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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
66,399
shares
|
$4.47 Million
0.07% of portfolio
|
Q2 2025
Added 29.89%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
66,210
shares
|
$4.45 Million
2.17% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
66,001
shares
|
$4.44 Million
2.51% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
65,740
shares
|
$4.42 Million
1.76% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
65,239
shares
|
$4.39 Million
2.07% of portfolio
|
Q2 2025
Reduced 20.99%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
64,177
shares
|
$4.32 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
64,106
shares
|
$4.31 Million
0.68% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
61,640
shares
|
$4.15 Million
3.79% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
61,293
shares
|
$4.12 Million
19.3% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
60,830
shares
|
$4.09 Million
1.74% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
60,750
shares
|
$4.09 Million
0.96% of portfolio
|
Q4 2022
Reduced 1.14%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
60,192
shares
|
$4.05 Million
2.18% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
59,032
shares
|
$3.97 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
58,470
shares
|
$3.93 Million
0.12% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
57,728
shares
|
$3.88 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
57,214
shares
|
$3.85 Million
3.38% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
57,164
shares
|
$3.85 Million
1.01% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
56,790
shares
|
$3.82 Million
2.29% of portfolio
|
Q1 2023
Added 42.47%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
56,656
shares
|
$3.81 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
56,473
shares
|
$3.8 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
56,246
shares
|
$3.78 Million
1.12% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
55,314
shares
|
$3.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 52.74%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
54,797
shares
|
$3.69 Million
0.98% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
53,434
shares
|
$3.6 Million
2.17% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jul 29, 2025 Q2 2025 |
53,150
shares
|
$3.58 Million
1.5% of portfolio
|
Q2 2025
Reduced 6.55%
|