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 826 institutions that hold shares in the stock, with a total of 127 Million shares, which have been reported (via 13F filing form) to have a value of $8.38 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
|
$6.89 Million
1.83% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
104,470
shares
|
$6.87 Million
2.55% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
101,753
shares
|
$6.69 Million
2.7% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
100,722
shares
|
$6.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
99,140
shares
|
$6.52 Million
0.04% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,123
shares
|
$6.45 Million
0.0% of portfolio
|
Q3 2024
Added 17.79%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
97,661
shares
|
$6.42 Million
1.62% of portfolio
|
Q2 2025
Added 155.63%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
94,551
shares
|
$6.22 Million
4.85% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
91,820
shares
|
$6.04 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
91,725
shares
|
$6.03 Million
3.77% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
90,987
shares
|
$5.98 Million
3.78% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
90,651
shares
|
$5.96 Million
1.95% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
90,560
shares
|
$5.96 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
|
$5.95 Million
3.7% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
89,735
shares
|
$5.9 Million
3.92% of portfolio
|
Q2 2025
Added 19.23%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
89,212
shares
|
$5.87 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
88,230
shares
|
$5.8 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
|
$5.45 Million
0.64% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
82,636
shares
|
$5.43 Million
2.46% of portfolio
|
Q2 2025
Added 90.75%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
82,569
shares
|
$5.43 Million
2.49% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
81,285
shares
|
$5.35 Million
0.89% of portfolio
|
Q1 2025
Added 69374.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
80,788
shares
|
$5.31 Million
0.29% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
80,700
shares
|
$5.31 Million
4.14% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Parker Financial LLC
Silverdale, WA |
Apr 24, 2025 Q1 2025 |
80,013
shares
|
$5.26 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
|
$5.15 Million
0.0% of portfolio
|
Q1 2025
New holding
|