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 840 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 $8.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Aug 14, 2025 Q2 2025 |
90,461
shares
|
$6.09 Million
3.4% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
89,836
shares
|
$6.04 Million
0.29% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
89,735
shares
|
$6.04 Million
3.92% of portfolio
|
Q2 2025
Added 19.23%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
89,290
shares
|
$6.01 Million
1.36% of portfolio
|
Q2 2025
Added 35.63%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jul 25, 2025 Q2 2025 |
88,802
shares
|
$5.97 Million
2.44% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
88,754
shares
|
$5.97 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
83,227
shares
|
$5.6 Million
4.18% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
82,636
shares
|
$5.56 Million
2.46% of portfolio
|
Q2 2025
Added 90.75%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
82,582
shares
|
$5.56 Million
3.01% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
79,503
shares
|
$5.35 Million
0.52% of portfolio
|
Q2 2025
Added 83.83%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
77,501
shares
|
$5.21 Million
0.51% of portfolio
|
Q2 2025
Added 699.14%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
76,882
shares
|
$5.17 Million
3.07% of portfolio
|
Q2 2025
Reduced 29.84%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
75,308
shares
|
$5.07 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Bayshore Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
75,196
shares
|
$5.06 Million
2.22% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
74,609
shares
|
$5.02 Million
0.61% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
73,937
shares
|
$4.97 Million
0.13% of portfolio
|
Q2 2025
Added 21.85%
|
|
|
Esg Planning
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
72,939
shares
|
$4.91 Million
2.65% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
72,820
shares
|
$4.9 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jul 21, 2025 Q2 2025 |
72,726
shares
|
$4.89 Million
5.37% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
72,024
shares
|
$4.85 Million
0.02% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
71,035
shares
|
$4.78 Million
2.18% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
70,606
shares
|
$4.75 Million
1.83% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
69,605
shares
|
$4.68 Million
4.33% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
67,898
shares
|
$4.57 Million
1.94% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
67,300
shares
|
$4.53 Million
1.76% of portfolio
|
Q2 2025
Added 9.33%
|