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 |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,891
shares
|
$259,802
0.0% of portfolio
|
Q1 2022
Added 0.13%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
3,886
shares
|
$259,468
0.04% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
3,881
shares
|
$259,134
0.2% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,864
shares
|
$257,999
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
3,819
shares
|
$254,994
0.0% of portfolio
|
Q4 2024
Added 89.34%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,708
shares
|
$247,583
0.05% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
3,706
shares
|
$247,449
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
3,676
shares
|
$245,446
0.04% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
3,660
shares
|
$244,378
0.04% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
3,626
shares
|
$242,108
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
3,585
shares
|
$239,370
0.02% of portfolio
|
Q3 2024
Reduced 97.7%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
3,552
shares
|
$237,167
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
3,541
shares
|
$236,432
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
3,535
shares
|
$236,031
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
3,516
shares
|
$234,763
0.01% of portfolio
|
Q4 2023
Reduced 9.29%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,514
shares
|
$234,629
0.0% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
3,512
shares
|
$234,496
0.02% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
3,496
shares
|
$233,427
0.14% of portfolio
|
Q3 2024
Added 42.35%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,484
shares
|
$232,626
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
3,469
shares
|
$231,625
0.0% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
3,444
shares
|
$229,955
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,440
shares
|
$229,688
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,436
shares
|
$229,421
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
3,436
shares
|
$229,421
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
3,431
shares
|
$229,087
0.01% of portfolio
|
Q2 2024
Reduced 2.58%
|