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 |
---|---|---|---|---|---|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
4,238
shares
|
$252,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
4,224
shares
|
$251,877
0.02% of portfolio
|
Q4 2024
Added 4.71%
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,215
shares
|
$251,340
0.16% of portfolio
|
Q4 2024
Added 0.24%
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,139
shares
|
$246,808
0.07% of portfolio
|
Q4 2024
New holding
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
4,110
shares
|
$245,079
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,099
shares
|
$244,423
0.02% of portfolio
|
Q2 2024
Added 11.63%
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
4,034
shares
|
$240,547
0.14% of portfolio
|
Q4 2022
New holding
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,975
shares
|
$237,029
0.01% of portfolio
|
Q4 2024
New holding
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
3,971
shares
|
$236,790
0.01% of portfolio
|
Q4 2024
New holding
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
3,945
shares
|
$235,240
0.0% of portfolio
|
Q2 2024
Reduced 17.57%
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
3,944
shares
|
$235,180
0.15% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,904
shares
|
$232,795
0.01% of portfolio
|
Q4 2024
New holding
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,891
shares
|
$232,020
0.0% of portfolio
|
Q1 2022
Added 0.13%
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
3,886
shares
|
$231,722
0.04% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
3,882
shares
|
$231,483
0.22% of portfolio
|
Q4 2024
Added 0.03%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,864
shares
|
$230,410
0.0% of portfolio
|
Q3 2023
New holding
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
3,819
shares
|
$227,726
0.0% of portfolio
|
Q4 2024
Added 89.34%
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
3,819
shares
|
$227,726
0.19% of portfolio
|
Q4 2024
New holding
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
3,716
shares
|
$221,585
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,708
shares
|
$221,108
0.05% of portfolio
|
Q4 2024
Added 0.11%
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
3,676
shares
|
$219,199
0.04% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
3,670
shares
|
$218,842
0.04% of portfolio
|
Q4 2024
Added 0.27%
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
3,643
shares
|
$217,232
0.18% of portfolio
|
Q4 2024
New holding
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
3,626
shares
|
$216,218
0.05% of portfolio
|
Q4 2024
New holding
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
3,545
shares
|
$211,388
0.02% of portfolio
|
Q4 2024
Added 0.11%
|