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 |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
722,632
shares
|
$48.3 Million
3.24% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
720,293
shares
|
$48.1 Million
7.37% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
703,655
shares
|
$47 Million
10.09% of portfolio
|
Q1 2024
Reduced 6.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
695,480
shares
|
$46.4 Million
0.07% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
678,520
shares
|
$45.3 Million
0.01% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
672,288
shares
|
$44.9 Million
10.3% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
649,822
shares
|
$43.4 Million
0.05% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
632,969
shares
|
$42.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
610,947
shares
|
$40.8 Million
3.67% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
602,688
shares
|
$40.2 Million
0.01% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
598,728
shares
|
$40 Million
0.89% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 22, 2024 Q3 2024 |
584,477
shares
|
$39 Million
20.31% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
539,671
shares
|
$36 Million
2.79% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
538,046
shares
|
$35.9 Million
1.24% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
534,148
shares
|
$35.7 Million
9.14% of portfolio
|
Q2 2023
Added 4.57%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
523,323
shares
|
$34.9 Million
0.05% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
498,802
shares
|
$33.3 Million
6.78% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
497,080
shares
|
$33.2 Million
1.25% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
487,726
shares
|
$32.6 Million
0.35% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
474,296
shares
|
$31.7 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
470,828
shares
|
$31.4 Million
5.84% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
455,407
shares
|
$30.4 Million
10.09% of portfolio
|
Q4 2024
Added 187.02%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
448,839
shares
|
$30 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
429,869
shares
|
$28.7 Million
2.91% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
424,649
shares
|
$28.4 Million
0.06% of portfolio
|
Q4 2024
Added 0.37%
|