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 662 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $6.73 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
11,340,947
shares
|
$734 Million
0.73% of portfolio
|
Q2 2024
Added 5.73%
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
6,970,103
shares
|
$451 Million
0.07% of portfolio
|
Q2 2024
Added 13.38%
|
|
Index Fund Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
6,719,714
shares
|
$435 Million
23.41% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
4,445,638
shares
|
$288 Million
0.02% of portfolio
|
Q2 2024
Added 4.68%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,724,127
shares
|
$176 Million
1.82% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Aug 07, 2024 Q2 2024 |
2,703,619
shares
|
$175 Million
2.54% of portfolio
|
Q1 2024
Added 13.99%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
2,369,718
shares
|
$153 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
Tci Wealth Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
2,257,202
shares
|
$146 Million
13.45% of portfolio
|
Q2 2024
Added 4.6%
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
1,818,077
shares
|
$118 Million
3.11% of portfolio
|
Q2 2024
Added 55.77%
|
|
Financial Counselors Inc
|
Aug 01, 2024 Q2 2024 |
1,563,976
shares
|
$101 Million
1.52% of portfolio
|
Q2 2024
Added 4.78%
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
1,464,772
shares
|
$94.8 Million
3.83% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
1,334,224
shares
|
$86.4 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,062,663
shares
|
$68.8 Million
0.1% of portfolio
|
Q2 2024
Reduced 4.29%
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,053,036
shares
|
$68.2 Million
10.75% of portfolio
|
Q4 2023
Reduced 7.17%
|
|
Sageworth Trust CO
|
Jul 16, 2024 Q2 2024 |
1,009,170
shares
|
$65.3 Million
3.85% of portfolio
|
Q2 2024
Added 2.57%
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
988,699
shares
|
$64 Million
1.81% of portfolio
|
Q2 2024
Added 2.49%
|
|
Evanson Asset Management, LLC
|
Jul 12, 2024 Q2 2024 |
955,171
shares
|
$61.8 Million
4.53% of portfolio
|
Q2 2024
Added 4.31%
|
|
First Command Advisory Services, Inc.
|
Jul 26, 2024 Q2 2024 |
926,326
shares
|
$60 Million
0.58% of portfolio
|
Q2 2024
Added 2.47%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 31, 2024 Q2 2024 |
868,982
shares
|
$56.2 Million
7.83% of portfolio
|
Q2 2024
Added 3.44%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
841,741
shares
|
$54.5 Million
0.5% of portfolio
|
Q2 2024
Reduced 13.49%
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 22, 2024 Q2 2024 |
802,830
shares
|
$52 Million
8.06% of portfolio
|
Q2 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
754,028
shares
|
$48.8 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 30, 2024 Q2 2024 |
724,493
shares
|
$46.9 Million
7.52% of portfolio
|
Q2 2024
Added 0.1%
|
|
Vista Wealth Management Group, LLC
|
Jul 30, 2024 Q2 2024 |
713,921
shares
|
$46.2 Million
3.25% of portfolio
|
Q2 2024
Added 3.42%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
707,018
shares
|
$45.8 Million
0.02% of portfolio
|
Q2 2024
Added 11.37%
|