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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
34,167
shares
|
$2.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.9%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
34,124
shares
|
$2.3 Million
0.88% of portfolio
|
Q2 2025
Added 37.73%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
33,907
shares
|
$2.28 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
33,867
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2023
Reduced 32.09%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
33,744
shares
|
$2.27 Million
0.02% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
32,087
shares
|
$2.16 Million
0.32% of portfolio
|
Q2 2025
Reduced 60.53%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
31,839
shares
|
$2.14 Million
0.16% of portfolio
|
Q2 2025
Added 24.65%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
31,784
shares
|
$2.14 Million
1.06% of portfolio
|
Q2 2025
Added 64.81%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
31,666
shares
|
$2.13 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
31,554
shares
|
$2.12 Million
0.14% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
31,550
shares
|
$2.12 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
31,550
shares
|
$2.12 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
31,416
shares
|
$2.11 Million
0.04% of portfolio
|
Q2 2025
Added 91.78%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
31,280
shares
|
$2.1 Million
0.07% of portfolio
|
Q2 2025
Added 192.72%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Aug 05, 2025 Q2 2025 |
31,195
shares
|
$2.1 Million
1.73% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
30,958
shares
|
$2.08 Million
1.0% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
30,141
shares
|
$2.03 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
30,072
shares
|
$2.02 Million
0.93% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
29,867
shares
|
$2.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 39.77%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
29,511
shares
|
$1.99 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
28,756
shares
|
$1.93 Million
0.16% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
28,682
shares
|
$1.93 Million
0.41% of portfolio
|
Q2 2025
Added 17.61%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
28,449
shares
|
$1.91 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
28,247
shares
|
$1.9 Million
1.5% of portfolio
|
Q2 2025
Added 32.57%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
28,186
shares
|
$1.9 Million
0.08% of portfolio
|
Q2 2025
Added 8.47%
|