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 |
|---|---|---|---|---|---|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 17, 2024 Q2 2024 |
113,849
shares
|
$7.37 Million
2.69% of portfolio
|
Q2 2024
Added 9.81%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 22, 2024 Q2 2024 |
113,054
shares
|
$7.32 Million
4.26% of portfolio
|
Q2 2024
Added 2.66%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 18, 2024 Q2 2024 |
112,578
shares
|
$7.29 Million
4.04% of portfolio
|
Q2 2024
Added 3.67%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Jul 31, 2024 Q2 2024 |
112,247
shares
|
$7.26 Million
4.25% of portfolio
|
Q2 2024
Added 8.5%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Aug 07, 2024 Q2 2024 |
111,491
shares
|
$7.22 Million
3.59% of portfolio
|
Q2 2024
Added 5.44%
|
|
|
Trinity Financial Advisors LLC
|
Jul 10, 2024 Q2 2024 |
111,333
shares
|
$7.21 Million
3.07% of portfolio
|
Q2 2024
Added 13.38%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 22, 2024 Q2 2024 |
111,022
shares
|
$7.19 Million
5.62% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Colorado Capital Management, Inc.
|
Jul 25, 2024 Q2 2024 |
110,859
shares
|
$7.17 Million
3.71% of portfolio
|
Q2 2024
Added 9.59%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 08, 2024 Q2 2024 |
108,782
shares
|
$7.04 Million
2.82% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Claris Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
104,932
shares
|
$6.79 Million
3.84% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 13, 2024 Q2 2024 |
104,704
shares
|
$6.78 Million
2.91% of portfolio
|
Q2 2024
Added 6.98%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Aug 02, 2024 Q2 2024 |
104,186
shares
|
$6.74 Million
1.55% of portfolio
|
Q2 2024
New holding
|
|
|
Hardy Reed LLC
|
Aug 12, 2024 Q2 2024 |
101,088
shares
|
$6.54 Million
0.62% of portfolio
|
Q2 2024
Added 6.46%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Aug 07, 2024 Q2 2024 |
100,017
shares
|
$6.47 Million
3.74% of portfolio
|
Q2 2024
Added 6.42%
|
|
|
Zhang Financial LLC
|
Jul 19, 2024 Q2 2024 |
99,329
shares
|
$6.43 Million
0.42% of portfolio
|
Q2 2024
Added 1.16%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Aug 01, 2024 Q2 2024 |
98,072
shares
|
$6.35 Million
1.98% of portfolio
|
Q2 2024
New holding
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 12, 2024 Q2 2024 |
95,318
shares
|
$6.17 Million
3.04% of portfolio
|
Q2 2024
Added 16.5%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 19, 2024 Q2 2024 |
94,650
shares
|
$6.13 Million
4.33% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
94,552
shares
|
$6.12 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Jul 30, 2024 Q2 2024 |
92,022
shares
|
$5.96 Million
4.22% of portfolio
|
Q2 2024
Added 7.04%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 02, 2024 Q2 2024 |
89,806
shares
|
$5.81 Million
1.03% of portfolio
|
Q2 2024
Reduced 17.59%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 25, 2024 Q2 2024 |
89,427
shares
|
$5.79 Million
3.78% of portfolio
|
Q1 2024
Added 1.64%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 02, 2024 Q2 2024 |
89,217
shares
|
$5.77 Million
0.78% of portfolio
|
Q2 2024
Added 3.82%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
88,435
shares
|
$5.72 Million
0.15% of portfolio
|
Q2 2024
Added 10.36%
|
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
87,950
shares
|
$5.69 Million
0.06% of portfolio
|
Q2 2024
Added 17.13%
|