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 785 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 $7.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
17,702
shares
|
$1.06 Million
0.41% of portfolio
|
Q2 2024
Added 17.78%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
17,625
shares
|
$1.05 Million
0.15% of portfolio
|
Q1 2024
Added 42.09%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
17,571
shares
|
$1.05 Million
0.23% of portfolio
|
Q4 2024
Added 131.75%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
17,413
shares
|
$1.04 Million
0.66% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
17,270
shares
|
$1.03 Million
0.16% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
17,140
shares
|
$1.02 Million
0.51% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
17,132
shares
|
$1.02 Million
1.37% of portfolio
|
Q4 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
17,120
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
17,026
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
17,000
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
16,995
shares
|
$1.01 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
16,990
shares
|
$1.01 Million
0.11% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
16,918
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2023
Reduced 41.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
16,732
shares
|
$999,067
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
16,657
shares
|
$994,589
0.97% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
16,611
shares
|
$991,842
0.03% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
16,559
shares
|
$988,737
0.42% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
16,253
shares
|
$970,466
0.51% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
16,235
shares
|
$969,391
0.71% of portfolio
|
Q4 2022
Added 6.87%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
16,038
shares
|
$957,628
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
15,845
shares
|
$946,104
0.52% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
15,594
shares
|
$931,117
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
15,398
shares
|
$919,414
0.02% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
15,286
shares
|
$912,727
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
15,141
shares
|
$904,069
0.0% of portfolio
|
Q4 2024
Added 100.86%
|