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 |
|---|---|---|---|---|---|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
12,018
shares
|
$802,682
0.26% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
11,681
shares
|
$780,173
0.09% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
11,645
shares
|
$777,769
0.19% of portfolio
|
Q3 2024
Reduced 96.97%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
11,629
shares
|
$776,700
0.34% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,386
shares
|
$760,470
0.13% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
11,288
shares
|
$753,925
0.5% of portfolio
|
Q4 2023
Reduced 4.73%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
11,179
shares
|
$746,645
0.16% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
11,135
shares
|
$743,706
0.0% of portfolio
|
Q3 2024
Added 14.83%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
11,099
shares
|
$741,302
0.1% of portfolio
|
Q4 2024
Added 37.45%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
11,078
shares
|
$739,899
0.31% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
11,013
shares
|
$735,558
0.02% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
10,961
shares
|
$732,085
0.41% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
10,710
shares
|
$715,320
0.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,679
shares
|
$713,250
0.0% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
10,622
shares
|
$709,443
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
10,582
shares
|
$706,771
0.08% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
10,562
shares
|
$705,435
0.47% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
10,529
shares
|
$703,231
0.13% of portfolio
|
Q2 2024
Reduced 13.42%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,472
shares
|
$699,424
0.03% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
10,384
shares
|
$693,547
0.02% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
10,343
shares
|
$690,808
0.05% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
10,299
shares
|
$687,870
0.24% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
10,293
shares
|
$687,469
0.1% of portfolio
|
Q4 2024
Reduced 28.7%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
10,193
shares
|
$680,790
0.24% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
10,189
shares
|
$680,523
0.03% of portfolio
|
Q3 2024
Added 6.88%
|