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 |
|---|---|---|---|---|---|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
8,282
shares
|
$557,212
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
8,223
shares
|
$553,243
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
8,157
shares
|
$548,802
0.08% of portfolio
|
Q1 2025
Added 262.37%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
8,093
shares
|
$544,497
0.02% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,093
shares
|
$544,497
0.03% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
8,067
shares
|
$542,747
0.05% of portfolio
|
Q3 2023
Added 14.46%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
8,051
shares
|
$541,671
0.06% of portfolio
|
Q3 2022
Reduced 28.83%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
7,954
shares
|
$535,145
0.16% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
7,881
shares
|
$530,233
0.03% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
7,812
shares
|
$525,591
0.05% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
7,733
shares
|
$520,276
0.13% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
7,577
shares
|
$509,780
0.04% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
7,569
shares
|
$509,242
0.24% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
7,383
shares
|
$496,728
0.03% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
7,379
shares
|
$496,459
0.24% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
7,367
shares
|
$495,651
0.03% of portfolio
|
Q4 2023
Added 1.14%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
7,337
shares
|
$493,633
0.01% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
7,129
shares
|
$479,639
0.33% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
7,010
shares
|
$471,632
0.01% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,000
shares
|
$470,960
0.04% of portfolio
|
Q1 2024
Reduced 7.76%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
6,865
shares
|
$461,877
0.39% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Sovereign Investment Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
6,862
shares
|
$461,675
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
6,825
shares
|
$459,186
0.02% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
6,803
shares
|
$457,705
0.04% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
6,803
shares
|
$457,705
0.13% of portfolio
|
Q2 2025
Reduced 22.38%
|