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 713 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $7.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
157,185
shares
|
$10.6 Million
3.96% of portfolio
|
Q4 2024
Added 21.92%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
155,674
shares
|
$10.5 Million
0.34% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
152,721
shares
|
$10.3 Million
4.09% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
152,246
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2024
Added 82.33%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
148,616
shares
|
$10 Million
1.17% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
147,867
shares
|
$9.95 Million
0.02% of portfolio
|
Q3 2024
Added 13.06%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
147,219
shares
|
$9.9 Million
3.09% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
146,949
shares
|
$9.89 Million
0.99% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
145,822
shares
|
$9.81 Million
0.64% of portfolio
|
Q3 2022
Added 61.38%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
142,945
shares
|
$9.62 Million
4.51% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
142,852
shares
|
$9.61 Million
5.96% of portfolio
|
Q4 2023
Added 3.54%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
141,545
shares
|
$9.52 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
141,515
shares
|
$9.52 Million
4.83% of portfolio
|
Q3 2024
Added 53.78%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
141,019
shares
|
$9.49 Million
2.64% of portfolio
|
Q3 2024
Added 1232.5%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
138,712
shares
|
$9.33 Million
6.43% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
137,734
shares
|
$9.27 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
137,608
shares
|
$9.26 Million
3.9% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
136,000
shares
|
$9.15 Million
1.97% of portfolio
|
Q4 2023
Added 4.35%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
131,091
shares
|
$8.82 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
130,317
shares
|
$8.77 Million
0.27% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
129,152
shares
|
$8.69 Million
0.16% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
127,951
shares
|
$8.61 Million
4.28% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
126,154
shares
|
$8.49 Million
0.05% of portfolio
|
Q3 2024
Reduced 46.87%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
125,856
shares
|
$8.47 Million
0.55% of portfolio
|
Q3 2023
Reduced 1.99%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
125,193
shares
|
$8.42 Million
1.89% of portfolio
|
Q4 2024
Added 4.15%
|