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 |
|---|---|---|---|---|---|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
56,888
shares
|
$3.39 Million
2.05% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
56,840
shares
|
$3.39 Million
0.48% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
56,790
shares
|
$3.39 Million
2.29% of portfolio
|
Q1 2023
Added 42.47%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
56,574
shares
|
$3.37 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
55,548
shares
|
$3.31 Million
0.78% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
54,075
shares
|
$3.22 Million
1.21% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
53,613
shares
|
$3.2 Million
3.59% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Esg Planning
Santa Clara, CA |
Feb 12, 2025 Q4 2024 |
53,453
shares
|
$3.19 Million
2.61% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
52,865
shares
|
$3.15 Million
1.72% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
52,662
shares
|
$3.14 Million
1.72% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
52,005
shares
|
$3.1 Million
1.63% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
51,536
shares
|
$3.07 Million
0.99% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
51,096
shares
|
$3.05 Million
0.04% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
50,530
shares
|
$3.01 Million
3.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
50,351
shares
|
$3 Million
1.08% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
50,029
shares
|
$2.98 Million
0.13% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
50,027
shares
|
$2.98 Million
0.28% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
49,699
shares
|
$2.96 Million
0.09% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
49,027
shares
|
$2.92 Million
0.2% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
48,783
shares
|
$2.91 Million
1.21% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
48,650
shares
|
$2.9 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
48,614
shares
|
$2.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 26.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
47,594
shares
|
$2.84 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
47,302
shares
|
$2.82 Million
0.99% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
47,255
shares
|
$2.82 Million
1.63% of portfolio
|
Q4 2024
Added 57.28%
|