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 |
|---|---|---|---|---|---|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
11,012
shares
|
$740,887
0.5% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Jul 30, 2025 Q2 2025 |
11,002
shares
|
$740,214
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
10,955
shares
|
$737,052
0.0% of portfolio
|
Q1 2025
Added 83.69%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
10,952
shares
|
$736,850
0.03% of portfolio
|
Q2 2025
Reduced 43.56%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
10,762
shares
|
$724,067
0.01% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
10,683
shares
|
$718,752
0.03% of portfolio
|
Q2 2025
Reduced 28.32%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
10,642
shares
|
$715,993
0.6% of portfolio
|
Q2 2025
Added 43.66%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
10,607
shares
|
$713,638
0.05% of portfolio
|
Q2 2025
Added 44.41%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
10,582
shares
|
$711,956
0.08% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
10,564
shares
|
$710,745
0.25% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,552
shares
|
$709,938
0.01% of portfolio
|
Q1 2025
Reduced 28.1%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
10,516
shares
|
$707,516
0.12% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
10,514
shares
|
$707,381
0.17% of portfolio
|
Q2 2025
Added 31.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
10,483
shares
|
$705,296
0.0% of portfolio
|
Q2 2025
Added 16.71%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Jul 29, 2025 Q2 2025 |
10,426
shares
|
$701,461
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,309
shares
|
$693,589
0.03% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
10,230
shares
|
$688,274
0.01% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
10,134
shares
|
$681,815
0.32% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
10,087
shares
|
$678,653
0.11% of portfolio
|
Q1 2025
Added 36.83%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
10,045
shares
|
$675,827
0.04% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
9,950
shares
|
$669,436
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,791
shares
|
$658,738
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,781
shares
|
$658,065
0.0% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
9,777
shares
|
$657,796
0.07% of portfolio
|
Q2 2025
Added 45.23%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,744
shares
|
$655,576
0.21% of portfolio
|
Q1 2023
Added 9.54%
|