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 782 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $7.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
456,056
shares
|
$27.2 Million
0.89% of portfolio
|
Q4 2024
Added 7076.33%
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
455,407
shares
|
$27.2 Million
10.09% of portfolio
|
Q4 2024
Added 187.02%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
449,235
shares
|
$26.8 Million
0.06% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
445,543
shares
|
$26.6 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
429,869
shares
|
$25.6 Million
2.91% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
424,649
shares
|
$25.3 Million
0.06% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
420,528
shares
|
$25.1 Million
1.09% of portfolio
|
Q4 2024
Reduced 15.4%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
417,338
shares
|
$24.9 Million
9.04% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
400,433
shares
|
$23.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 15.57%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
391,715
shares
|
$23.4 Million
3.31% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
378,191
shares
|
$22.6 Million
2.21% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
376,029
shares
|
$22.4 Million
0.03% of portfolio
|
Q3 2024
Added 18.37%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
375,898
shares
|
$22.4 Million
0.15% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
370,978
shares
|
$22.1 Million
0.04% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
369,982
shares
|
$22.1 Million
0.12% of portfolio
|
Q2 2023
Reduced 79.57%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
365,963
shares
|
$21.8 Million
0.91% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
355,305
shares
|
$21.2 Million
6.64% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
350,393
shares
|
$20.9 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
345,606
shares
|
$20.6 Million
4.13% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
343,192
shares
|
$20.5 Million
13.15% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
317,676
shares
|
$18.9 Million
6.33% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
317,240
shares
|
$18.9 Million
1.69% of portfolio
|
Q4 2024
Added 42.71%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
310,231
shares
|
$18.5 Million
3.53% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
307,677
shares
|
$18.3 Million
0.55% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
301,929
shares
|
$18 Million
0.06% of portfolio
|
Q4 2024
Added 4.51%
|