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 |
|---|---|---|---|---|---|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
350
shares
|
$23,369
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
300
shares
|
$20,031
0.0% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
290
shares
|
$19,363
0.0% of portfolio
|
Q3 2024
Added 119.7%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
289
shares
|
$19,296
0.0% of portfolio
|
Q3 2024
Reduced 30.19%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
254
shares
|
$16,959
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
252
shares
|
$16,826
0.0% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
247
shares
|
$16,492
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
233
shares
|
$15,557
0.0% of portfolio
|
Q3 2024
Reduced 48.11%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
228
shares
|
$15,223
0.01% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
215
shares
|
$14,355
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
206
shares
|
$13,754
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
171
shares
|
$11,417
0.0% of portfolio
|
Q3 2024
Added 388.57%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
164
shares
|
$10,950
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
162
shares
|
$10,816
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
162
shares
|
$10,816
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
142
shares
|
$9,481
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
139
shares
|
$9,281
0.0% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
118
shares
|
$7,878
0.0% of portfolio
|
Q2 2024
Reduced 97.99%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
117
shares
|
$7,812
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
107
shares
|
$7,144
0.0% of portfolio
|
Q2 2024
Added 10.31%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
96
shares
|
$6,409
0.0% of portfolio
|
Q3 2024
Reduced 82.55%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
92
shares
|
$6,142
0.0% of portfolio
|
Q2 2024
Reduced 6.12%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
54
shares
|
$3,605
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
53
shares
|
$3,538
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
50
shares
|
$3,338
0.0% of portfolio
|
Q4 2023
Reduced 10.71%
|