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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
146,788
shares
|
$9.65 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
146,150
shares
|
$9.61 Million
4.45% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
145,822
shares
|
$9.59 Million
0.64% of portfolio
|
Q3 2022
Added 61.38%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
145,124
shares
|
$9.54 Million
0.91% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
144,901
shares
|
$9.53 Million
4.32% of portfolio
|
Q1 2025
Added 13.25%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
144,235
shares
|
$9.48 Million
8.69% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
143,403
shares
|
$9.43 Million
3.91% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
142,870
shares
|
$9.4 Million
3.61% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
142,852
shares
|
$9.39 Million
5.96% of portfolio
|
Q4 2023
Added 3.54%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
142,361
shares
|
$9.36 Million
3.89% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
138,914
shares
|
$9.13 Million
7.19% of portfolio
|
Q1 2025
Reduced 16.48%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
136,666
shares
|
$8.99 Million
0.35% of portfolio
|
Q1 2025
Reduced 30.91%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
136,155
shares
|
$8.95 Million
4.14% of portfolio
|
Q2 2025
Added 28.93%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
136,000
shares
|
$8.94 Million
1.97% of portfolio
|
Q4 2023
Added 4.35%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
134,426
shares
|
$8.84 Million
0.1% of portfolio
|
Q2 2025
Added 1041.82%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
134,116
shares
|
$8.82 Million
0.27% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
133,296
shares
|
$8.77 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
133,095
shares
|
$8.75 Million
1.68% of portfolio
|
Q2 2025
Added 14.3%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
131,685
shares
|
$8.66 Million
6.56% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
129,368
shares
|
$8.51 Million
3.1% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
128,423
shares
|
$8.45 Million
2.97% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
128,262
shares
|
$8.43 Million
3.03% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
127,253
shares
|
$8.37 Million
0.1% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
127,211
shares
|
$8.37 Million
1.72% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
125,856
shares
|
$8.28 Million
0.55% of portfolio
|
Q3 2023
Reduced 1.99%
|