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 |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
94,290
shares
|
$5.62 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
94,222
shares
|
$5.62 Million
4.34% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
91,272
shares
|
$5.44 Million
4.23% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
90,748
shares
|
$5.41 Million
0.02% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
90,349
shares
|
$5.39 Million
5.16% of portfolio
|
Q4 2024
New holding
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
90,037
shares
|
$5.37 Million
3.98% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
89,956
shares
|
$5.36 Million
0.21% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
87,603
shares
|
$5.22 Million
1.34% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
86,181
shares
|
$5.14 Million
2.03% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
85,739
shares
|
$5.11 Million
0.22% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
85,287
shares
|
$5.09 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
83,732
shares
|
$4.99 Million
0.03% of portfolio
|
Q4 2024
Added 16.55%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
83,564
shares
|
$4.98 Million
0.88% of portfolio
|
Q4 2024
Reduced 8.1%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
80,259
shares
|
$4.79 Million
0.76% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Feb 13, 2025 Q4 2024 |
79,722
shares
|
$4.75 Million
4.34% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
78,770
shares
|
$4.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
78,236
shares
|
$4.67 Million
4.13% of portfolio
|
Q4 2024
Added 13.77%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
77,904
shares
|
$4.65 Million
2.54% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
76,919
shares
|
$4.59 Million
0.87% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
76,418
shares
|
$4.56 Million
1.08% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
75,836
shares
|
$4.52 Million
2.31% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jan 31, 2025 Q4 2024 |
73,970
shares
|
$4.41 Million
2.33% of portfolio
|
Q4 2024
Added 26.82%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
72,746
shares
|
$4.34 Million
1.22% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
71,649
shares
|
$4.27 Million
0.28% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
71,394
shares
|
$4.26 Million
2.34% of portfolio
|
Q4 2024
New holding
|