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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
29,331
shares
|
$1.96 Million
0.09% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
29,301
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
29,095
shares
|
$1.94 Million
0.21% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
28,756
shares
|
$1.92 Million
0.16% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
28,680
shares
|
$1.91 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
28,586
shares
|
$1.91 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
28,543
shares
|
$1.91 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
27,925
shares
|
$1.86 Million
0.55% of portfolio
|
Q3 2024
Added 69.98%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
27,329
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Added 682.17%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
26,533
shares
|
$1.77 Million
0.06% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
26,222
shares
|
$1.75 Million
0.51% of portfolio
|
Q4 2024
Reduced 52.08%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
25,574
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
25,493
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
25,411
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
24,934
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
24,736
shares
|
$1.65 Million
0.38% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
24,393
shares
|
$1.63 Million
0.95% of portfolio
|
Q1 2024
Added 35.26%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
24,018
shares
|
$1.6 Million
0.25% of portfolio
|
Q4 2024
Added 48.43%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
23,958
shares
|
$1.6 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
23,926
shares
|
$1.6 Million
0.04% of portfolio
|
Q1 2024
Added 173.13%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
23,294
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
23,210
shares
|
$1.55 Million
0.74% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
23,084
shares
|
$1.54 Million
0.96% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
22,951
shares
|
$1.53 Million
0.03% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
22,837
shares
|
$1.52 Million
0.16% of portfolio
|
Q4 2024
New holding
|