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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
256,649
shares
|
$17.7 Million
0.52% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
253,403
shares
|
$17.4 Million
0.17% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
250,656
shares
|
$17.2 Million
6.01% of portfolio
|
Q2 2025
Added 16.47%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
246,718
shares
|
$17 Million
4.83% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
240,340
shares
|
$16.5 Million
11.76% of portfolio
|
Q2 2025
Added 63.82%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
239,819
shares
|
$16.5 Million
6.61% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Aug 05, 2025 Q2 2025 |
238,840
shares
|
$16.4 Million
9.63% of portfolio
|
Q2 2025
Added 15.09%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
235,285
shares
|
$16.2 Million
2.78% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
235,100
shares
|
$16.2 Million
1.16% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
234,180
shares
|
$16.1 Million
4.08% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2025 Q2 2025 |
234,132
shares
|
$16.1 Million
1.23% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
232,178
shares
|
$16 Million
0.47% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
230,280
shares
|
$15.8 Million
5.67% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
228,910
shares
|
$15.8 Million
0.29% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
227,424
shares
|
$15.6 Million
1.23% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
222,993
shares
|
$15.3 Million
13.35% of portfolio
|
Q2 2025
New holding
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
222,039
shares
|
$15.3 Million
3.96% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
218,378
shares
|
$15 Million
8.03% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
215,903
shares
|
$14.9 Million
0.08% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
212,563
shares
|
$14.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
212,084
shares
|
$14.6 Million
2.36% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
208,988
shares
|
$14.4 Million
3.82% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
206,344
shares
|
$14.2 Million
1.06% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
206,344
shares
|
$14.2 Million
1.06% of portfolio
|
Q2 2023
New holding
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
204,265
shares
|
$14.1 Million
11.4% of portfolio
|
Q2 2024
Reduced 0.07%
|