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 662 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $6.73 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
First United Bank & Trust
|
Aug 12, 2024 Q2 2024 |
675
shares
|
$43,686
0.02% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
669
shares
|
$43,297
0.01% of portfolio
|
Q2 2024
Added 167.6%
|
|
Running Point Capital Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
632
shares
|
$40,903
0.02% of portfolio
|
Q2 2024
Reduced 92.7%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Aug 13, 2024 Q2 2024 |
605
shares
|
$39,155
0.02% of portfolio
|
Q4 2023
New holding
|
|
Angeles Wealth Management, LLC
|
Aug 07, 2024 Q2 2024 |
550
shares
|
$35,596
0.0% of portfolio
|
Q2 2024
Reduced 43.59%
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
449
shares
|
$29,059
0.0% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 11, 2024 Q2 2024 |
437
shares
|
$28,282
0.0% of portfolio
|
Q2 2024
Reduced 57.94%
|
|
Financial Advisory Service, Inc.
|
Jul 29, 2024 Q2 2024 |
431
shares
|
$27,894
0.0% of portfolio
|
Q2 2024
Reduced 33.07%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
428
shares
|
$27,700
0.0% of portfolio
|
Q4 2023
Added 31.69%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
414
shares
|
$26,794
0.0% of portfolio
|
Q2 2024
Reduced 39.74%
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Jul 15, 2024 Q2 2024 |
406
shares
|
$26,276
0.01% of portfolio
|
Q2 2024
New holding
|
|
Gleason Group, Inc.
|
Jul 12, 2024 Q2 2024 |
400
shares
|
$25,888
0.0% of portfolio
|
Q2 2024
Added 0.25%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
360
shares
|
$23,299
0.0% of portfolio
|
Q2 2023
Reduced 16.67%
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
350
shares
|
$22,652
0.01% of portfolio
|
Q1 2023
New holding
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
300
shares
|
$19,416
0.0% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
284
shares
|
$18,380
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
254
shares
|
$16,438
0.0% of portfolio
|
Q4 2022
New holding
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
252
shares
|
$16,309
0.0% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 15, 2024 Q2 2024 |
248
shares
|
$16,050
0.01% of portfolio
|
Q2 2024
Reduced 84.17%
|
|
City State Bank
Norwalk, IA |
Jul 09, 2024 Q2 2024 |
215
shares
|
$13,914
0.0% of portfolio
|
Q2 2024
New holding
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 05, 2024 Q2 2024 |
206
shares
|
$13,332
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jul 26, 2024 Q2 2024 |
180
shares
|
$11,649
0.0% of portfolio
|
Q2 2024
Added 400.0%
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jul 29, 2024 Q2 2024 |
175
shares
|
$11,326
0.01% of portfolio
|
Q4 2023
New holding
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
164
shares
|
$10,614
0.0% of portfolio
|
Q2 2023
New holding
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jul 25, 2024 Q2 2024 |
162
shares
|
$10,484
0.0% of portfolio
|
Q4 2023
New holding
|