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 |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
28,169
shares
|
$1.9 Million
1.28% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
28,004
shares
|
$1.88 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
27,720
shares
|
$1.87 Million
0.07% of portfolio
|
Q2 2025
Reduced 23.3%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
27,602
shares
|
$1.86 Million
0.69% of portfolio
|
Q2 2025
Added 27.89%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
26,247
shares
|
$1.77 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
26,218
shares
|
$1.76 Million
0.24% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
26,198
shares
|
$1.76 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
26,192
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
26,186
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
26,031
shares
|
$1.75 Million
0.39% of portfolio
|
Q2 2025
Reduced 41.78%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
25,989
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Added 32.06%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
25,923
shares
|
$1.74 Million
0.01% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
25,395
shares
|
$1.71 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
25,149
shares
|
$1.69 Million
0.1% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
25,139
shares
|
$1.69 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
25,049
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
24,547
shares
|
$1.65 Million
0.06% of portfolio
|
Q2 2025
Reduced 66.17%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
24,416
shares
|
$1.64 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
24,393
shares
|
$1.64 Million
0.95% of portfolio
|
Q1 2024
Added 35.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
24,385
shares
|
$1.64 Million
0.04% of portfolio
|
Q2 2025
Reduced 34.72%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
24,277
shares
|
$1.63 Million
0.09% of portfolio
|
Q2 2025
Reduced 28.0%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
24,235
shares
|
$1.63 Million
0.18% of portfolio
|
Q2 2025
Added 18.98%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
24,155
shares
|
$1.63 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
23,996
shares
|
$1.61 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
23,734
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Added 89.45%
|