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 |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
1,706
shares
|
$101,728
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,692
shares
|
$100,893
0.02% of portfolio
|
Q2 2024
Added 92.13%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,664
shares
|
$99,224
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
1,662
shares
|
$99,105
0.01% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,645
shares
|
$98,091
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,645
shares
|
$98,091
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
1,552
shares
|
$92,545
0.08% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
1,518
shares
|
$90,518
0.01% of portfolio
|
Q1 2024
Reduced 5.13%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
1,499
shares
|
$89,385
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,412
shares
|
$84,197
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,353
shares
|
$80,679
0.0% of portfolio
|
Q4 2023
Added 11.27%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
1,337
shares
|
$79,725
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,280
shares
|
$76,326
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
1,265
shares
|
$75,431
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,242
shares
|
$74,060
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,183
shares
|
$70,542
0.01% of portfolio
|
Q2 2024
Added 235.13%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,114
shares
|
$66,427
0.0% of portfolio
|
Q4 2024
Reduced 66.71%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,109
shares
|
$66,129
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
1,100
shares
|
$65,593
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,083
shares
|
$64,579
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,070
shares
|
$63,804
0.01% of portfolio
|
Q2 2024
Reduced 19.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,033
shares
|
$61,597
0.0% of portfolio
|
Q2 2021
Reduced 30.69%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,024
shares
|
$61,061
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
1,015
shares
|
$60,524
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$59,630
0.01% of portfolio
|
Q1 2023
Added 16.41%
|