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 |
|---|---|---|---|---|---|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
39,316
shares
|
$2.65 Million
2.23% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Aug 12, 2025 Q2 2025 |
39,160
shares
|
$2.63 Million
2.08% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
39,094
shares
|
$2.63 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
38,988
shares
|
$2.62 Million
0.16% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
38,904
shares
|
$2.62 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
38,885
shares
|
$2.62 Million
1.62% of portfolio
|
Q2 2025
Added 32.3%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
38,570
shares
|
$2.59 Million
0.17% of portfolio
|
Q2 2025
Added 58.89%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
37,953
shares
|
$2.55 Million
2.12% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
37,635
shares
|
$2.53 Million
2.21% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
36,988
shares
|
$2.49 Million
0.94% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
36,622
shares
|
$2.46 Million
0.06% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
36,319
shares
|
$2.44 Million
0.01% of portfolio
|
Q2 2023
Added 35.14%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
36,028
shares
|
$2.42 Million
0.16% of portfolio
|
Q2 2025
Added 103.18%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
35,747
shares
|
$2.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
35,728
shares
|
$2.4 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
35,445
shares
|
$2.38 Million
1.84% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
35,438
shares
|
$2.38 Million
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
35,368
shares
|
$2.38 Million
0.05% of portfolio
|
Q2 2025
Added 199.75%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
35,139
shares
|
$2.36 Million
0.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
34,981
shares
|
$2.35 Million
0.66% of portfolio
|
Q2 2025
Added 24.81%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
34,871
shares
|
$2.35 Million
0.04% of portfolio
|
Q2 2025
Added 24.24%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
34,757
shares
|
$2.34 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
34,548
shares
|
$2.32 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
34,323
shares
|
$2.31 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
34,227
shares
|
$2.3 Million
0.75% of portfolio
|
Q2 2025
Reduced 2.18%
|