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 758 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $7.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Esg Planning
Santa Clara, CA |
Feb 12, 2025 Q4 2024 |
53,453
shares
|
$3.53 Million
2.61% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
52,865
shares
|
$3.49 Million
1.72% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
52,662
shares
|
$3.48 Million
1.72% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
52,066
shares
|
$3.44 Million
1.96% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
52,005
shares
|
$3.43 Million
1.63% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
51,536
shares
|
$3.4 Million
0.99% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
51,096
shares
|
$3.37 Million
0.04% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
50,530
shares
|
$3.34 Million
3.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
50,351
shares
|
$3.33 Million
1.08% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
50,029
shares
|
$3.3 Million
0.13% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
50,027
shares
|
$3.3 Million
0.28% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
49,699
shares
|
$3.28 Million
0.09% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
49,027
shares
|
$3.24 Million
0.2% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
48,783
shares
|
$3.22 Million
1.21% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
48,650
shares
|
$3.21 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
47,594
shares
|
$3.14 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
47,302
shares
|
$3.12 Million
0.99% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
47,255
shares
|
$3.12 Million
1.63% of portfolio
|
Q4 2024
Added 57.28%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
46,619
shares
|
$3.08 Million
0.63% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
46,414
shares
|
$3.07 Million
1.02% of portfolio
|
Q4 2024
Added 14.88%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
45,914
shares
|
$3.03 Million
0.7% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
45,669
shares
|
$3.02 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
45,441
shares
|
$3 Million
2.46% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
44,234
shares
|
$2.92 Million
1.55% of portfolio
|
Q4 2024
New holding
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
44,191
shares
|
$2.92 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.56%
|