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 |
|---|---|---|---|---|---|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
121,321
shares
|
$7.53 Million
2.31% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
120,527
shares
|
$7.48 Million
4.15% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
120,245
shares
|
$7.46 Million
4.22% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Apr 09, 2025 Q1 2025 |
120,126
shares
|
$7.46 Million
3.09% of portfolio
|
Q1 2025
Added 15.4%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
118,607
shares
|
$7.36 Million
4.76% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
117,454
shares
|
$7.29 Million
3.02% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
117,449
shares
|
$7.29 Million
0.02% of portfolio
|
Q1 2025
Added 29.42%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
117,112
shares
|
$7.27 Million
3.07% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
117,050
shares
|
$7.27 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
116,441
shares
|
$7.23 Million
1.57% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
115,168
shares
|
$7.15 Million
3.5% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
115,023
shares
|
$7.14 Million
4.12% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
114,222
shares
|
$7.09 Million
2.53% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
114,087
shares
|
$7.08 Million
3.83% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
113,720
shares
|
$7.06 Million
0.04% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
112,988
shares
|
$7.01 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
112,247
shares
|
$6.97 Million
4.25% of portfolio
|
Q2 2024
Added 8.5%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
112,205
shares
|
$6.97 Million
5.6% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
111,361
shares
|
$6.91 Million
0.03% of portfolio
|
Q1 2025
Added 33.0%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
109,575
shares
|
$6.8 Million
4.27% of portfolio
|
Q1 2025
Added 20.05%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
109,158
shares
|
$6.78 Million
1.93% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
108,185
shares
|
$6.72 Million
0.91% of portfolio
|
Q1 2025
Reduced 59.71%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
107,985
shares
|
$6.7 Million
0.58% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
107,380
shares
|
$6.67 Million
3.78% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
105,600
shares
|
$6.56 Million
1.85% of portfolio
|
Q1 2025
Added 3.09%
|