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 |
|---|---|---|---|---|---|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
69,879
shares
|
$4.7 Million
3.74% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
69,100
shares
|
$4.65 Million
2.25% of portfolio
|
Q4 2024
Reduced 14.99%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
68,917
shares
|
$4.64 Million
2.53% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
68,765
shares
|
$4.63 Million
3.81% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
68,127
shares
|
$4.58 Million
2.33% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jan 28, 2025 Q4 2024 |
67,988
shares
|
$4.57 Million
6.0% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
66,955
shares
|
$4.5 Million
0.8% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
65,909
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
65,856
shares
|
$4.43 Million
0.12% of portfolio
|
Q3 2024
Added 56.22%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Oct 30, 2024 Q3 2024 |
65,676
shares
|
$4.42 Million
16.52% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
65,206
shares
|
$4.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.04%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
64,937
shares
|
$4.37 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
64,544
shares
|
$4.34 Million
3.5% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
60,750
shares
|
$4.09 Million
0.96% of portfolio
|
Q4 2022
Reduced 1.14%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
60,748
shares
|
$4.09 Million
1.8% of portfolio
|
Q4 2024
Added 24.88%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
60,522
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 83.65%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
60,267
shares
|
$4.05 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
59,715
shares
|
$4.02 Million
2.13% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
59,175
shares
|
$3.98 Million
2.55% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jan 28, 2025 Q4 2024 |
58,992
shares
|
$3.97 Million
2.54% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
58,899
shares
|
$3.96 Million
1.88% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
58,672
shares
|
$3.95 Million
0.26% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
58,636
shares
|
$3.95 Million
1.5% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
58,603
shares
|
$3.94 Million
1.13% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 04, 2024 Q3 2024 |
58,329
shares
|
$3.92 Million
1.89% of portfolio
|
Q3 2024
Added 49.51%
|