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 |
|---|---|---|---|---|---|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
20,700
shares
|
$1.23 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
20,688
shares
|
$1.23 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
20,614
shares
|
$1.23 Million
0.59% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
20,581
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
20,273
shares
|
$1.21 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
20,255
shares
|
$1.21 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,203
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
19,854
shares
|
$1.18 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
19,763
shares
|
$1.18 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
19,754
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
19,683
shares
|
$1.17 Million
0.1% of portfolio
|
Q4 2024
Added 22.64%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
19,604
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Added 167.96%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
19,316
shares
|
$1.15 Million
0.41% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
19,211
shares
|
$1.15 Million
0.76% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
19,129
shares
|
$1.14 Million
0.41% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
19,085
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2023
Reduced 0.37%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
18,985
shares
|
$1.13 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
18,929
shares
|
$1.13 Million
0.83% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
18,836
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 31.52%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
18,727
shares
|
$1.12 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
18,595
shares
|
$1.11 Million
0.35% of portfolio
|
Q4 2024
Added 27.4%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Mar 10, 2025 Q4 2024 |
18,517
shares
|
$1.1 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
18,370
shares
|
$1.1 Million
0.25% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
18,256
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
17,904
shares
|
$1.07 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.32%
|