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 |
|---|---|---|---|---|---|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
156,885
shares
|
$10.8 Million
2.57% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
156,649
shares
|
$10.8 Million
6.25% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
154,661
shares
|
$10.6 Million
1.96% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
150,416
shares
|
$10.4 Million
1.68% of portfolio
|
Q2 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
148,370
shares
|
$10.2 Million
0.83% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
148,329
shares
|
$10.2 Million
0.07% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
146,317
shares
|
$10.1 Million
4.02% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
146,038
shares
|
$10 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
145,822
shares
|
$10 Million
0.64% of portfolio
|
Q3 2022
Added 61.38%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
145,124
shares
|
$9.99 Million
0.91% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
144,235
shares
|
$9.92 Million
8.69% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
143,984
shares
|
$9.91 Million
0.38% of portfolio
|
Q2 2025
Reduced 19.99%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
143,403
shares
|
$9.87 Million
3.91% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
142,870
shares
|
$9.83 Million
3.61% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
142,852
shares
|
$9.83 Million
5.96% of portfolio
|
Q4 2023
Added 3.54%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
139,919
shares
|
$9.63 Million
1.87% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
138,761
shares
|
$9.55 Million
0.01% of portfolio
|
Q2 2025
Added 108.95%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
138,221
shares
|
$9.51 Million
6.31% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
137,348
shares
|
$9.45 Million
1.23% of portfolio
|
Q2 2025
Added 2631.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
136,889
shares
|
$9.42 Million
0.11% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
136,155
shares
|
$9.37 Million
4.14% of portfolio
|
Q2 2025
Added 28.93%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
136,000
shares
|
$9.36 Million
1.97% of portfolio
|
Q4 2023
Added 4.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
135,842
shares
|
$9.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
134,494
shares
|
$9.25 Million
4.01% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
134,426
shares
|
$9.25 Million
0.1% of portfolio
|
Q2 2025
Added 1041.82%
|