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 |
|---|---|---|---|---|---|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
9,592
shares
|
$645,349
0.09% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
9,510
shares
|
$639,832
0.18% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
9,474
shares
|
$637,410
0.01% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
9,336
shares
|
$628,126
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
9,278
shares
|
$624,223
0.09% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
9,259
shares
|
$622,945
0.13% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
9,234
shares
|
$621,263
0.02% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
9,215
shares
|
$619,985
0.05% of portfolio
|
Q2 2025
Added 16.94%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
9,190
shares
|
$618,303
0.07% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
9,159
shares
|
$616,217
0.37% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
9,083
shares
|
$611,104
0.21% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
8,993
shares
|
$605,049
0.28% of portfolio
|
Q2 2023
Added 0.97%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
8,965
shares
|
$603,165
0.18% of portfolio
|
Q1 2025
Added 71.51%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
8,952
shares
|
$602,290
0.01% of portfolio
|
Q3 2024
Added 27.58%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
8,943
shares
|
$601,685
0.0% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Peavine Capital, LLC
|
Jul 16, 2025 Q2 2025 |
8,891
shares
|
$598,186
0.13% of portfolio
|
Q4 2023
Reduced 31.1%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
8,799
shares
|
$591,996
0.16% of portfolio
|
Q2 2021
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,786
shares
|
$591,122
0.13% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
8,761
shares
|
$589,440
0.19% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
8,713
shares
|
$586,210
0.02% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
8,712
shares
|
$586,143
0.02% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,670
shares
|
$583,317
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
8,652
shares
|
$582,106
0.01% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jul 28, 2025 Q2 2025 |
8,338
shares
|
$560,980
0.52% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
8,290
shares
|
$557,751
0.47% of portfolio
|
Q2 2025
Reduced 1.75%
|