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 |
|---|---|---|---|---|---|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
199,638
shares
|
$13.7 Million
1.92% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
196,149
shares
|
$13.5 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
189,787
shares
|
$13.1 Million
0.01% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
189,157
shares
|
$13 Million
9.35% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
187,525
shares
|
$12.9 Million
4.83% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
187,161
shares
|
$12.9 Million
1.56% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
187,123
shares
|
$12.9 Million
2.98% of portfolio
|
Q2 2025
Added 327.63%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
184,002
shares
|
$12.7 Million
5.5% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
182,217
shares
|
$12.5 Million
0.04% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
180,522
shares
|
$12.4 Million
2.4% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
175,273
shares
|
$12.1 Million
0.43% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
172,142
shares
|
$11.8 Million
1.18% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
171,936
shares
|
$11.8 Million
8.41% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
171,913
shares
|
$11.8 Million
2.94% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
171,771
shares
|
$11.8 Million
3.73% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
171,189
shares
|
$11.8 Million
3.38% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
170,511
shares
|
$11.7 Million
1.96% of portfolio
|
Q1 2025
Reduced 80.26%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
170,011
shares
|
$11.7 Million
2.74% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
168,937
shares
|
$11.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
166,002
shares
|
$11.4 Million
0.82% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
165,649
shares
|
$11.4 Million
0.38% of portfolio
|
Q2 2025
Added 21.21%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
162,737
shares
|
$11.2 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
161,391
shares
|
$11.1 Million
3.24% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
161,238
shares
|
$11.1 Million
3.98% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
157,722
shares
|
$10.9 Million
0.09% of portfolio
|
Q2 2025
Added 22.85%
|