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 |
|---|---|---|---|---|---|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
142,264
shares
|
$8.48 Million
4.78% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
137,734
shares
|
$8.21 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
137,608
shares
|
$8.21 Million
3.9% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
137,307
shares
|
$8.19 Million
6.05% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
136,385
shares
|
$8.13 Million
7.87% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
136,018
shares
|
$8.11 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
136,000
shares
|
$8.11 Million
1.97% of portfolio
|
Q4 2023
Added 4.35%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
132,539
shares
|
$7.9 Million
0.02% of portfolio
|
Q4 2024
Added 101.09%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
131,685
shares
|
$7.85 Million
6.56% of portfolio
|
Q4 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
131,091
shares
|
$7.82 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
130,317
shares
|
$7.77 Million
0.27% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
127,951
shares
|
$7.63 Million
4.28% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
127,496
shares
|
$7.6 Million
4.28% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
126,713
shares
|
$7.56 Million
4.0% of portfolio
|
Q4 2024
Added 19.91%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
125,856
shares
|
$7.5 Million
0.55% of portfolio
|
Q3 2023
Reduced 1.99%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
125,193
shares
|
$7.47 Million
1.89% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
125,065
shares
|
$7.46 Million
0.11% of portfolio
|
Q4 2024
Added 1105.56%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
124,562
shares
|
$7.43 Million
2.56% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
122,952
shares
|
$7.33 Million
2.65% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Tfo Tdc, LLC
|
Feb 07, 2025 Q4 2024 |
122,577
shares
|
$7.31 Million
3.79% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
120,980
shares
|
$7.21 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
118,601
shares
|
$7.07 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
117,373
shares
|
$7 Million
0.0% of portfolio
|
Q4 2024
Added 42.73%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
117,353
shares
|
$7 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.64%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
115,767
shares
|
$6.9 Million
5.1% of portfolio
|
Q4 2024
Reduced 2.42%
|