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 |
|---|---|---|---|---|---|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
238,196
shares
|
$14.8 Million
2.89% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
233,759
shares
|
$14.5 Million
0.35% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2025 Q1 2025 |
233,132
shares
|
$14.5 Million
1.4% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
232,842
shares
|
$14.5 Million
2.65% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
231,192
shares
|
$14.4 Million
5.77% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
226,426
shares
|
$14.1 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
|
$13.9 Million
1.29% of portfolio
|
Q1 2025
Added 3114.95%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
224,108
shares
|
$13.9 Million
4.28% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
221,336
shares
|
$13.7 Million
0.04% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
217,066
shares
|
$13.5 Million
3.98% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
216,301
shares
|
$13.4 Million
8.73% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
215,202
shares
|
$13.4 Million
5.0% of portfolio
|
Q1 2025
Added 49.43%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
212,563
shares
|
$13.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
207,518
shares
|
$12.9 Million
9.15% of portfolio
|
Q1 2025
Added 30.58%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
206,905
shares
|
$12.8 Million
0.42% of portfolio
|
Q1 2025
Added 2299.73%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
206,344
shares
|
$12.8 Million
1.06% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
206,344
shares
|
$12.8 Million
1.06% of portfolio
|
Q2 2023
New holding
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
204,265
shares
|
$12.7 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
|
$12.6 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
|
$12.6 Million
6.6% of portfolio
|
Q1 2025
Added 17.46%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
198,456
shares
|
$12.3 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
|
$12.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
196,001
shares
|
$12.2 Million
3.59% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
194,342
shares
|
$12.1 Million
1.91% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
192,941
shares
|
$12 Million
2.6% of portfolio
|
Q1 2025
Added 2.29%
|