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 |
|---|---|---|---|---|---|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
43,508
shares
|
$2.91 Million
0.79% of portfolio
|
Q4 2024
Added 14.37%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
43,442
shares
|
$2.9 Million
0.69% of portfolio
|
Q4 2024
Added 28.64%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
43,404
shares
|
$2.9 Million
1.33% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
43,139
shares
|
$2.88 Million
0.9% of portfolio
|
Q3 2024
Added 17.45%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
42,660
shares
|
$2.85 Million
0.43% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
42,606
shares
|
$2.84 Million
1.36% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
42,203
shares
|
$2.82 Million
0.92% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
42,192
shares
|
$2.82 Million
0.66% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
41,559
shares
|
$2.77 Million
0.97% of portfolio
|
Q3 2024
Reduced 52.14%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
40,965
shares
|
$2.74 Million
0.03% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
40,403
shares
|
$2.7 Million
0.94% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
40,238
shares
|
$2.69 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
39,922
shares
|
$2.67 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
39,316
shares
|
$2.63 Million
2.23% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
39,190
shares
|
$2.62 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
38,696
shares
|
$2.58 Million
0.84% of portfolio
|
Q3 2024
Added 16.77%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
37,941
shares
|
$2.53 Million
2.41% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
37,409
shares
|
$2.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Bcm Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
36,880
shares
|
$2.46 Million
0.54% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
36,622
shares
|
$2.45 Million
0.06% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
36,454
shares
|
$2.43 Million
0.31% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
36,319
shares
|
$2.43 Million
0.01% of portfolio
|
Q2 2023
Added 35.14%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
36,225
shares
|
$2.42 Million
0.28% of portfolio
|
Q4 2023
Reduced 2.18%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
35,635
shares
|
$2.38 Million
0.11% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
35,372
shares
|
$2.36 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.48%
|