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 784 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $7.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
297,854
shares
|
$18.2 Million
4.08% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
292,651
shares
|
$17.9 Million
2.42% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
291,959
shares
|
$17.9 Million
5.16% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
286,685
shares
|
$17.5 Million
5.86% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
282,865
shares
|
$17.3 Million
5.53% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
282,660
shares
|
$17.3 Million
7.51% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
281,175
shares
|
$17.2 Million
9.69% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
280,296
shares
|
$17.2 Million
11.91% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
275,808
shares
|
$16.9 Million
1.2% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
271,337
shares
|
$16.6 Million
0.74% of portfolio
|
Q3 2023
Reduced 1.6%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
270,226
shares
|
$16.5 Million
5.86% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
268,533
shares
|
$16.4 Million
2.12% of portfolio
|
Q4 2024
Added 5283.58%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
264,045
shares
|
$16.2 Million
0.0% of portfolio
|
Q4 2024
Added 18.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
263,332
shares
|
$16.1 Million
0.04% of portfolio
|
Q4 2024
Added 19.91%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
255,825
shares
|
$15.7 Million
12.74% of portfolio
|
Q4 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
254,770
shares
|
$15.6 Million
12.56% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
250,598
shares
|
$15.3 Million
2.02% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
250,215
shares
|
$15.3 Million
0.71% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
248,720
shares
|
$15.2 Million
0.38% of portfolio
|
Q4 2024
Added 20.01%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
248,194
shares
|
$15.2 Million
1.43% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
247,744
shares
|
$15.2 Million
7.18% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Feb 14, 2025 Q4 2024 |
233,259
shares
|
$14.3 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
231,392
shares
|
$14.2 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
229,625
shares
|
$14.1 Million
1.21% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
228,374
shares
|
$14 Million
6.18% of portfolio
|
Q4 2024
Added 4.9%
|