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 |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
147
shares
|
$9,890
0.01% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
147
shares
|
$9,890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
128
shares
|
$8,611
0.0% of portfolio
|
Q2 2025
Reduced 94.15%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
118
shares
|
$7,939
0.0% of portfolio
|
Q2 2024
Reduced 97.99%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
101
shares
|
$6,795
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
96
shares
|
$6,458
0.0% of portfolio
|
Q3 2024
Reduced 82.55%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
78
shares
|
$5,247
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
66
shares
|
$4,440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
62
shares
|
$4,171
0.0% of portfolio
|
Q2 2025
Added 933.33%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
53
shares
|
$3,565
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
50
shares
|
$3,364
0.0% of portfolio
|
Q4 2023
Reduced 10.71%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
40
shares
|
$2,691
0.0% of portfolio
|
Q2 2025
Reduced 87.5%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
15
shares
|
$1,009
0.0% of portfolio
|
Q2 2024
Reduced 93.15%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
9
shares
|
$605
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|