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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
20,505
shares
|
$1.38 Million
0.05% of portfolio
|
Q2 2025
Added 17.53%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
20,449
shares
|
$1.38 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
20,410
shares
|
$1.37 Million
1.36% of portfolio
|
Q2 2025
Added 24.03%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
20,400
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.4%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,203
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
19,763
shares
|
$1.33 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
19,732
shares
|
$1.33 Million
0.47% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
19,585
shares
|
$1.32 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
19,399
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
19,273
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 78.56%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
19,175
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
19,106
shares
|
$1.29 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
19,085
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2023
Reduced 0.37%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
19,007
shares
|
$1.28 Million
0.71% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
19,006
shares
|
$1.28 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
18,727
shares
|
$1.26 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
18,647
shares
|
$1.25 Million
0.11% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
18,443
shares
|
$1.24 Million
0.23% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
18,440
shares
|
$1.24 Million
0.48% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
18,345
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
Reduced 97.38%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
17,789
shares
|
$1.2 Million
0.42% of portfolio
|
Q2 2025
Added 57.61%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
17,702
shares
|
$1.19 Million
0.41% of portfolio
|
Q2 2024
Added 17.78%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
17,625
shares
|
$1.19 Million
0.13% of portfolio
|
Q1 2024
Added 42.09%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
17,572
shares
|
$1.18 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
17,530
shares
|
$1.18 Million
0.06% of portfolio
|
Q2 2025
Added 26.35%
|