275
shares
|
$14.7 Million
1.29% of portfolio
|
Q1 2025
Added 3114.95%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
224,108
shares
|
$14.7 Million
4.28% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
221,336
shares
|
$14.6 Million
0.04% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
218,378
shares
|
$14.4 Million
8.03% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
217,066
shares
|
$14.3 Million
3.98% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
212,563
shares
|
$14 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
212,084
shares
|
$13.9 Million
2.36% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
207,518
shares
|
$13.6 Million
9.15% of portfolio
|
Q1 2025
Added 30.58%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
206,905
shares
|
$13.6 Million
0.42% of portfolio
|
Q1 2025
Added 2299.73%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
206,344
shares
|
$13.6 Million
1.06% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
206,344
shares
|
$13.6 Million
1.06% of portfolio
|
Q2 2023
New holding
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
204,265
shares
|
$13.4 Million
11.4% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
202,473
shares
|
$13.3 Million
0.44% of portfolio
|
Q1 2025
Added 35.4%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
202,262
shares
|
$13.3 Million
6.6% of portfolio
|
Q1 2025
Added 17.46%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
199,638
shares
|
$13.1 Million
1.92% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
198,456
shares
|
$13.1 Million
0.07% of portfolio
|
Q1 2025
Added 151.94%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
196,217
shares
|
$12.9 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.99%
|