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 |
---|---|---|---|---|---|
Bcm Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
45,023
shares
|
$3.03 Million
0.62% of portfolio
|
Q2 2025
Added 6.91%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
44,956
shares
|
$3.02 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
44,934
shares
|
$3.02 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
44,696
shares
|
$3.01 Million
0.43% of portfolio
|
Q2 2025
Added 11.08%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
44,635
shares
|
$3 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
44,527
shares
|
$3 Million
0.8% of portfolio
|
Q2 2025
Added 129.06%
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
44,431
shares
|
$2.99 Million
0.65% of portfolio
|
Q2 2025
Added 6.47%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
44,339
shares
|
$2.98 Million
0.02% of portfolio
|
Q2 2025
Added 5.16%
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
44,225
shares
|
$2.98 Million
0.43% of portfolio
|
Q2 2025
Added 210.26%
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
44,057
shares
|
$2.96 Million
1.31% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
43,822
shares
|
$2.95 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
43,817
shares
|
$2.95 Million
1.34% of portfolio
|
Q1 2025
Added 104.62%
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
43,691
shares
|
$2.94 Million
1.32% of portfolio
|
Q2 2025
Added 1.12%
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
43,144
shares
|
$2.9 Million
1.02% of portfolio
|
Q2 2025
Added 0.79%
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
43,088
shares
|
$2.9 Million
1.25% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
43,076
shares
|
$2.9 Million
0.56% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
42,641
shares
|
$2.87 Million
0.26% of portfolio
|
Q2 2025
Added 6.91%
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
42,567
shares
|
$2.86 Million
0.54% of portfolio
|
Q2 2025
Added 173.13%
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
42,456
shares
|
$2.86 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
42,236
shares
|
$2.84 Million
0.08% of portfolio
|
Q2 2025
Added 17.88%
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
42,167
shares
|
$2.84 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
41,720
shares
|
$2.81 Million
0.83% of portfolio
|
Q2 2025
Reduced 16.18%
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
41,338
shares
|
$2.78 Million
1.07% of portfolio
|
Q2 2025
Added 25.88%
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
41,072
shares
|
$2.76 Million
0.7% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
39,665
shares
|
$2.67 Million
0.01% of portfolio
|
Q2 2025
Added 80.33%
|