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 |
|---|---|---|---|---|---|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
21,805
shares
|
$1.46 Million
0.35% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
21,676
shares
|
$1.45 Million
0.45% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
21,665
shares
|
$1.45 Million
0.61% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
21,054
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
20,908
shares
|
$1.4 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
20,826
shares
|
$1.39 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
20,700
shares
|
$1.38 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
20,614
shares
|
$1.38 Million
0.59% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
20,273
shares
|
$1.35 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
20,255
shares
|
$1.35 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,203
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
20,158
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
20,138
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
19,854
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
19,763
shares
|
$1.32 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
19,683
shares
|
$1.31 Million
0.1% of portfolio
|
Q4 2024
Added 22.64%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
19,604
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
Added 167.96%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
19,316
shares
|
$1.29 Million
0.41% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
19,232
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
19,211
shares
|
$1.28 Million
0.76% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
19,129
shares
|
$1.28 Million
0.41% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
19,085
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2023
Reduced 0.37%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
18,985
shares
|
$1.27 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
18,929
shares
|
$1.26 Million
0.83% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
18,845
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
Added 37.81%
|