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 701 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 $7.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
16,050
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2024
Added 35.34%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
16,027
shares
|
$1.07 Million
0.51% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
15,594
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
15,478
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
15,085
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Added 24.44%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
14,673
shares
|
$979,716
0.01% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
14,596
shares
|
$974,574
0.29% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
14,481
shares
|
$966,896
0.47% of portfolio
|
Q3 2024
Added 18.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
14,322
shares
|
$956,279
0.0% of portfolio
|
Q3 2024
Added 19.57%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
14,267
shares
|
$952,607
0.28% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
14,094
shares
|
$941,056
0.37% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
14,001
shares
|
$934,846
0.09% of portfolio
|
Q3 2024
Added 14.22%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
13,914
shares
|
$929,037
0.1% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
13,739
shares
|
$917,353
0.0% of portfolio
|
Q3 2024
Added 21.94%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
13,622
shares
|
$909,540
0.02% of portfolio
|
Q3 2022
Added 140.5%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
13,521
shares
|
$902,797
0.06% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
13,502
shares
|
$901,528
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
13,235
shares
|
$883,700
0.01% of portfolio
|
Q3 2024
Added 58.86%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
13,196
shares
|
$881,096
0.31% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
13,032
shares
|
$870,146
0.28% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
13,023
shares
|
$869,545
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
12,915
shares
|
$862,334
0.02% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
12,915
shares
|
$862,334
0.13% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
12,752
shares
|
$851,451
0.19% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
12,600
shares
|
$841,302
0.28% of portfolio
|
Q3 2024
Added 15.6%
|