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 |
|---|---|---|---|---|---|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
12,331
shares
|
$735,297
0.14% of portfolio
|
Q4 2024
Added 94.89%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
12,165
shares
|
$725,398
0.1% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
12,056
shares
|
$718,899
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
12,018
shares
|
$716,633
0.26% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,559
shares
|
$689,263
0.0% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Feb 25, 2025 Q4 2024 |
11,488
shares
|
$685,029
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
11,412
shares
|
$680,497
0.13% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
11,359
shares
|
$677,337
0.01% of portfolio
|
Q4 2024
Added 23.12%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
11,317
shares
|
$674,832
0.26% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
11,288
shares
|
$673,103
0.5% of portfolio
|
Q4 2023
Reduced 4.73%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
11,179
shares
|
$666,603
0.16% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
11,159
shares
|
$665,411
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
11,099
shares
|
$661,833
0.1% of portfolio
|
Q4 2024
Added 37.45%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
11,078
shares
|
$660,581
0.31% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
11,013
shares
|
$656,705
0.02% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
10,961
shares
|
$653,604
0.41% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
10,710
shares
|
$638,637
0.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
10,622
shares
|
$633,389
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
10,582
shares
|
$631,004
0.08% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
10,529
shares
|
$627,844
0.13% of portfolio
|
Q2 2024
Reduced 13.42%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
10,426
shares
|
$621,702
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
10,384
shares
|
$619,197
0.02% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
10,343
shares
|
$616,753
0.05% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,309
shares
|
$614,725
0.03% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
10,299
shares
|
$614,129
0.24% of portfolio
|
Q4 2024
Added 7.14%
|