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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
2,980
shares
|
$200,702
0.0% of portfolio
|
Q3 2024
Added 268.81%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2,852
shares
|
$192,082
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,762
shares
|
$186,020
0.0% of portfolio
|
Q3 2024
Reduced 96.36%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
2,689
shares
|
$181,104
0.09% of portfolio
|
Q3 2023
Reduced 1.68%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,610
shares
|
$175,783
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,594
shares
|
$174,705
0.0% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
2,551
shares
|
$171,809
0.06% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
2,305
shares
|
$155,241
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,251
shares
|
$151,604
0.02% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
2,209
shares
|
$148,776
0.06% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
2,145
shares
|
$144,465
0.05% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,945
shares
|
$130,995
0.01% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1,842
shares
|
$124,058
0.02% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,775
shares
|
$119,546
0.0% of portfolio
|
Q3 2024
Added 119.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,749
shares
|
$117,795
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,740
shares
|
$117,188
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,710
shares
|
$115,168
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
1,706
shares
|
$114,899
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,664
shares
|
$112,070
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
1,662
shares
|
$111,935
0.01% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,645
shares
|
$110,790
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,645
shares
|
$110,790
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
1,548
shares
|
$104,257
0.09% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
1,518
shares
|
$102,237
0.01% of portfolio
|
Q1 2024
Reduced 5.13%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
1,499
shares
|
$100,957
0.07% of portfolio
|
Q3 2024
New holding
|