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 713 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $7.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,514
shares
|
$236,421
0.0% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
3,512
shares
|
$236,287
0.02% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
3,496
shares
|
$235,210
0.14% of portfolio
|
Q3 2024
Added 42.35%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,484
shares
|
$234,403
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
3,469
shares
|
$233,394
0.0% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
3,444
shares
|
$231,712
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,440
shares
|
$231,443
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
3,436
shares
|
$231,174
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,436
shares
|
$231,174
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
3,431
shares
|
$230,837
0.01% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
3,398
shares
|
$228,617
0.11% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
3,370
shares
|
$226,733
0.08% of portfolio
|
Q4 2023
Reduced 25.77%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
3,354
shares
|
$225,657
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,346
shares
|
$225,118
0.01% of portfolio
|
Q3 2024
Reduced 19.66%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
3,327
shares
|
$223,840
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
3,282
shares
|
$220,812
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
3,266
shares
|
$219,736
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
3,252
shares
|
$218,794
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
3,242
shares
|
$218,121
0.21% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
3,234
shares
|
$217,583
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
3,228
shares
|
$217,179
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
3,175
shares
|
$213,614
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,112
shares
|
$209,375
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
3,099
shares
|
$208,500
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
3,085
shares
|
$207,558
0.13% of portfolio
|
Q3 2024
Reduced 50.0%
|