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 |
|---|---|---|---|---|---|
|
Atlas Wealth LLC
Cincinnati, OH |
Feb 11, 2025 Q4 2024 |
6,245
shares
|
$372,389
0.23% of portfolio
|
Q3 2024
Reduced 23.24%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
6,243
shares
|
$372,270
0.28% of portfolio
|
Q3 2024
Added 35.39%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
6,232
shares
|
$371,614
0.17% of portfolio
|
Q4 2024
Added 87.32%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
6,221
shares
|
$370,958
0.06% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
6,158
shares
|
$367,201
0.12% of portfolio
|
Q3 2022
Reduced 4.65%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
6,127
shares
|
$365,353
0.02% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
6,121
shares
|
$364,995
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
6,076
shares
|
$362,311
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,045
shares
|
$360,463
0.03% of portfolio
|
Q4 2023
Reduced 16.7%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,964
shares
|
$355,633
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
5,872
shares
|
$350,147
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
5,813
shares
|
$346,629
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
5,777
shares
|
$344,482
0.0% of portfolio
|
Q4 2024
Added 62.64%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
5,769
shares
|
$344,005
0.08% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
5,720
shares
|
$341,083
0.25% of portfolio
|
Q4 2023
Reduced 13.73%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
5,704
shares
|
$340,129
0.08% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
5,646
shares
|
$336,670
0.04% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
5,634
shares
|
$335,955
0.09% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
5,632
shares
|
$335,836
0.03% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
5,627
shares
|
$335,538
0.15% of portfolio
|
Q4 2024
Added 22.78%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
5,611
shares
|
$334,583
0.23% of portfolio
|
Q4 2024
Added 21.16%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,599
shares
|
$333,868
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
5,592
shares
|
$333,450
0.01% of portfolio
|
Q3 2024
Reduced 30.17%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
5,568
shares
|
$332,019
0.12% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
5,525
shares
|
$329,455
0.01% of portfolio
|
Q4 2024
Added 17.03%
|