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 686 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $7.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
675
shares
|
$45,407
0.02% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
669
shares
|
$45,003
0.01% of portfolio
|
Q2 2024
Added 167.6%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
632
shares
|
$42,514
0.02% of portfolio
|
Q2 2024
Reduced 92.7%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
605
shares
|
$40,698
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
587
shares
|
$39,487
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
437
shares
|
$29,396
0.0% of portfolio
|
Q2 2024
Reduced 57.94%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
431
shares
|
$28,993
0.0% of portfolio
|
Q2 2024
Reduced 33.07%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
428
shares
|
$28,791
0.0% of portfolio
|
Q4 2023
Added 31.69%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
407
shares
|
$27,378
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
401
shares
|
$26,975
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
350
shares
|
$23,544
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
350
shares
|
$23,544
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
317
shares
|
$21,324
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
300
shares
|
$20,181
0.0% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
290
shares
|
$19,508
0.0% of portfolio
|
Q3 2024
Added 119.7%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
289
shares
|
$19,441
0.0% of portfolio
|
Q3 2024
Reduced 30.19%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
254
shares
|
$17,086
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
252
shares
|
$16,952
0.0% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
233
shares
|
$15,673
0.0% of portfolio
|
Q3 2024
Reduced 48.11%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
228
shares
|
$15,337
0.01% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
215
shares
|
$14,463
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
206
shares
|
$13,857
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
171
shares
|
$11,503
0.0% of portfolio
|
Q3 2024
Added 388.57%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
164
shares
|
$11,032
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
162
shares
|
$10,897
0.0% of portfolio
|
Q4 2023
New holding
|