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 |
---|---|---|---|---|---|
Five Oceans Advisors
|
Jul 10, 2024 Q2 2024 |
33,513
shares
|
$2.17 Million
1.17% of portfolio
|
Q2 2024
Reduced 11.91%
|
|
Axiom Advisory, LLC
San Diego, CA |
Aug 13, 2024 Q2 2024 |
33,140
shares
|
$2.14 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2024 Q2 2024 |
33,138
shares
|
$2.14 Million
0.75% of portfolio
|
Q2 2024
Added 10.22%
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 17, 2024 Q2 2024 |
32,915
shares
|
$2.13 Million
1.02% of portfolio
|
Q2 2024
Added 20.92%
|
|
Resonant Capital Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
32,875
shares
|
$2.13 Million
0.16% of portfolio
|
Q2 2024
Added 0.07%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
32,536
shares
|
$2.11 Million
0.03% of portfolio
|
Q1 2024
Added 14.27%
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
32,510
shares
|
$2.1 Million
0.04% of portfolio
|
Q2 2024
Reduced 31.61%
|
|
Hemington Wealth Management
|
Aug 01, 2024 Q2 2024 |
32,416
shares
|
$2.1 Million
0.66% of portfolio
|
Q1 2022
New holding
|
|
Retirement Guys Formula LLC
|
Aug 01, 2024 Q2 2024 |
31,367
shares
|
$2.03 Million
0.92% of portfolio
|
Q2 2024
Reduced 8.72%
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 18, 2024 Q2 2024 |
31,097
shares
|
$2.01 Million
1.26% of portfolio
|
Q2 2024
Added 50.46%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
29,786
shares
|
$1.93 Million
0.05% of portfolio
|
Q2 2024
Added 33.37%
|
|
Pettinga Financial Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
29,666
shares
|
$1.92 Million
0.45% of portfolio
|
Q2 2024
Added 12.24%
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Aug 12, 2024 Q2 2024 |
29,501
shares
|
$1.91 Million
1.44% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
29,322
shares
|
$1.9 Million
0.14% of portfolio
|
Q2 2024
Reduced 6.59%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
28,759
shares
|
$1.86 Million
0.09% of portfolio
|
Q2 2024
Added 3.39%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
28,756
shares
|
$1.86 Million
0.16% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
28,405
shares
|
$1.84 Million
0.2% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
28,100
shares
|
$1.82 Million
0.02% of portfolio
|
Q2 2024
Added 8.54%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
27,869
shares
|
$1.8 Million
0.08% of portfolio
|
Q2 2024
Added 504.4%
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 23, 2024 Q2 2024 |
27,823
shares
|
$1.8 Million
1.29% of portfolio
|
Q2 2024
New holding
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Aug 14, 2024 Q2 2024 |
25,854
shares
|
$1.67 Million
0.18% of portfolio
|
Q2 2024
Added 0.04%
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
25,743
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.93%
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jul 16, 2024 Q2 2024 |
25,405
shares
|
$1.64 Million
1.24% of portfolio
|
Q2 2024
New holding
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
24,393
shares
|
$1.58 Million
0.95% of portfolio
|
Q1 2024
Added 35.26%
|
|
Awm Capital, LLC
|
Aug 12, 2024 Q2 2024 |
24,246
shares
|
$1.57 Million
0.29% of portfolio
|
Q1 2024
Reduced 2.81%
|