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 748 institutions that hold shares in the stock, with a total of 114 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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
6,643
shares
|
$438,703
0.02% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
6,626
shares
|
$437,581
0.11% of portfolio
|
Q4 2024
Added 24.74%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
6,607
shares
|
$436,326
0.01% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
6,573
shares
|
$434,080
0.15% of portfolio
|
Q1 2024
Reduced 16.87%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
6,500
shares
|
$429,260
0.33% of portfolio
|
Q2 2022
Added 4.84%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,491
shares
|
$428,665
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
6,471
shares
|
$427,344
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
6,445
shares
|
$425,627
0.18% of portfolio
|
Q4 2023
Reduced 1.38%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
6,410
shares
|
$423,316
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
6,352
shares
|
$419,486
0.05% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Feb 11, 2025 Q4 2024 |
6,245
shares
|
$412,419
0.23% of portfolio
|
Q3 2024
Reduced 23.24%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
6,243
shares
|
$412,287
0.28% of portfolio
|
Q3 2024
Added 35.39%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
6,232
shares
|
$411,561
0.17% of portfolio
|
Q4 2024
Added 87.32%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
6,221
shares
|
$410,834
0.06% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
6,158
shares
|
$406,674
0.12% of portfolio
|
Q3 2022
Reduced 4.65%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
6,124
shares
|
$404,428
0.03% of portfolio
|
Q3 2024
Added 46.12%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
6,121
shares
|
$404,230
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
6,076
shares
|
$401,259
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,045
shares
|
$399,211
0.03% of portfolio
|
Q4 2023
Reduced 16.7%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,964
shares
|
$393,862
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
5,950
shares
|
$392,938
0.03% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
5,872
shares
|
$387,786
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
5,813
shares
|
$383,890
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
5,777
shares
|
$381,513
0.0% of portfolio
|
Q4 2024
Added 62.64%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
5,769
shares
|
$380,984
0.08% of portfolio
|
Q4 2024
Reduced 1.01%
|