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 687 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 $7.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
120,203
shares
|
$8.12 Million
1.81% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
119,253
shares
|
$8.05 Million
3.42% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
118,635
shares
|
$8.01 Million
5.28% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
116,676
shares
|
$7.88 Million
2.6% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
116,471
shares
|
$7.86 Million
4.12% of portfolio
|
Q3 2024
New holding
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
114,218
shares
|
$7.71 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
113,306
shares
|
$7.65 Million
4.34% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
112,897
shares
|
$7.62 Million
3.69% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
112,247
shares
|
$7.58 Million
4.25% of portfolio
|
Q2 2024
Added 8.5%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
111,367
shares
|
$7.52 Million
1.72% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
111,151
shares
|
$7.5 Million
5.72% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
108,886
shares
|
$7.35 Million
3.07% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
106,880
shares
|
$7.22 Million
0.63% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
106,357
shares
|
$7.18 Million
2.73% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
105,982
shares
|
$7.16 Million
2.15% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
105,897
shares
|
$7.15 Million
0.74% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
105,677
shares
|
$7.14 Million
4.07% of portfolio
|
Q3 2024
New holding
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
105,104
shares
|
$7.1 Million
3.14% of portfolio
|
Q3 2024
Added 32.2%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
104,908
shares
|
$7.08 Million
3.48% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
104,427
shares
|
$7.05 Million
3.82% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
104,097
shares
|
$7.03 Million
3.22% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,123
shares
|
$6.63 Million
0.0% of portfolio
|
Q3 2024
Added 17.79%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
97,511
shares
|
$6.58 Million
0.07% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
96,434
shares
|
$6.51 Million
0.16% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
96,165
shares
|
$6.49 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.19%
|