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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
12,375
shares
|
$826,278
0.06% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
11,790
shares
|
$787,218
0.17% of portfolio
|
Q3 2024
Added 39.56%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
11,681
shares
|
$779,940
0.09% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
11,645
shares
|
$777,536
0.19% of portfolio
|
Q3 2024
Reduced 96.97%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
11,629
shares
|
$776,468
0.34% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,386
shares
|
$760,243
0.13% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
11,288
shares
|
$753,699
0.04% of portfolio
|
Q4 2023
Reduced 4.73%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
11,288
shares
|
$753,699
0.5% of portfolio
|
Q4 2023
Reduced 4.73%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
11,135
shares
|
$743,483
0.0% of portfolio
|
Q3 2024
Added 14.83%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
11,078
shares
|
$739,678
0.31% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
11,013
shares
|
$735,338
0.02% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,696
shares
|
$714,171
0.15% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
10,680
shares
|
$713,103
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,679
shares
|
$713,036
0.0% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
10,591
shares
|
$707,161
0.07% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
10,562
shares
|
$705,224
0.47% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
10,553
shares
|
$704,623
0.07% of portfolio
|
Q3 2024
Reduced 18.95%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
10,529
shares
|
$703,021
0.13% of portfolio
|
Q2 2024
Reduced 13.42%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,472
shares
|
$699,215
0.03% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
10,374
shares
|
$692,671
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
10,293
shares
|
$687,263
0.1% of portfolio
|
Q4 2024
Reduced 28.7%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
10,275
shares
|
$686,061
0.22% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
10,193
shares
|
$680,586
0.24% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
10,189
shares
|
$680,319
0.03% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
10,048
shares
|
$670,904
0.45% of portfolio
|
Q3 2024
Added 30.68%
|