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 734 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $7.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
7,273
shares
|
$485,763
0.13% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
7,205
shares
|
$481,221
0.35% of portfolio
|
Q2 2024
Reduced 17.14%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
7,155
shares
|
$477,882
0.05% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,152
shares
|
$477,682
0.03% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
7,107
shares
|
$474,676
0.16% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,000
shares
|
$467,530
0.06% of portfolio
|
Q1 2024
Reduced 7.76%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
6,976
shares
|
$465,927
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
6,830
shares
|
$456,175
0.53% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
6,788
shares
|
$453,370
0.04% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
6,770
shares
|
$452,168
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
6,735
shares
|
$449,830
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
6,711
shares
|
$448,227
0.05% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
6,706
shares
|
$447,893
0.01% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
6,670
shares
|
$445,489
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
6,662
shares
|
$444,954
0.0% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
6,643
shares
|
$443,685
0.02% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
6,626
shares
|
$442,550
0.11% of portfolio
|
Q4 2024
Added 24.74%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
6,607
shares
|
$441,281
0.01% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
6,573
shares
|
$439,010
0.15% of portfolio
|
Q1 2024
Reduced 16.87%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
6,500
shares
|
$434,135
0.33% of portfolio
|
Q2 2022
Added 4.84%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,491
shares
|
$433,533
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
6,471
shares
|
$432,198
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
6,445
shares
|
$430,461
0.18% of portfolio
|
Q4 2023
Reduced 1.38%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
6,410
shares
|
$428,123
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
6,370
shares
|
$425,452
0.0% of portfolio
|
Q3 2024
Added 68.12%
|