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 |
|---|---|---|---|---|---|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
10,293
shares
|
$613,771
0.1% of portfolio
|
Q4 2024
Reduced 28.7%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
10,189
shares
|
$607,570
0.03% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
9,996
shares
|
$596,061
0.75% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
9,962
shares
|
$594,034
0.25% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
9,895
shares
|
$590,038
0.21% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
9,838
shares
|
$586,639
0.04% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,744
shares
|
$581,034
0.21% of portfolio
|
Q1 2023
Added 9.54%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
9,689
shares
|
$577,755
0.1% of portfolio
|
Q4 2024
Added 265.07%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
9,681
shares
|
$577,278
0.21% of portfolio
|
Q4 2024
Added 26.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
9,568
shares
|
$570,539
0.02% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
9,559
shares
|
$570,003
0.4% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
9,556
shares
|
$569,824
0.01% of portfolio
|
Q3 2024
Reduced 21.33%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
9,358
shares
|
$558,017
0.43% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
9,328
shares
|
$556,228
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
9,323
shares
|
$555,930
0.02% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
9,275
shares
|
$553,068
0.24% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
9,269
shares
|
$552,710
0.1% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,026
shares
|
$538,220
0.01% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
8,993
shares
|
$536,252
0.28% of portfolio
|
Q2 2023
Added 0.97%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
8,952
shares
|
$533,807
0.02% of portfolio
|
Q3 2024
Added 27.58%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
8,943
shares
|
$533,271
0.0% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Peavine Capital, LLC
|
Jan 23, 2025 Q4 2024 |
8,891
shares
|
$530,170
0.15% of portfolio
|
Q4 2023
Reduced 31.1%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
8,799
shares
|
$524,684
0.17% of portfolio
|
Q2 2021
New holding
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
8,761
shares
|
$522,418
0.19% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,743
shares
|
$521,345
0.15% of portfolio
|
Q4 2024
New holding
|