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 |
|---|---|---|---|---|---|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
146,150
shares
|
$9.07 Million
4.45% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
145,822
shares
|
$9.05 Million
0.64% of portfolio
|
Q3 2022
Added 61.38%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
144,901
shares
|
$9 Million
4.32% of portfolio
|
Q1 2025
Added 13.25%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
142,870
shares
|
$8.87 Million
3.61% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
142,852
shares
|
$8.87 Million
5.96% of portfolio
|
Q4 2023
Added 3.54%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
142,361
shares
|
$8.84 Million
3.89% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
138,914
shares
|
$8.62 Million
7.19% of portfolio
|
Q1 2025
Reduced 16.48%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
137,919
shares
|
$8.56 Million
8.94% of portfolio
|
Q1 2025
Reduced 27.56%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
136,666
shares
|
$8.48 Million
0.35% of portfolio
|
Q1 2025
Reduced 30.91%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
136,000
shares
|
$8.44 Million
1.97% of portfolio
|
Q4 2023
Added 4.35%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
134,671
shares
|
$8.36 Million
0.73% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
134,116
shares
|
$8.33 Million
0.27% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
131,685
shares
|
$8.18 Million
6.56% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
130,798
shares
|
$8.12 Million
0.84% of portfolio
|
Q1 2025
Added 26.46%
|
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
130,788
shares
|
$8.12 Million
3.23% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
128,423
shares
|
$7.97 Million
2.97% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
128,381
shares
|
$7.97 Million
0.09% of portfolio
|
Q1 2025
Added 17.28%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
127,253
shares
|
$7.9 Million
0.1% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
127,211
shares
|
$7.9 Million
1.72% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
125,856
shares
|
$7.81 Million
0.55% of portfolio
|
Q3 2023
Reduced 1.99%
|
|
|
Williams Financial, LLC
Bennington, VT |
Apr 23, 2025 Q1 2025 |
124,666
shares
|
$7.74 Million
5.97% of portfolio
|
Q1 2025
Reduced 34.34%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
123,934
shares
|
$7.69 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
123,693
shares
|
$7.68 Million
1.47% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
122,695
shares
|
$7.62 Million
2.29% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
122,619
shares
|
$7.61 Million
0.76% of portfolio
|
Q1 2025
Reduced 10.97%
|