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 $7.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
3,088
shares
|
$189,232
0.0% of portfolio
|
Q4 2024
Reduced 86.74%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
3,071
shares
|
$188,190
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,048
shares
|
$186,781
0.0% of portfolio
|
Q4 2024
Added 123.3%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
3,003
shares
|
$184,023
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,980
shares
|
$182,614
0.0% of portfolio
|
Q3 2024
Added 268.81%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
2,852
shares
|
$174,770
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
2,827
shares
|
$173,238
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,770
shares
|
$169,745
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
2,689
shares
|
$164,781
0.09% of portfolio
|
Q3 2023
Reduced 1.68%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,610
shares
|
$159,940
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,594
shares
|
$158,960
0.0% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
2,551
shares
|
$156,325
0.06% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
2,384
shares
|
$146,091
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
2,305
shares
|
$141,250
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
2,251
shares
|
$137,941
0.02% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,183
shares
|
$133,774
0.0% of portfolio
|
Q4 2024
Added 57.85%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
2,157
shares
|
$132,180
0.05% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
2,145
shares
|
$131,445
0.06% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
2,050
shares
|
$125,624
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,945
shares
|
$119,189
0.01% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1,842
shares
|
$112,877
0.02% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,775
shares
|
$108,772
0.0% of portfolio
|
Q3 2024
Added 119.14%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
1,747
shares
|
$107,056
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,740
shares
|
$106,627
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,722
shares
|
$105,524
0.0% of portfolio
|
Q4 2024
New holding
|