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 710 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $7.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bcm Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
36,880
shares
|
$2.48 Million
0.54% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
36,622
shares
|
$2.47 Million
0.06% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
36,454
shares
|
$2.46 Million
0.31% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
36,319
shares
|
$2.45 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
|
$2.44 Million
0.28% of portfolio
|
Q4 2023
Reduced 2.18%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
35,758
shares
|
$2.41 Million
0.81% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
35,635
shares
|
$2.4 Million
0.11% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
35,609
shares
|
$2.4 Million
0.05% of portfolio
|
Q4 2024
Added 14.07%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
35,372
shares
|
$2.38 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
35,024
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
34,917
shares
|
$2.35 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,593
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
34,392
shares
|
$2.32 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
34,104
shares
|
$2.3 Million
0.11% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
34,072
shares
|
$2.29 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
33,923
shares
|
$2.28 Million
1.48% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
33,921
shares
|
$2.28 Million
0.97% of portfolio
|
Q4 2024
Added 20.16%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
33,867
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2023
Reduced 32.09%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
33,744
shares
|
$2.27 Million
0.02% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
33,593
shares
|
$2.26 Million
0.16% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
32,757
shares
|
$2.21 Million
0.11% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
32,608
shares
|
$2.2 Million
1.01% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
31,990
shares
|
$2.15 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
31,568
shares
|
$2.13 Million
1.04% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
31,550
shares
|
$2.12 Million
1.22% of portfolio
|
Q4 2024
Added 2.08%
|