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 |
|---|---|---|---|---|---|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
52,865
shares
|
$3.56 Million
1.56% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
51,571
shares
|
$3.47 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
51,373
shares
|
$3.46 Million
1.02% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
51,145
shares
|
$3.44 Million
2.54% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
50,955
shares
|
$3.43 Million
0.13% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
50,849
shares
|
$3.42 Million
1.25% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
50,687
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2025
Added 42.03%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
50,256
shares
|
$3.38 Million
2.59% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
49,805
shares
|
$3.35 Million
0.04% of portfolio
|
Q2 2025
Added 69.47%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
48,948
shares
|
$3.29 Million
0.94% of portfolio
|
Q2 2025
Reduced 15.95%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
48,818
shares
|
$3.28 Million
1.09% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
48,574
shares
|
$3.27 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
47,885
shares
|
$3.22 Million
0.45% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
47,883
shares
|
$3.22 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
47,859
shares
|
$3.22 Million
1.39% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
47,770
shares
|
$3.21 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Jul 28, 2025 Q2 2025 |
47,356
shares
|
$3.19 Million
2.35% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
46,687
shares
|
$3.14 Million
2.15% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
46,608
shares
|
$3.14 Million
0.74% of portfolio
|
Q2 2025
Added 62.66%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
46,263
shares
|
$3.11 Million
1.29% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
46,021
shares
|
$3.1 Million
0.42% of portfolio
|
Q2 2025
Added 45.61%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
45,845
shares
|
$3.08 Million
0.08% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
45,811
shares
|
$3.08 Million
0.63% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
45,692
shares
|
$3.07 Million
0.7% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
45,308
shares
|
$3.05 Million
0.03% of portfolio
|
Q2 2025
Added 3.6%
|