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 792 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 $6.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
13,243,407
shares
|
$749 Million
0.84% of portfolio
|
Q4 2024
Added 18.13%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,521,408
shares
|
$426 Million
0.07% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
6,543,610
shares
|
$370 Million
23.7% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,171,866
shares
|
$293 Million
0.03% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,724,127
shares
|
$154 Million
1.82% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,658,922
shares
|
$150 Million
3.43% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
2,518,859
shares
|
$143 Million
2.45% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
2,462,758
shares
|
$139 Million
12.74% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,333,475
shares
|
$132 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
1,721,070
shares
|
$97.4 Million
1.66% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
1,420,946
shares
|
$80.4 Million
3.82% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,368,693
shares
|
$77.4 Million
0.72% of portfolio
|
Q4 2024
Added 34.31%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
1,158,703
shares
|
$65.6 Million
2.03% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,075,829
shares
|
$60.9 Million
4.84% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,053,036
shares
|
$59.6 Million
10.75% of portfolio
|
Q4 2023
Reduced 7.17%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
1,024,598
shares
|
$58 Million
0.63% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,001,935
shares
|
$56.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
950,167
shares
|
$53.8 Million
3.86% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
888,703
shares
|
$50.3 Million
7.62% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
868,263
shares
|
$49.1 Million
0.02% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
854,067
shares
|
$48.3 Million
7.08% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
848,148
shares
|
$48 Million
3.34% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
795,819
shares
|
$45 Million
0.13% of portfolio
|
Q4 2024
Reduced 38.43%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
788,381
shares
|
$44.6 Million
3.21% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
785,771
shares
|
$44.5 Million
0.03% of portfolio
|
Q4 2024
Added 4.26%
|