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 |
|---|---|---|---|---|---|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
189,157
shares
|
$11.7 Million
9.35% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
186,745
shares
|
$11.6 Million
4.92% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
183,342
shares
|
$11.4 Million
0.01% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
183,165
shares
|
$11.4 Million
2.66% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
181,199
shares
|
$11.2 Million
1.98% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
179,965
shares
|
$11.2 Million
0.51% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
177,187
shares
|
$11 Million
1.53% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
175,322
shares
|
$10.9 Million
5.56% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
172,291
shares
|
$10.7 Million
0.06% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
170,872
shares
|
$10.6 Million
1.0% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
169,528
shares
|
$10.5 Million
4.07% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
168,621
shares
|
$10.5 Million
8.23% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Trinity Financial Advisors LLC
|
May 19, 2025 Q1 2025 |
167,103
shares
|
$10.4 Million
3.57% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
163,720
shares
|
$10.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
161,391
shares
|
$10 Million
3.24% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
160,785
shares
|
$9.98 Million
1.12% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Enzi Wealth
Austin, TX |
Apr 25, 2025 Q1 2025 |
160,665
shares
|
$9.97 Million
3.97% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
160,383
shares
|
$9.96 Million
0.83% of portfolio
|
Q1 2025
Added 9.14%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
153,984
shares
|
$9.56 Million
2.69% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
150,951
shares
|
$9.37 Million
0.0% of portfolio
|
Q1 2025
Added 28.61%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
148,329
shares
|
$9.21 Million
0.07% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
147,749
shares
|
$9.17 Million
4.11% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
147,465
shares
|
$9.15 Million
1.96% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
146,788
shares
|
$9.11 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
146,708
shares
|
$9.11 Million
7.67% of portfolio
|
Q1 2025
Added 7.57%
|