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 Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
7,129
shares
|
$425,102
0.33% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
7,107
shares
|
$423,790
0.16% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
7,000
shares
|
$417,410
0.05% of portfolio
|
Q1 2024
Reduced 7.76%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
6,976
shares
|
$415,978
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
6,830
shares
|
$407,272
0.53% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
6,788
shares
|
$404,768
0.04% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
6,770
shares
|
$403,695
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
6,735
shares
|
$401,608
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
6,711
shares
|
$400,176
0.05% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
6,706
shares
|
$399,878
0.01% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
6,677
shares
|
$398,149
0.01% of portfolio
|
Q4 2024
Added 68.87%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
6,670
shares
|
$397,732
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
6,662
shares
|
$397,255
0.0% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
6,643
shares
|
$396,122
0.02% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
6,634
shares
|
$395,585
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
6,626
shares
|
$395,108
0.11% of portfolio
|
Q4 2024
Added 24.74%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
6,607
shares
|
$393,975
0.01% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
6,599
shares
|
$393,498
0.12% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
6,573
shares
|
$391,947
0.15% of portfolio
|
Q1 2024
Reduced 16.87%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,508
shares
|
$388,072
0.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
6,500
shares
|
$387,595
0.33% of portfolio
|
Q2 2022
Added 4.84%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
6,471
shares
|
$385,865
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
6,445
shares
|
$384,315
0.18% of portfolio
|
Q4 2023
Reduced 1.38%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
6,410
shares
|
$382,228
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
6,352
shares
|
$378,769
0.05% of portfolio
|
Q4 2024
Reduced 0.47%
|