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 700 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $7.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
56,116
shares
|
$3.75 Million
0.33% of portfolio
|
Q3 2024
Added 48.31%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
55,871
shares
|
$3.73 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
|
$3.7 Million
1.74% of portfolio
|
Q3 2024
Added 17.06%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
55,216
shares
|
$3.69 Million
0.45% of portfolio
|
Q2 2024
Reduced 5.34%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
54,075
shares
|
$3.61 Million
1.21% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
53,613
shares
|
$3.58 Million
3.59% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
53,484
shares
|
$3.57 Million
1.75% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
52,869
shares
|
$3.53 Million
1.79% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
52,865
shares
|
$3.53 Million
1.71% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
52,066
shares
|
$3.48 Million
1.96% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Oct 08, 2024 Q3 2024 |
51,781
shares
|
$3.46 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
51,713
shares
|
$3.45 Million
0.75% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
51,632
shares
|
$3.45 Million
1.11% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
51,517
shares
|
$3.44 Million
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
50,611
shares
|
$3.38 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
49,713
shares
|
$3.32 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
49,446
shares
|
$3.3 Million
0.1% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
48,783
shares
|
$3.26 Million
1.21% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
47,073
shares
|
$3.14 Million
0.13% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
46,372
shares
|
$3.1 Million
0.19% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
46,081
shares
|
$3.08 Million
0.61% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
45,669
shares
|
$3.05 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
45,664
shares
|
$3.05 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
44,441
shares
|
$2.97 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
43,552
shares
|
$2.91 Million
0.34% of portfolio
|
Q3 2024
Added 12.25%
|