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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,645
shares
|
$110,675
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
1,559
shares
|
$104,889
0.08% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
1,518
shares
|
$102,131
0.01% of portfolio
|
Q1 2024
Reduced 5.13%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,517
shares
|
$102,063
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,416
shares
|
$95,268
0.0% of portfolio
|
Q2 2025
Reduced 50.39%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,375
shares
|
$92,510
0.0% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,333
shares
|
$89,684
0.05% of portfolio
|
Q2 2025
Added 556.65%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
1,250
shares
|
$84,100
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,242
shares
|
$83,561
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,192
shares
|
$80,197
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
1,109
shares
|
$74,613
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
1,100
shares
|
$74,008
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,083
shares
|
$72,864
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
1,070
shares
|
$71,989
0.01% of portfolio
|
Q2 2024
Reduced 19.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,033
shares
|
$69,500
0.0% of portfolio
|
Q2 2021
Reduced 30.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,029
shares
|
$69,231
0.0% of portfolio
|
Q2 2025
Added 167.27%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,024
shares
|
$68,894
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
1,021
shares
|
$68,692
0.03% of portfolio
|
Q1 2025
Added 29.57%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
1,015
shares
|
$68,289
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$67,280
0.0% of portfolio
|
Q1 2023
Added 16.41%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,000
shares
|
$67,280
0.0% of portfolio
|
Q1 2022
Reduced 11.66%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
928
shares
|
$62,435
0.05% of portfolio
|
Q4 2023
Added 79.5%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
918
shares
|
$61,763
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
913
shares
|
$61,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
907
shares
|
$61,022
0.0% of portfolio
|
Q2 2025
New holding
|