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 686 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $7.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
21,152
shares
|
$1.42 Million
0.6% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
21,047
shares
|
$1.42 Million
0.59% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
20,826
shares
|
$1.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
20,700
shares
|
$1.39 Million
0.33% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
20,401
shares
|
$1.37 Million
0.16% of portfolio
|
Q3 2024
Reduced 21.09%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
20,221
shares
|
$1.36 Million
0.51% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,203
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
20,158
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
20,138
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
19,938
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2024
Added 19.57%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
19,924
shares
|
$1.34 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
19,900
shares
|
$1.34 Million
0.61% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
19,890
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2024
Reduced 65.38%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
19,604
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2024
Added 167.96%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
19,467
shares
|
$1.31 Million
1.83% of portfolio
|
Q3 2024
Reduced 97.58%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
19,232
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
19,085
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2023
Reduced 0.37%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
18,950
shares
|
$1.27 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
18,877
shares
|
$1.27 Million
0.88% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
18,845
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Added 37.81%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
18,606
shares
|
$1.25 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 08, 2024 Q3 2024 |
18,538
shares
|
$1.25 Million
0.27% of portfolio
|
Q3 2024
Reduced 20.32%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
18,329
shares
|
$1.23 Million
0.28% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
18,216
shares
|
$1.23 Million
0.41% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
18,144
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.69%
|