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 782 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $7.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Feb 12, 2025 Q4 2024 |
3,537
shares
|
$210,911
0.16% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
3,522
shares
|
$210,016
0.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
3,516
shares
|
$209,659
0.01% of portfolio
|
Q4 2023
Reduced 9.29%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
3,514
shares
|
$209,539
0.0% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
3,496
shares
|
$208,466
0.14% of portfolio
|
Q3 2024
Added 42.35%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
3,484
shares
|
$207,750
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
3,469
shares
|
$206,856
0.0% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
3,444
shares
|
$205,365
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
3,440
shares
|
$205,127
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
3,436
shares
|
$204,888
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
3,436
shares
|
$204,888
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
3,431
shares
|
$204,590
0.01% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
3,400
shares
|
$202,742
0.09% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
3,370
shares
|
$200,953
0.08% of portfolio
|
Q4 2023
Reduced 25.77%
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
3,367
shares
|
$200,774
0.06% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
3,354
shares
|
$199,999
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
3,282
shares
|
$195,705
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
3,277
shares
|
$195,407
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
3,252
shares
|
$193,916
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
3,242
shares
|
$193,320
0.21% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
3,234
shares
|
$192,843
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
3,228
shares
|
$192,485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
Feb 07, 2025 Q4 2024 |
3,114
shares
|
$185,687
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
3,112
shares
|
$185,568
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
3,105
shares
|
$185,151
0.01% of portfolio
|
Q4 2024
Added 0.19%
|