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 |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
4,650
shares
|
$312,852
0.03% of portfolio
|
Q1 2024
Added 12.26%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
4,631
shares
|
$311,573
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
4,583
shares
|
$308,344
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
4,561
shares
|
$306,864
0.15% of portfolio
|
Q2 2025
Reduced 61.64%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
4,543
shares
|
$305,653
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,520
shares
|
$304,105
0.01% of portfolio
|
Q1 2025
Reduced 52.7%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jul 30, 2025 Q2 2025 |
4,488
shares
|
$301,952
0.07% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,475
shares
|
$301,078
0.02% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
4,453
shares
|
$299,597
0.02% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
4,427
shares
|
$297,848
0.19% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
4,400
shares
|
$296,032
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
4,303
shares
|
$289,505
0.05% of portfolio
|
Q1 2025
Reduced 17.52%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
4,270
shares
|
$287,285
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
4,269
shares
|
$287,218
0.04% of portfolio
|
Q1 2025
Reduced 93.62%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
4,259
shares
|
$286,545
0.02% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
4,259
shares
|
$286,545
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,198
shares
|
$282,441
0.01% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,197
shares
|
$282,374
0.05% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
4,158
shares
|
$279,750
0.04% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
4,099
shares
|
$275,780
0.02% of portfolio
|
Q2 2024
Added 11.63%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
4,078
shares
|
$274,367
0.03% of portfolio
|
Q2 2025
Reduced 88.63%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
4,034
shares
|
$271,407
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
4,026
shares
|
$270,869
0.09% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
4,017
shares
|
$270,263
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,984
shares
|
$268,043
0.01% of portfolio
|
Q2 2025
Added 0.18%
|