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 789 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 $6.63 Billion.
| 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
|
$737 Million
0.84% of portfolio
|
Q4 2024
Added 18.13%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,521,408
shares
|
$419 Million
0.07% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
6,543,610
shares
|
$364 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
|
$288 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
|
$152 Million
1.82% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,571,156
shares
|
$143 Million
3.94% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
2,518,859
shares
|
$140 Million
2.45% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
2,402,548
shares
|
$134 Million
13.84% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,333,475
shares
|
$130 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
1,721,070
shares
|
$95.8 Million
1.66% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
1,420,946
shares
|
$79.1 Million
3.82% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,368,693
shares
|
$76.2 Million
0.72% of portfolio
|
Q4 2024
Added 34.31%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
1,158,703
shares
|
$64.5 Million
2.03% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,064,542
shares
|
$59.3 Million
5.04% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,053,036
shares
|
$58.6 Million
10.75% of portfolio
|
Q4 2023
Reduced 7.17%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
1,024,598
shares
|
$57 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
|
$55.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
950,167
shares
|
$52.9 Million
3.86% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
868,263
shares
|
$48.3 Million
0.02% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
866,350
shares
|
$48.2 Million
8.28% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
854,067
shares
|
$47.6 Million
7.08% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
850,527
shares
|
$47.4 Million
4.02% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
795,819
shares
|
$44.3 Million
0.13% of portfolio
|
Q4 2024
Reduced 38.43%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
785,771
shares
|
$43.8 Million
0.03% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
776,543
shares
|
$43.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.9%
|