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 |
---|---|---|---|---|---|
Advisory Services & Investments, LLC
|
Aug 06, 2024 Q2 2024 |
202,373
shares
|
$13.1 Million
9.32% of portfolio
|
Q2 2024
Added 1.49%
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
189,882
shares
|
$12.3 Million
0.96% of portfolio
|
Q2 2024
Added 17.11%
|
|
Systelligence, LLC
|
Jul 25, 2024 Q2 2024 |
189,870
shares
|
$12.3 Million
3.25% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 11, 2024 Q2 2024 |
189,709
shares
|
$12.3 Million
6.11% of portfolio
|
Q2 2024
Added 38.54%
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Aug 01, 2024 Q2 2024 |
186,278
shares
|
$12.1 Million
2.6% of portfolio
|
Q2 2024
Added 3.81%
|
|
Williams Financial, LLC
Bennington, VT |
Aug 08, 2024 Q2 2024 |
185,903
shares
|
$12 Million
7.44% of portfolio
|
Q2 2024
Reduced 98.4%
|
|
West Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
183,015
shares
|
$11.8 Million
2.28% of portfolio
|
Q2 2024
Added 2.29%
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 18, 2024 Q2 2024 |
179,128
shares
|
$11.6 Million
2.19% of portfolio
|
Q2 2024
Added 3.67%
|
|
American Investment Services, Inc.
|
Aug 14, 2024 Q2 2024 |
179,017
shares
|
$11.6 Million
1.94% of portfolio
|
Q2 2024
Added 0.43%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
178,774
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2024
Added 6.68%
|
|
G2 Capital Management, LLC
Columbus, OH |
Aug 09, 2024 Q2 2024 |
178,145
shares
|
$11.5 Million
3.36% of portfolio
|
Q2 2024
Added 2.17%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
167,048
shares
|
$10.8 Million
0.75% of portfolio
|
Q2 2024
Added 4.93%
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
164,125
shares
|
$10.6 Million
0.49% of portfolio
|
Q2 2024
Added 1157.57%
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 13, 2024 Q2 2024 |
161,851
shares
|
$10.5 Million
4.47% of portfolio
|
Q2 2024
Added 0.2%
|
|
Midwest Heritage Bank, Fsb
|
Jul 17, 2024 Q2 2024 |
160,168
shares
|
$10.4 Million
4.87% of portfolio
|
Q2 2024
Added 2.38%
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 26, 2024 Q2 2024 |
158,994
shares
|
$10.3 Million
6.06% of portfolio
|
Q2 2024
Added 5.88%
|
|
Spinnaker Investment Group, LLC
|
Jul 24, 2024 Q2 2024 |
157,814
shares
|
$10.2 Million
2.64% of portfolio
|
Q2 2024
Added 3.59%
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 24, 2024 Q2 2024 |
155,627
shares
|
$10.1 Million
0.83% of portfolio
|
Q2 2024
Reduced 8.41%
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
155,252
shares
|
$10 Million
1.42% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
152,893
shares
|
$9.9 Million
0.33% of portfolio
|
Q2 2024
Reduced 18.9%
|
|
Divergent Planning, LLC
|
Jul 12, 2024 Q2 2024 |
151,897
shares
|
$9.83 Million
3.71% of portfolio
|
Q2 2024
Added 3.58%
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 13, 2024 Q2 2024 |
151,624
shares
|
$9.81 Million
4.84% of portfolio
|
Q2 2024
New holding
|
|
Bridgewater Advisors Inc.
|
Aug 01, 2024 Q2 2024 |
151,156
shares
|
$9.78 Million
1.1% of portfolio
|
Q2 2024
Added 9.31%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
148,530
shares
|
$9.61 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
Enzi Wealth
Austin, TX |
Jul 22, 2024 Q2 2024 |
146,168
shares
|
$9.46 Million
3.92% of portfolio
|
Q2 2024
Added 2.24%
|