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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
35,989
shares
|
$2.38 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
35,800
shares
|
$2.36 Million
0.11% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
35,758
shares
|
$2.36 Million
0.81% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
35,609
shares
|
$2.35 Million
0.05% of portfolio
|
Q4 2024
Added 14.07%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
35,372
shares
|
$2.34 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
35,124
shares
|
$2.32 Million
0.02% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
34,917
shares
|
$2.31 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Feb 04, 2025 Q4 2024 |
34,761
shares
|
$2.3 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
34,761
shares
|
$2.3 Million
0.03% of portfolio
|
Q4 2024
Added 84.46%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,593
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
34,392
shares
|
$2.27 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
33,923
shares
|
$2.24 Million
1.48% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
33,921
shares
|
$2.24 Million
0.97% of portfolio
|
Q4 2024
Added 20.16%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
33,907
shares
|
$2.24 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
33,867
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2023
Reduced 32.09%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
33,744
shares
|
$2.23 Million
0.02% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
33,593
shares
|
$2.22 Million
0.16% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
32,757
shares
|
$2.16 Million
0.11% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
31,990
shares
|
$2.11 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
31,568
shares
|
$2.08 Million
1.04% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
31,550
shares
|
$2.08 Million
1.22% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
30,091
shares
|
$1.99 Million
0.47% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
29,511
shares
|
$1.95 Million
0.48% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
29,261
shares
|
$1.93 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
29,252
shares
|
$1.93 Million
0.21% of portfolio
|
Q4 2024
Added 0.54%
|