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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
18,836
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 31.52%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
18,606
shares
|
$1.24 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
18,370
shares
|
$1.23 Million
0.25% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
18,256
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
18,144
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.69%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
17,702
shares
|
$1.18 Million
0.41% of portfolio
|
Q2 2024
Added 17.78%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
17,625
shares
|
$1.18 Million
0.15% of portfolio
|
Q1 2024
Added 42.09%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
17,602
shares
|
$1.18 Million
0.38% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
17,413
shares
|
$1.16 Million
0.66% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
17,270
shares
|
$1.15 Million
0.16% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
17,140
shares
|
$1.14 Million
0.51% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
17,120
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
17,026
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
16,995
shares
|
$1.14 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
16,990
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
16,918
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2023
Reduced 41.15%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
16,794
shares
|
$1.12 Million
0.55% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
16,657
shares
|
$1.11 Million
0.97% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
16,611
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
16,253
shares
|
$1.09 Million
0.51% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
16,235
shares
|
$1.08 Million
0.71% of portfolio
|
Q4 2022
Added 6.87%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
15,845
shares
|
$1.06 Million
0.52% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
15,594
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
15,478
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
15,286
shares
|
$1.02 Million
1.12% of portfolio
|
Q4 2024
New holding
|