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 |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
5,302
shares
|
$356,718
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
5,267
shares
|
$354,363
0.24% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
5,229
shares
|
$351,807
0.02% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
5,211
shares
|
$350,596
0.14% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
5,210
shares
|
$350,528
0.02% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
5,200
shares
|
$349,856
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
5,143
shares
|
$346,021
0.03% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
5,104
shares
|
$343,397
0.01% of portfolio
|
Q1 2024
Added 34.63%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
5,093
shares
|
$342,657
0.06% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
5,069
shares
|
$341,042
0.17% of portfolio
|
Q2 2021
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
5,015
shares
|
$337,409
0.08% of portfolio
|
Q2 2025
Reduced 22.01%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
5,012
shares
|
$337,207
0.09% of portfolio
|
Q1 2025
Reduced 11.04%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
4,992
shares
|
$335,861
0.01% of portfolio
|
Q1 2024
Added 31.65%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
4,984
shares
|
$335,323
0.01% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
4,978
shares
|
$334,919
0.14% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
4,968
shares
|
$334,247
0.23% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
4,952
shares
|
$333,170
0.13% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
4,838
shares
|
$325,500
0.05% of portfolio
|
Q2 2025
Reduced 40.96%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,831
shares
|
$325,029
0.11% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
4,818
shares
|
$324,155
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
4,814
shares
|
$323,885
0.17% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
4,779
shares
|
$321,531
0.02% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
4,765
shares
|
$320,589
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,761
shares
|
$320,320
0.06% of portfolio
|
Q2 2025
Reduced 48.22%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
4,704
shares
|
$316,485
0.25% of portfolio
|
Q4 2024
New holding
|