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 771 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $7.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
233
shares
|
$15,543
0.0% of portfolio
|
Q3 2024
Reduced 48.11%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
229
shares
|
$15,276
0.01% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
215
shares
|
$14,342
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
206
shares
|
$13,742
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
195
shares
|
$13,008
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
186
shares
|
$12,408
0.0% of portfolio
|
Q4 2024
Reduced 68.31%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
166
shares
|
$11,073
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
166
shares
|
$11,073
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
164
shares
|
$10,940
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
163
shares
|
$10,873
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
162
shares
|
$10,807
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
118
shares
|
$7,871
0.0% of portfolio
|
Q2 2024
Reduced 97.99%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
117
shares
|
$7,805
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
107
shares
|
$7,137
0.0% of portfolio
|
Q2 2024
Added 10.31%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$6,670
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
99
shares
|
$6,604
0.0% of portfolio
|
Q4 2024
Reduced 42.11%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
96
shares
|
$6,404
0.0% of portfolio
|
Q3 2024
Reduced 82.55%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
56
shares
|
$3,735
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
53
shares
|
$3,535
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
50
shares
|
$3,335
0.0% of portfolio
|
Q4 2023
Reduced 10.71%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
15
shares
|
$1,000
0.0% of portfolio
|
Q2 2024
Reduced 93.15%
|