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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
225,839
shares
|
$13.5 Million
0.0% of portfolio
|
Q4 2024
Added 16.44%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
223,962
shares
|
$13.4 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
|
$13.3 Million
7.48% of portfolio
|
Q4 2024
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
214,421
shares
|
$12.8 Million
11.1% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
213,985
shares
|
$12.8 Million
4.62% of portfolio
|
Q4 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
209,735
shares
|
$12.5 Million
2.82% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
209,338
shares
|
$12.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
206,344
shares
|
$12.3 Million
1.06% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
206,344
shares
|
$12.3 Million
1.06% of portfolio
|
Q2 2023
New holding
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
204,265
shares
|
$12.2 Million
11.4% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
202,257
shares
|
$12.1 Million
0.16% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
197,806
shares
|
$11.8 Million
0.55% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
197,658
shares
|
$11.8 Million
7.11% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
197,154
shares
|
$11.8 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
196,073
shares
|
$11.7 Million
0.04% of portfolio
|
Q4 2024
Added 9.96%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
190,729
shares
|
$11.4 Million
2.07% of portfolio
|
Q4 2024
Added 35.23%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
190,388
shares
|
$11.4 Million
8.03% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jan 23, 2025 Q4 2024 |
189,857
shares
|
$11.3 Million
7.69% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
189,244
shares
|
$11.3 Million
0.64% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
189,157
shares
|
$11.3 Million
9.35% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
188,617
shares
|
$11.2 Million
2.61% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
183,910
shares
|
$11 Million
3.58% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
173,019
shares
|
$10.3 Million
2.06% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
172,243
shares
|
$10.3 Million
0.06% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
172,198
shares
|
$10.3 Million
5.29% of portfolio
|
Q4 2024
Reduced 0.9%
|