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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
288,888
shares
|
$19.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 26.99%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
282,865
shares
|
$18.9 Million
5.53% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
282,660
shares
|
$18.9 Million
7.51% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
281,175
shares
|
$18.8 Million
9.69% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
280,296
shares
|
$18.7 Million
11.91% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
275,808
shares
|
$18.4 Million
1.2% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
271,688
shares
|
$18.1 Million
5.53% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
271,337
shares
|
$18.1 Million
0.74% of portfolio
|
Q3 2023
Reduced 1.6%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
269,391
shares
|
$18 Million
5.84% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
255,825
shares
|
$17.1 Million
12.74% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
250,598
shares
|
$16.7 Million
2.02% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
250,215
shares
|
$16.7 Million
0.71% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
248,720
shares
|
$16.6 Million
0.38% of portfolio
|
Q4 2024
Added 20.01%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
248,194
shares
|
$16.6 Million
1.43% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
239,620
shares
|
$16 Million
6.9% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
232,830
shares
|
$15.6 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
229,625
shares
|
$15.3 Million
1.21% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
228,374
shares
|
$15.3 Million
6.18% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
223,962
shares
|
$15 Million
2.82% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
223,866
shares
|
$15 Million
7.48% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
222,627
shares
|
$14.9 Million
0.0% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
222,300
shares
|
$14.8 Million
1.15% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
219,611
shares
|
$14.7 Million
0.03% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
214,421
shares
|
$14.3 Million
11.1% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
209,804
shares
|
$14 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.46%
|