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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
23,688
shares
|
$1.59 Million
0.35% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
23,686
shares
|
$1.59 Million
1.52% of portfolio
|
Q2 2025
Added 55.05%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
23,576
shares
|
$1.59 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
23,135
shares
|
$1.56 Million
0.21% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
23,047
shares
|
$1.55 Million
0.61% of portfolio
|
Q2 2025
Reduced 44.73%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
22,916
shares
|
$1.54 Million
0.84% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
22,834
shares
|
$1.54 Million
0.77% of portfolio
|
Q2 2024
Added 5.32%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
22,794
shares
|
$1.53 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
22,742
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
22,698
shares
|
$1.53 Million
0.64% of portfolio
|
Q2 2025
Added 15.61%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
22,697
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
22,692
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
22,672
shares
|
$1.53 Million
0.03% of portfolio
|
Q2 2025
Reduced 26.45%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
22,567
shares
|
$1.52 Million
0.44% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
22,524
shares
|
$1.52 Million
0.03% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
22,444
shares
|
$1.51 Million
0.07% of portfolio
|
Q2 2025
Added 25.36%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
22,331
shares
|
$1.5 Million
0.13% of portfolio
|
Q2 2025
Added 139.32%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
22,130
shares
|
$1.49 Million
1.14% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
21,805
shares
|
$1.47 Million
0.35% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
21,589
shares
|
$1.45 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
21,277
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
20,702
shares
|
$1.39 Million
0.06% of portfolio
|
Q2 2025
Added 104.46%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
20,700
shares
|
$1.39 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
20,647
shares
|
$1.39 Million
0.06% of portfolio
|
Q1 2025
Reduced 23.96%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
20,581
shares
|
$1.38 Million
0.62% of portfolio
|
Q2 2025
Added 10.37%
|