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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
25,923
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
25,574
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
25,239
shares
|
$1.51 Million
0.78% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
24,956
shares
|
$1.49 Million
0.4% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
24,934
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
24,393
shares
|
$1.45 Million
0.95% of portfolio
|
Q1 2024
Added 35.26%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
24,018
shares
|
$1.43 Million
0.25% of portfolio
|
Q4 2024
Added 48.43%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
23,958
shares
|
$1.43 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
23,448
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
22,837
shares
|
$1.36 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
22,834
shares
|
$1.36 Million
0.77% of portfolio
|
Q2 2024
Added 5.32%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
22,790
shares
|
$1.36 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
22,777
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
22,178
shares
|
$1.32 Million
0.46% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
22,089
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Added 66.9%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
22,038
shares
|
$1.31 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
21,918
shares
|
$1.31 Million
0.12% of portfolio
|
Q4 2024
Added 268.37%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
21,827
shares
|
$1.3 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
21,805
shares
|
$1.3 Million
0.35% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
21,665
shares
|
$1.29 Million
0.61% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,563
shares
|
$1.29 Million
0.24% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Feb 13, 2025 Q4 2024 |
21,414
shares
|
$1.28 Million
0.71% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
21,354
shares
|
$1.27 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
21,054
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
20,908
shares
|
$1.25 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.66%
|