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 |
|---|---|---|---|---|---|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
271,688
shares
|
$18.3 Million
5.53% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
271,573
shares
|
$18.3 Million
8.1% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
271,337
shares
|
$18.3 Million
0.74% of portfolio
|
Q3 2023
Reduced 1.6%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
269,391
shares
|
$18.1 Million
5.84% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
247,678
shares
|
$16.7 Million
0.49% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
244,715
shares
|
$16.5 Million
1.97% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
239,620
shares
|
$16.1 Million
6.9% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
232,830
shares
|
$15.7 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
232,250
shares
|
$15.6 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
228,771
shares
|
$15.4 Million
1.21% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
222,627
shares
|
$15 Million
0.0% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
222,589
shares
|
$15 Million
2.79% of portfolio
|
Q3 2024
Added 21.62%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
222,300
shares
|
$15 Million
1.15% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
221,795
shares
|
$14.9 Million
6.87% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
219,611
shares
|
$14.8 Million
0.03% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
217,716
shares
|
$14.6 Million
5.93% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Nov 07, 2024 Q3 2024 |
212,574
shares
|
$14.3 Million
11.34% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
209,804
shares
|
$14.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
207,244
shares
|
$13.9 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
206,344
shares
|
$13.9 Million
1.06% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
206,344
shares
|
$13.9 Million
1.06% of portfolio
|
Q2 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
204,328
shares
|
$13.7 Million
0.76% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
204,265
shares
|
$13.7 Million
11.4% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
203,065
shares
|
$13.7 Million
0.49% of portfolio
|
Q3 2024
Added 157.17%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
201,405
shares
|
$13.5 Million
2.75% of portfolio
|
Q3 2024
Added 51.09%
|