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 |
|---|---|---|---|---|---|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
3,516
shares
|
$236,556
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
3,514
shares
|
$236,421
0.0% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,511
shares
|
$236,220
0.01% of portfolio
|
Q2 2025
Added 797.95%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
3,470
shares
|
$233,461
0.05% of portfolio
|
Q2 2025
Reduced 36.85%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
3,469
shares
|
$233,394
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
3,469
shares
|
$233,394
0.0% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
3,448
shares
|
$231,981
0.06% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
3,447
shares
|
$231,914
0.01% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
3,444
shares
|
$231,712
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
3,440
shares
|
$231,443
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
3,436
shares
|
$231,174
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,436
shares
|
$231,174
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
3,431
shares
|
$230,837
0.01% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
3,425
shares
|
$230,434
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
3,384
shares
|
$227,675
0.02% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
3,282
shares
|
$220,812
0.03% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
3,282
shares
|
$220,812
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
3,171
shares
|
$213,344
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,137
shares
|
$211,057
0.0% of portfolio
|
Q1 2025
Reduced 40.69%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
3,088
shares
|
$207,760
0.0% of portfolio
|
Q4 2024
Reduced 86.74%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
3,071
shares
|
$206,616
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
3,017
shares
|
$202,983
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
2,852
shares
|
$191,882
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,801
shares
|
$188,451
0.0% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,724
shares
|
$183,270
0.0% of portfolio
|
Q2 2025
Added 228.99%
|