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 869 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $9.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
164
shares
|
$11,012
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
162
shares
|
$10,878
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
147
shares
|
$9,871
0.01% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
147
shares
|
$9,871
0.01% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
128
shares
|
$8,595
0.0% of portfolio
|
Q2 2025
Reduced 94.15%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
118
shares
|
$7,923
0.0% of portfolio
|
Q2 2024
Reduced 97.99%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
103
shares
|
$6,916
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
101
shares
|
$6,782
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
97
shares
|
$6,513
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
96
shares
|
$6,446
0.0% of portfolio
|
Q3 2024
Reduced 82.55%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
86
shares
|
$5,774
0.0% of portfolio
|
Q3 2025
Reduced 52.49%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
78
shares
|
$5,237
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
63
shares
|
$4,230
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
53
shares
|
$3,558
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
50
shares
|
$3,357
0.0% of portfolio
|
Q4 2023
Reduced 10.71%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
40
shares
|
$2,686
0.0% of portfolio
|
Q2 2025
Reduced 87.5%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
15
shares
|
$1,007
0.0% of portfolio
|
Q2 2024
Reduced 93.15%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
9
shares
|
$604
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
|
|