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 |
|---|---|---|---|---|---|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
5,720
shares
|
$377,748
0.25% of portfolio
|
Q4 2023
Reduced 13.73%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
5,704
shares
|
$376,692
0.08% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
5,646
shares
|
$372,861
0.04% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
5,634
shares
|
$372,069
0.11% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
5,632
shares
|
$371,937
0.03% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
5,627
shares
|
$371,607
0.15% of portfolio
|
Q4 2024
Added 22.78%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
5,611
shares
|
$370,550
0.23% of portfolio
|
Q4 2024
Added 21.16%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,599
shares
|
$369,757
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
5,592
shares
|
$369,295
0.01% of portfolio
|
Q3 2024
Reduced 30.17%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
5,568
shares
|
$367,710
0.12% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
5,525
shares
|
$364,871
0.01% of portfolio
|
Q4 2024
Added 17.03%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Feb 11, 2025 Q4 2024 |
5,502
shares
|
$363,352
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
5,485
shares
|
$362,229
0.02% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
5,476
shares
|
$361,635
0.03% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
5,413
shares
|
$357,474
0.11% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Sovereign Investment Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,332
shares
|
$352,125
0.11% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
5,302
shares
|
$350,144
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
5,289
shares
|
$349,285
0.0% of portfolio
|
Q4 2024
Reduced 16.97%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
5,270
shares
|
$348,030
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,266
shares
|
$347,766
0.05% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,259
shares
|
$347,304
0.04% of portfolio
|
Q4 2024
Reduced 13.26%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
5,227
shares
|
$345,191
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
5,217
shares
|
$344,530
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
5,145
shares
|
$339,775
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
5,125
shares
|
$338,455
0.01% of portfolio
|
Q4 2024
Reduced 4.42%
|