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 |
|---|---|---|---|---|---|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
66,955
shares
|
$4.5 Million
0.8% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
66,702
shares
|
$4.49 Million
2.21% of portfolio
|
Q3 2024
Added 18.08%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
65,909
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
65,856
shares
|
$4.43 Million
0.12% of portfolio
|
Q3 2024
Added 56.22%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Oct 30, 2024 Q3 2024 |
65,676
shares
|
$4.42 Million
16.52% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
65,304
shares
|
$4.39 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
65,206
shares
|
$4.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.04%
|
|
|
Sageworth Trust CO Of South Dakota
|
Oct 24, 2024 Q3 2024 |
63,985
shares
|
$4.3 Million
5.62% of portfolio
|
Q3 2024
Added 19.71%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
63,884
shares
|
$4.3 Million
3.43% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
60,750
shares
|
$4.09 Million
0.96% of portfolio
|
Q4 2022
Reduced 1.14%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
60,522
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 83.65%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
60,267
shares
|
$4.05 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
59,175
shares
|
$3.98 Million
2.55% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Oct 02, 2024 Q3 2024 |
58,952
shares
|
$3.97 Million
2.47% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
58,672
shares
|
$3.95 Million
0.26% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
58,636
shares
|
$3.94 Million
1.5% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
58,603
shares
|
$3.94 Million
1.13% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 04, 2024 Q3 2024 |
58,329
shares
|
$3.92 Million
1.89% of portfolio
|
Q3 2024
Added 49.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
57,935
shares
|
$3.9 Million
0.01% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
57,197
shares
|
$3.85 Million
1.11% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
57,153
shares
|
$3.84 Million
0.03% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
56,790
shares
|
$3.82 Million
2.29% of portfolio
|
Q1 2023
Added 42.47%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
56,116
shares
|
$3.77 Million
0.33% of portfolio
|
Q3 2024
Added 48.31%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
55,871
shares
|
$3.76 Million
0.53% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
55,411
shares
|
$3.73 Million
1.74% of portfolio
|
Q3 2024
Added 17.06%
|