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 |
|---|---|---|---|---|---|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
7,205
shares
|
$481,077
0.35% of portfolio
|
Q2 2024
Reduced 17.14%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
7,155
shares
|
$477,739
0.05% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,152
shares
|
$477,539
0.03% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
7,110
shares
|
$474,734
0.21% of portfolio
|
Q3 2024
Added 20.71%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,000
shares
|
$467,390
0.06% of portfolio
|
Q1 2024
Reduced 7.76%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
6,976
shares
|
$465,787
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
6,830
shares
|
$456,039
0.57% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
6,788
shares
|
$453,234
0.04% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
6,770
shares
|
$452,032
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
6,737
shares
|
$449,829
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
6,735
shares
|
$449,695
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,732
shares
|
$449,495
0.05% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
6,670
shares
|
$445,355
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
6,613
shares
|
$441,550
0.02% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
6,573
shares
|
$438,879
0.15% of portfolio
|
Q1 2024
Reduced 16.87%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
6,500
shares
|
$434,005
0.34% of portfolio
|
Q2 2022
Added 4.84%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,491
shares
|
$433,404
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
6,445
shares
|
$430,332
0.18% of portfolio
|
Q4 2023
Reduced 1.38%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
6,410
shares
|
$427,995
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
6,382
shares
|
$426,126
0.05% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
6,370
shares
|
$425,324
0.0% of portfolio
|
Q3 2024
Added 68.12%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
6,355
shares
|
$424,323
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
6,327
shares
|
$422,453
0.07% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
6,260
shares
|
$417,980
0.02% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
6,247
shares
|
$417,112
0.0% of portfolio
|
Q3 2024
New holding
|