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 784 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $7.27 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
|
$4.28 Million
3.74% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
69,100
shares
|
$4.23 Million
2.25% of portfolio
|
Q4 2024
Reduced 14.99%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
68,917
shares
|
$4.22 Million
2.53% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
68,127
shares
|
$4.17 Million
2.33% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jan 28, 2025 Q4 2024 |
67,988
shares
|
$4.16 Million
6.0% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
67,592
shares
|
$4.14 Million
2.13% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
66,955
shares
|
$4.1 Million
0.8% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
66,939
shares
|
$4.1 Million
0.58% of portfolio
|
Q4 2024
Reduced 24.97%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
64,937
shares
|
$3.97 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
64,544
shares
|
$3.95 Million
3.5% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
63,387
shares
|
$3.88 Million
1.92% of portfolio
|
Q4 2024
Added 14.39%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
63,360
shares
|
$3.88 Million
0.01% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
63,176
shares
|
$3.87 Million
0.4% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
61,938
shares
|
$3.79 Million
4.46% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
61,921
shares
|
$3.79 Million
1.28% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
61,293
shares
|
$3.75 Million
19.3% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
60,907
shares
|
$3.73 Million
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
60,750
shares
|
$3.72 Million
0.96% of portfolio
|
Q4 2022
Reduced 1.14%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
60,748
shares
|
$3.72 Million
1.8% of portfolio
|
Q4 2024
Added 24.88%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
60,696
shares
|
$3.71 Million
0.18% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jan 28, 2025 Q4 2024 |
58,992
shares
|
$3.61 Million
2.54% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
58,899
shares
|
$3.6 Million
1.88% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
58,215
shares
|
$3.56 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
57,838
shares
|
$3.54 Million
0.03% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Iron Bridge Private Wealth, LLC
|
Feb 13, 2025 Q4 2024 |
57,021
shares
|
$3.49 Million
1.43% of portfolio
|
Q4 2024
Reduced 2.75%
|