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 |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
15,141
shares
|
$902,857
0.0% of portfolio
|
Q4 2024
Added 100.86%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
15,085
shares
|
$899,518
0.04% of portfolio
|
Q3 2024
Added 24.44%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
14,676
shares
|
$875,129
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
14,530
shares
|
$866,423
0.0% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
14,332
shares
|
$854,617
0.05% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
14,295
shares
|
$852,410
0.26% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
14,235
shares
|
$848,833
0.48% of portfolio
|
Q4 2024
Reduced 19.84%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
14,231
shares
|
$848,594
0.09% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
14,091
shares
|
$840,246
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
14,032
shares
|
$836,728
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
13,952
shares
|
$831,957
0.1% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
13,813
shares
|
$823,669
0.35% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
13,689
shares
|
$816,275
0.11% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
13,622
shares
|
$812,279
0.02% of portfolio
|
Q3 2022
Added 140.5%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
13,598
shares
|
$810,848
0.14% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
13,502
shares
|
$805,124
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
13,196
shares
|
$786,877
0.31% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
13,170
shares
|
$785,327
0.38% of portfolio
|
Q4 2024
Added 13.25%
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
13,094
shares
|
$780,795
0.29% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
13,023
shares
|
$776,561
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
12,915
shares
|
$770,121
0.02% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
12,908
shares
|
$769,704
0.17% of portfolio
|
Q4 2024
Added 20.68%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
12,738
shares
|
$759,566
0.2% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
12,656
shares
|
$754,677
0.06% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
12,521
shares
|
$746,627
0.32% of portfolio
|
Q4 2024
Reduced 38.08%
|