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 734 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $7.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
5,302
shares
|
$354,120
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
5,270
shares
|
$351,983
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,266
shares
|
$351,716
0.05% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,259
shares
|
$351,248
0.04% of portfolio
|
Q4 2024
Reduced 13.26%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
5,227
shares
|
$349,111
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
5,218
shares
|
$348,510
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
5,217
shares
|
$348,443
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Sovereign Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
5,192
shares
|
$346,773
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
5,145
shares
|
$343,634
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jan 29, 2025 Q4 2024 |
5,125
shares
|
$342,298
0.08% of portfolio
|
Q4 2024
Reduced 72.35%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
5,113
shares
|
$341,497
0.01% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
5,104
shares
|
$340,896
0.01% of portfolio
|
Q1 2024
Added 34.63%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
5,096
shares
|
$340,361
0.01% of portfolio
|
Q4 2024
Added 37.84%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
5,069
shares
|
$338,558
0.21% of portfolio
|
Q2 2021
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
5,018
shares
|
$335,152
0.27% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
4,992
shares
|
$333,415
0.01% of portfolio
|
Q1 2024
Added 31.65%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
4,988
shares
|
$333,148
0.04% of portfolio
|
Q3 2024
Reduced 12.57%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
4,978
shares
|
$332,480
0.16% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
4,922
shares
|
$328,740
0.07% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,867
shares
|
$325,066
0.02% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
4,818
shares
|
$321,794
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
4,814
shares
|
$321,527
0.19% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,781
shares
|
$319,322
0.02% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
4,765
shares
|
$318,254
0.02% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
4,765
shares
|
$318,254
0.28% of portfolio
|
Q4 2023
New holding
|