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 737 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $7.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
63,360
shares
|
$4.23 Million
0.01% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
61,938
shares
|
$4.14 Million
4.46% of portfolio
|
Q4 2024
New holding
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
61,293
shares
|
$4.09 Million
19.3% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
60,907
shares
|
$4.07 Million
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
60,750
shares
|
$4.06 Million
0.96% of portfolio
|
Q4 2022
Reduced 1.14%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
60,748
shares
|
$4.06 Million
1.8% of portfolio
|
Q4 2024
Added 24.88%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
60,267
shares
|
$4.03 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
59,715
shares
|
$3.99 Million
2.13% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
59,175
shares
|
$3.95 Million
2.55% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jan 28, 2025 Q4 2024 |
58,992
shares
|
$3.94 Million
2.54% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
58,899
shares
|
$3.93 Million
1.88% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
58,636
shares
|
$3.92 Million
1.5% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
58,215
shares
|
$3.89 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
57,838
shares
|
$3.86 Million
0.03% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
57,197
shares
|
$3.82 Million
1.11% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
56,888
shares
|
$3.8 Million
2.05% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
56,840
shares
|
$3.8 Million
0.48% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
56,790
shares
|
$3.79 Million
2.29% of portfolio
|
Q1 2023
Added 42.47%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
56,574
shares
|
$3.78 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
56,116
shares
|
$3.75 Million
0.33% of portfolio
|
Q3 2024
Added 48.31%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
55,548
shares
|
$3.71 Million
0.78% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
54,075
shares
|
$3.61 Million
1.21% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
53,613
shares
|
$3.58 Million
3.59% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
52,869
shares
|
$3.53 Million
1.79% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
52,865
shares
|
$3.53 Million
1.72% of portfolio
|
Q2 2024
Added 0.06%
|