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 734 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $7.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,594
shares
|
$173,253
0.0% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
2,551
shares
|
$170,381
0.06% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
2,305
shares
|
$153,950
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,251
shares
|
$150,344
0.02% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
2,209
shares
|
$147,539
0.06% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,183
shares
|
$145,802
0.0% of portfolio
|
Q4 2024
Added 57.85%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
2,145
shares
|
$143,264
0.06% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
2,050
shares
|
$136,919
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,945
shares
|
$129,906
0.01% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1,842
shares
|
$123,027
0.02% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,775
shares
|
$118,552
0.0% of portfolio
|
Q3 2024
Added 119.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,749
shares
|
$116,815
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
1,747
shares
|
$116,682
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,740
shares
|
$116,214
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
1,706
shares
|
$113,943
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,692
shares
|
$113,008
0.02% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,664
shares
|
$111,138
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
1,662
shares
|
$111,004
0.01% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,645
shares
|
$109,869
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,645
shares
|
$109,869
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
1,552
shares
|
$103,658
0.08% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
1,518
shares
|
$101,387
0.01% of portfolio
|
Q1 2024
Reduced 5.13%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
1,499
shares
|
$100,118
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,365
shares
|
$91,168
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,353
shares
|
$90,366
0.0% of portfolio
|
Q4 2023
Added 11.27%
|