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 |
|---|---|---|---|---|---|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,440
shares
|
$229,757
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
3,436
shares
|
$229,490
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,436
shares
|
$229,490
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
3,431
shares
|
$229,156
0.01% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
3,398
shares
|
$226,952
0.11% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
3,370
shares
|
$225,082
0.08% of portfolio
|
Q4 2023
Reduced 25.77%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
3,354
shares
|
$224,013
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,346
shares
|
$223,479
0.01% of portfolio
|
Q3 2024
Reduced 19.66%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
3,327
shares
|
$222,210
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
3,282
shares
|
$219,204
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
3,266
shares
|
$218,136
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
3,252
shares
|
$217,201
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
3,242
shares
|
$216,533
0.21% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
3,234
shares
|
$215,998
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
3,228
shares
|
$215,598
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
3,175
shares
|
$212,058
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
Feb 07, 2025 Q4 2024 |
3,114
shares
|
$207,984
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
3,112
shares
|
$207,850
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
3,099
shares
|
$206,982
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
3,071
shares
|
$205,112
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
2,994
shares
|
$199,969
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,980
shares
|
$199,034
0.0% of portfolio
|
Q3 2024
Added 268.81%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
2,852
shares
|
$190,485
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,770
shares
|
$185,008
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
2,689
shares
|
$179,598
0.09% of portfolio
|
Q3 2023
Reduced 1.68%
|