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 |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
2,689
shares
|
$180,915
0.08% of portfolio
|
Q3 2023
Reduced 1.68%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,610
shares
|
$175,600
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,595
shares
|
$174,591
0.0% of portfolio
|
Q2 2025
Added 42.27%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,594
shares
|
$174,524
0.0% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
2,563
shares
|
$172,438
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,489
shares
|
$167,459
0.0% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
2,445
shares
|
$164,499
0.06% of portfolio
|
Q1 2025
Reduced 27.45%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
2,433
shares
|
$163,692
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2,395
shares
|
$161,135
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
2,310
shares
|
$155,416
0.05% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,196
shares
|
$147,746
0.0% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
2,131
shares
|
$143,373
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,100
shares
|
$141,288
0.0% of portfolio
|
Q1 2025
Reduced 52.27%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,034
shares
|
$136,847
0.0% of portfolio
|
Q2 2025
Reduced 33.83%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
1,977
shares
|
$133,012
0.04% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
1,887
shares
|
$126,957
0.01% of portfolio
|
Q2 2025
Added 11.52%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1,842
shares
|
$123,929
0.02% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
1,796
shares
|
$120,834
0.01% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,775
shares
|
$119,422
0.0% of portfolio
|
Q3 2024
Added 119.14%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
1,756
shares
|
$118,143
0.1% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,740
shares
|
$117,067
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
1,720
shares
|
$115,721
0.06% of portfolio
|
Q2 2025
Reduced 29.97%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
1,706
shares
|
$114,779
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,692
shares
|
$113,837
0.02% of portfolio
|
Q2 2024
Added 92.13%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
1,688
shares
|
$113,568
0.07% of portfolio
|
Q4 2024
New holding
|