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 |
|---|---|---|---|---|---|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
28,382
shares
|
$1.9 Million
0.98% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
28,011
shares
|
$1.87 Million
0.28% of portfolio
|
Q4 2024
Reduced 49.86%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
27,953
shares
|
$1.87 Million
0.55% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
27,329
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Added 682.17%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
27,154
shares
|
$1.81 Million
0.08% of portfolio
|
Q4 2024
Reduced 20.38%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
26,379
shares
|
$1.76 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
26,222
shares
|
$1.75 Million
0.51% of portfolio
|
Q4 2024
Reduced 52.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
25,923
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
25,574
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
25,493
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
25,239
shares
|
$1.69 Million
0.78% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
24,956
shares
|
$1.67 Million
0.4% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
24,934
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
24,393
shares
|
$1.63 Million
0.95% of portfolio
|
Q1 2024
Added 35.26%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
24,018
shares
|
$1.6 Million
0.25% of portfolio
|
Q4 2024
Added 48.43%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
23,958
shares
|
$1.6 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
23,926
shares
|
$1.6 Million
0.04% of portfolio
|
Q1 2024
Added 173.13%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
23,294
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
22,951
shares
|
$1.53 Million
0.03% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
22,837
shares
|
$1.53 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
22,834
shares
|
$1.53 Million
0.77% of portfolio
|
Q2 2024
Added 5.32%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
22,790
shares
|
$1.52 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
22,777
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
22,038
shares
|
$1.47 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
21,827
shares
|
$1.46 Million
0.51% of portfolio
|
Q4 2024
New holding
|