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 |
|---|---|---|---|---|---|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
112,247
shares
|
$7.72 Million
4.25% of portfolio
|
Q2 2024
Added 8.5%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
112,064
shares
|
$7.71 Million
0.01% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
110,610
shares
|
$7.61 Million
2.42% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
110,008
shares
|
$7.57 Million
0.27% of portfolio
|
Q2 2025
Added 131.08%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
109,158
shares
|
$7.51 Million
1.93% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
108,185
shares
|
$7.44 Million
0.91% of portfolio
|
Q1 2025
Reduced 59.71%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
108,064
shares
|
$7.44 Million
5.18% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
106,501
shares
|
$7.33 Million
2.01% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
104,470
shares
|
$7.19 Million
2.55% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
102,972
shares
|
$7.09 Million
0.04% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
102,289
shares
|
$7.04 Million
0.39% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
101,706
shares
|
$7 Million
4.89% of portfolio
|
Q2 2025
Reduced 26.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
100,982
shares
|
$6.95 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
100,593
shares
|
$6.92 Million
2.81% of portfolio
|
Q2 2025
Added 28558.97%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
99,811
shares
|
$6.87 Million
4.87% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
98,838
shares
|
$6.8 Million
1.08% of portfolio
|
Q2 2025
Added 681.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,123
shares
|
$6.75 Million
0.0% of portfolio
|
Q3 2024
Added 17.79%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
97,661
shares
|
$6.72 Million
1.62% of portfolio
|
Q2 2025
Added 155.63%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
97,017
shares
|
$6.68 Million
2.39% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
94,447
shares
|
$6.5 Million
0.72% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
93,365
shares
|
$6.42 Million
0.19% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
92,390
shares
|
$6.36 Million
0.01% of portfolio
|
Q2 2025
Added 175.12%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
91,725
shares
|
$6.31 Million
3.77% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
90,987
shares
|
$6.26 Million
3.78% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
90,651
shares
|
$6.24 Million
1.95% of portfolio
|
Q2 2025
Added 2.59%
|