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 |
|---|---|---|---|---|---|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
33,593
shares
|
$2 Million
0.16% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
32,757
shares
|
$1.95 Million
0.11% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
31,990
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
31,568
shares
|
$1.88 Million
1.04% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
31,550
shares
|
$1.88 Million
1.22% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
29,511
shares
|
$1.76 Million
0.48% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
29,261
shares
|
$1.74 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
29,252
shares
|
$1.74 Million
0.21% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
29,188
shares
|
$1.74 Million
0.13% of portfolio
|
Q4 2024
Added 14.49%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
29,102
shares
|
$1.74 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
28,757
shares
|
$1.71 Million
0.09% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
28,756
shares
|
$1.71 Million
0.16% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
28,756
shares
|
$1.71 Million
0.83% of portfolio
|
Q4 2024
Added 62.48%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
28,682
shares
|
$1.71 Million
0.13% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
28,543
shares
|
$1.7 Million
0.56% of portfolio
|
Q1 2023
Added 9.24%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
28,382
shares
|
$1.69 Million
0.98% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
28,011
shares
|
$1.67 Million
0.28% of portfolio
|
Q4 2024
Reduced 49.86%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
28,004
shares
|
$1.67 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
27,953
shares
|
$1.67 Million
0.55% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
27,389
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
27,154
shares
|
$1.62 Million
0.08% of portfolio
|
Q4 2024
Reduced 20.38%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Mar 06, 2025 Q4 2024 |
26,455
shares
|
$1.58 Million
1.72% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
26,379
shares
|
$1.57 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
26,222
shares
|
$1.56 Million
0.51% of portfolio
|
Q4 2024
Reduced 52.08%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
26,187
shares
|
$1.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.3%
|