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 |
---|---|---|---|---|---|
Discipline Wealth Solutions, LLC
Greenville, SC |
Aug 07, 2024 Q2 2024 |
51,718
shares
|
$3.35 Million
2.45% of portfolio
|
Q2 2024
Added 19.41%
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 17, 2024 Q2 2024 |
51,572
shares
|
$3.34 Million
1.96% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
Investment Advisory Group, LLC
|
Jul 31, 2024 Q2 2024 |
51,534
shares
|
$3.34 Million
1.22% of portfolio
|
Q2 2024
Added 0.29%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
50,910
shares
|
$3.29 Million
1.11% of portfolio
|
Q2 2024
Added 3.93%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
50,106
shares
|
$3.24 Million
0.26% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
Dbk Financial Counsel, LLC
|
Jul 10, 2024 Q2 2024 |
49,784
shares
|
$3.22 Million
3.32% of portfolio
|
Q2 2024
Added 11.56%
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Aug 01, 2024 Q2 2024 |
49,379
shares
|
$3.2 Million
0.74% of portfolio
|
Q2 2024
Added 1.17%
|
|
Esg Planning
Santa Clara, CA |
Jul 30, 2024 Q2 2024 |
48,921
shares
|
$3.17 Million
2.95% of portfolio
|
Q2 2024
Added 161.53%
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 19, 2024 Q2 2024 |
48,762
shares
|
$3.16 Million
1.64% of portfolio
|
Q2 2024
Added 37.1%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
48,158
shares
|
$3.12 Million
0.1% of portfolio
|
Q2 2024
Added 0.48%
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 11, 2024 Q2 2024 |
47,334
shares
|
$3.06 Million
1.52% of portfolio
|
Q2 2024
Added 2.94%
|
|
Financial Connections Group, Inc.
|
Jul 26, 2024 Q2 2024 |
45,981
shares
|
$2.98 Million
1.43% of portfolio
|
Q2 2024
Reduced 4.27%
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Aug 05, 2024 Q2 2024 |
45,764
shares
|
$2.96 Million
0.68% of portfolio
|
Q1 2024
Added 1.84%
|
|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
45,645
shares
|
$2.95 Million
0.12% of portfolio
|
Q2 2024
Added 15.85%
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 25, 2024 Q2 2024 |
45,557
shares
|
$2.95 Million
0.59% of portfolio
|
Q2 2024
Added 16.53%
|
|
Rs Crum Inc.
|
Aug 08, 2024 Q2 2024 |
45,245
shares
|
$2.93 Million
0.74% of portfolio
|
Q2 2024
Added 0.01%
|
|
Helen Stephens Group, LLC
|
Jul 10, 2024 Q2 2024 |
44,939
shares
|
$2.91 Million
0.94% of portfolio
|
Q2 2024
Added 34.43%
|
|
Wade Financial Advisory, Inc
|
Jul 25, 2024 Q2 2024 |
44,053
shares
|
$2.85 Million
0.95% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
43,669
shares
|
$2.83 Million
0.18% of portfolio
|
Q2 2024
Added 5.86%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
42,157
shares
|
$2.73 Million
0.1% of portfolio
|
Q2 2024
Added 0.87%
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 31, 2024 Q2 2024 |
41,513
shares
|
$2.69 Million
1.34% of portfolio
|
Q2 2024
Added 7.42%
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2024 Q2 2024 |
41,037
shares
|
$2.66 Million
0.94% of portfolio
|
Q2 2024
Reduced 3.78%
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jul 16, 2024 Q2 2024 |
40,394
shares
|
$2.61 Million
0.66% of portfolio
|
Q2 2024
Added 8.7%
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jul 29, 2024 Q2 2024 |
40,291
shares
|
$2.61 Million
0.56% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jul 29, 2024 Q2 2024 |
39,634
shares
|
$2.57 Million
0.98% of portfolio
|
Q2 2024
Added 48.06%
|