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 782 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $7.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
764,999
shares
|
$45.6 Million
0.01% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
750,961
shares
|
$44.8 Million
3.28% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
744,548
shares
|
$44.4 Million
0.07% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
733,075
shares
|
$43.7 Million
2.85% of portfolio
|
Q4 2024
Added 3665.73%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
718,615
shares
|
$42.9 Million
0.85% of portfolio
|
Q4 2024
Added 20.02%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
704,455
shares
|
$42 Million
7.42% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
703,655
shares
|
$42 Million
10.09% of portfolio
|
Q1 2024
Reduced 6.42%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
678,766
shares
|
$40.5 Million
0.06% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
673,553
shares
|
$40.2 Million
10.38% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
672,775
shares
|
$40.1 Million
0.01% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
664,847
shares
|
$39.6 Million
1.06% of portfolio
|
Q4 2024
Added 589.43%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
636,908
shares
|
$38 Million
0.06% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
589,596
shares
|
$35.2 Million
3.54% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
578,194
shares
|
$34.5 Million
20.62% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
564,580
shares
|
$33.7 Million
1.31% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
562,585
shares
|
$33.5 Million
0.45% of portfolio
|
Q4 2024
Added 40.91%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
557,047
shares
|
$33.2 Million
5.9% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
555,419
shares
|
$33.1 Million
0.06% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
539,671
shares
|
$32.2 Million
2.79% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
536,502
shares
|
$32 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
534,148
shares
|
$31.9 Million
9.14% of portfolio
|
Q2 2023
Added 4.57%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
489,678
shares
|
$29.2 Million
0.14% of portfolio
|
Q4 2024
Added 34.51%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
482,856
shares
|
$28.8 Million
6.74% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
479,010
shares
|
$28.6 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
462,724
shares
|
$27.6 Million
5.67% of portfolio
|
Q4 2024
Reduced 1.72%
|