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 |
|---|---|---|---|---|---|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
171,925
shares
|
$10.5 Million
1.58% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
171,744
shares
|
$10.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
169,528
shares
|
$10.4 Million
4.07% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
167,361
shares
|
$10.2 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
166,663
shares
|
$10.2 Million
0.01% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
166,349
shares
|
$10.2 Million
2.67% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
166,322
shares
|
$10.2 Million
10.57% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
164,520
shares
|
$10.1 Million
5.18% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
161,391
shares
|
$9.88 Million
3.24% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
159,833
shares
|
$9.78 Million
0.37% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
159,326
shares
|
$9.75 Million
4.29% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Mar 07, 2025 Q4 2024 |
159,254
shares
|
$9.74 Million
8.57% of portfolio
|
Q4 2024
New holding
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
158,916
shares
|
$9.72 Million
8.64% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
157,185
shares
|
$9.62 Million
3.96% of portfolio
|
Q4 2024
Added 21.92%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
152,721
shares
|
$9.34 Million
4.09% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
151,445
shares
|
$9.27 Million
1.14% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
149,540
shares
|
$9.15 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
149,086
shares
|
$9.12 Million
0.19% of portfolio
|
Q4 2024
Added 15.43%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
147,219
shares
|
$9.01 Million
3.09% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
146,949
shares
|
$8.99 Million
0.99% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
146,735
shares
|
$8.98 Million
2.77% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
145,822
shares
|
$8.92 Million
0.64% of portfolio
|
Q3 2022
Added 61.38%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
144,015
shares
|
$8.81 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
142,945
shares
|
$8.75 Million
4.51% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
142,852
shares
|
$8.74 Million
5.96% of portfolio
|
Q4 2023
Added 3.54%
|