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 |
|---|---|---|---|---|---|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
104,704
shares
|
$6.5 Million
1.83% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
101,753
shares
|
$6.32 Million
2.7% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
100,722
shares
|
$6.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
99,747
shares
|
$6.19 Million
1.13% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
99,140
shares
|
$6.15 Million
0.04% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,123
shares
|
$6.09 Million
0.0% of portfolio
|
Q3 2024
Added 17.79%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
96,405
shares
|
$5.98 Million
4.12% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
94,551
shares
|
$5.87 Million
4.85% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
91,970
shares
|
$5.71 Million
3.77% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
91,820
shares
|
$5.7 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
90,560
shares
|
$5.62 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
90,461
shares
|
$5.62 Million
3.7% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
90,187
shares
|
$5.6 Million
0.61% of portfolio
|
Q1 2025
Added 59.41%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
89,891
shares
|
$5.58 Million
0.2% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
89,212
shares
|
$5.54 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Kooman & Associates
Altoona, PA |
May 02, 2025 Q1 2025 |
88,363
shares
|
$5.49 Million
1.94% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
88,230
shares
|
$5.48 Million
3.4% of portfolio
|
Q1 2025
Reduced 35.74%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
82,816
shares
|
$5.14 Million
0.64% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
82,569
shares
|
$5.13 Million
2.49% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
81,285
shares
|
$5.05 Million
0.89% of portfolio
|
Q1 2025
Added 69374.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
80,788
shares
|
$5.02 Million
0.29% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
80,700
shares
|
$5.01 Million
4.14% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Parker Financial LLC
Silverdale, WA |
Apr 24, 2025 Q1 2025 |
80,013
shares
|
$4.97 Million
2.3% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
78,280
shares
|
$4.86 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
76,499
shares
|
$4.75 Million
0.97% of portfolio
|
Q1 2025
Added 0.11%
|