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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
4,721
shares
|
$315,315
0.01% of portfolio
|
Q3 2024
Added 17.55%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,696
shares
|
$313,645
0.0% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
4,650
shares
|
$310,573
0.04% of portfolio
|
Q1 2024
Added 12.26%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
4,631
shares
|
$309,304
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
4,629
shares
|
$309,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
4,582
shares
|
$306,031
0.02% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,551
shares
|
$303,961
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
4,543
shares
|
$303,426
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,475
shares
|
$298,885
0.02% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
4,453
shares
|
$297,415
0.03% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
4,400
shares
|
$293,876
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,400
shares
|
$293,876
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
4,381
shares
|
$292,606
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,379
shares
|
$292,473
0.01% of portfolio
|
Q4 2024
Reduced 14.97%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
4,279
shares
|
$285,794
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
4,270
shares
|
$285,193
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,255
shares
|
$284,191
0.0% of portfolio
|
Q3 2024
Added 51.96%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
4,246
shares
|
$283,590
0.11% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
4,238
shares
|
$283,056
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
4,224
shares
|
$282,120
0.02% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,215
shares
|
$281,519
0.16% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,139
shares
|
$276,443
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
4,123
shares
|
$275,375
0.17% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
4,110
shares
|
$274,506
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,099
shares
|
$273,772
0.02% of portfolio
|
Q2 2024
Added 11.63%
|