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 705 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $7.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
417,338
shares
|
$28.3 Million
9.04% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
408,939
shares
|
$27.7 Million
0.06% of portfolio
|
Q3 2024
Added 33.23%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
399,258
shares
|
$27 Million
0.33% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
376,776
shares
|
$25.5 Million
2.33% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
376,029
shares
|
$25.5 Million
0.03% of portfolio
|
Q3 2024
Added 18.37%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
373,618
shares
|
$25.3 Million
3.26% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
369,982
shares
|
$25 Million
0.12% of portfolio
|
Q2 2023
Reduced 79.57%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
364,045
shares
|
$24.6 Million
0.11% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
359,554
shares
|
$24.3 Million
6.92% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
357,009
shares
|
$24.2 Million
0.54% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
354,963
shares
|
$24 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
351,404
shares
|
$23.8 Million
0.14% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
345,606
shares
|
$23.4 Million
4.13% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
343,192
shares
|
$23.2 Million
13.15% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
334,288
shares
|
$22.6 Million
0.04% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
310,231
shares
|
$21 Million
3.53% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
307,677
shares
|
$20.8 Million
0.55% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
299,129
shares
|
$20.3 Million
6.16% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
297,854
shares
|
$20.2 Million
4.08% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
297,419
shares
|
$20.1 Million
2.56% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
291,959
shares
|
$19.8 Million
5.16% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
288,888
shares
|
$19.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 26.99%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
282,865
shares
|
$19.1 Million
5.53% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
280,296
shares
|
$19 Million
11.91% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
273,755
shares
|
$18.5 Million
1.67% of portfolio
|
Q3 2024
Added 0.61%
|