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 710 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $7.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
4,922
shares
|
$331,496
0.07% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,867
shares
|
$327,792
0.02% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
4,818
shares
|
$324,492
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
4,814
shares
|
$324,222
0.19% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
4,781
shares
|
$322,000
0.02% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,765
shares
|
$320,922
0.02% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
4,765
shares
|
$320,922
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
4,721
shares
|
$317,959
0.01% of portfolio
|
Q3 2024
Added 17.55%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,696
shares
|
$316,275
0.0% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
4,650
shares
|
$313,177
0.04% of portfolio
|
Q1 2024
Added 12.26%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
4,631
shares
|
$311,897
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
4,583
shares
|
$308,665
0.12% of portfolio
|
Q3 2024
Reduced 11.78%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
4,582
shares
|
$308,597
0.02% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,551
shares
|
$306,509
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
4,543
shares
|
$305,971
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,475
shares
|
$301,391
0.02% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
4,453
shares
|
$299,909
0.03% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,400
shares
|
$296,340
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
4,400
shares
|
$296,340
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,379
shares
|
$294,925
0.01% of portfolio
|
Q4 2024
Reduced 14.97%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
4,279
shares
|
$288,190
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
4,270
shares
|
$287,584
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,255
shares
|
$286,574
0.0% of portfolio
|
Q3 2024
Added 51.96%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,215
shares
|
$283,880
0.16% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,139
shares
|
$278,761
0.07% of portfolio
|
Q4 2024
New holding
|