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 |
|---|---|---|---|---|---|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,743
shares
|
$583,944
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
8,663
shares
|
$578,601
0.02% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
8,493
shares
|
$567,247
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
8,462
shares
|
$565,176
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
8,210
shares
|
$548,345
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
8,131
shares
|
$543,069
0.21% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
8,129
shares
|
$542,935
0.14% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
8,067
shares
|
$538,794
0.05% of portfolio
|
Q3 2023
Added 14.46%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
8,051
shares
|
$537,726
0.06% of portfolio
|
Q3 2022
Reduced 28.83%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
8,051
shares
|
$537,726
0.17% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
8,021
shares
|
$535,722
0.05% of portfolio
|
Q3 2024
Reduced 16.73%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
7,963
shares
|
$531,848
0.02% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
7,954
shares
|
$531,247
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
7,952
shares
|
$531,114
0.58% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
7,855
shares
|
$524,635
0.01% of portfolio
|
Q3 2024
Reduced 60.51%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
7,766
shares
|
$518,691
0.27% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
7,765
shares
|
$518,624
0.33% of portfolio
|
Q4 2024
Reduced 19.05%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
7,728
shares
|
$516,153
0.22% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
7,582
shares
|
$506,401
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
7,573
shares
|
$505,800
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
7,538
shares
|
$503,463
0.0% of portfolio
|
Q3 2024
Added 41.29%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
7,387
shares
|
$493,377
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
7,383
shares
|
$493,110
0.03% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
7,372
shares
|
$492,375
0.09% of portfolio
|
Q1 2023
Reduced 4.51%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
7,367
shares
|
$492,041
0.03% of portfolio
|
Q4 2023
Added 1.14%
|