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 |
|---|---|---|---|---|---|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
196,001
shares
|
$12.9 Million
3.59% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
192,941
shares
|
$12.7 Million
2.6% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
189,157
shares
|
$12.4 Million
9.35% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
187,525
shares
|
$12.3 Million
4.83% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
183,342
shares
|
$12.1 Million
0.01% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
181,199
shares
|
$11.9 Million
1.98% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
179,965
shares
|
$11.8 Million
0.51% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
177,187
shares
|
$11.7 Million
1.53% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
175,322
shares
|
$11.5 Million
5.56% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
172,291
shares
|
$11.3 Million
0.06% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
171,936
shares
|
$11.3 Million
8.41% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
171,189
shares
|
$11.3 Million
3.38% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
170,872
shares
|
$11.2 Million
1.0% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
170,011
shares
|
$11.2 Million
2.74% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
169,528
shares
|
$11.1 Million
4.07% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
163,720
shares
|
$10.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
161,391
shares
|
$10.6 Million
3.24% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
161,238
shares
|
$10.6 Million
3.98% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
160,785
shares
|
$10.6 Million
1.12% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
160,383
shares
|
$10.5 Million
0.83% of portfolio
|
Q1 2025
Added 9.14%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
157,722
shares
|
$10.4 Million
0.09% of portfolio
|
Q2 2025
Added 22.85%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
153,984
shares
|
$10.1 Million
2.69% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
150,951
shares
|
$9.93 Million
0.0% of portfolio
|
Q1 2025
Added 28.61%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
148,329
shares
|
$9.75 Million
0.07% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
147,465
shares
|
$9.7 Million
1.96% of portfolio
|
Q1 2025
Added 0.17%
|