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 |
|---|---|---|---|---|---|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
94,325
shares
|
$6.35 Million
4.33% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
92,522
shares
|
$6.22 Million
1.82% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
90,929
shares
|
$6.12 Million
1.07% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
89,743
shares
|
$6.04 Million
3.87% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
89,217
shares
|
$6 Million
0.74% of portfolio
|
Q2 2024
Added 3.82%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
87,479
shares
|
$5.88 Million
0.2% of portfolio
|
Q3 2024
Added 16.12%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
86,079
shares
|
$5.79 Million
0.04% of portfolio
|
Q3 2024
Added 25.86%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
85,516
shares
|
$5.75 Million
0.04% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
85,461
shares
|
$5.75 Million
1.33% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
84,805
shares
|
$5.7 Million
0.35% of portfolio
|
Q3 2024
Added 16.08%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
82,326
shares
|
$5.54 Million
1.97% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
82,233
shares
|
$5.53 Million
0.0% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
81,556
shares
|
$5.49 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
81,284
shares
|
$5.47 Million
2.85% of portfolio
|
Q2 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
79,879
shares
|
$5.37 Million
0.02% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
79,510
shares
|
$5.35 Million
0.75% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
78,553
shares
|
$5.28 Million
0.93% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
77,464
shares
|
$5.21 Million
2.29% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
75,424
shares
|
$5.07 Million
2.42% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
73,503
shares
|
$4.94 Million
1.05% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
72,651
shares
|
$4.89 Million
1.18% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
71,843
shares
|
$4.83 Million
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
69,533
shares
|
$4.68 Million
2.55% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
68,765
shares
|
$4.63 Million
3.81% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
67,561
shares
|
$4.54 Million
4.13% of portfolio
|
Q3 2024
Added 0.46%
|