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 |
|---|---|---|---|---|---|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
194,468
shares
|
$13 Million
7.3% of portfolio
|
Q3 2024
Added 22.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
193,950
shares
|
$13 Million
0.0% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
190,388
shares
|
$12.7 Million
8.03% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 22, 2024 Q3 2024 |
189,233
shares
|
$12.6 Million
7.67% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
189,157
shares
|
$12.6 Million
9.35% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
187,754
shares
|
$12.5 Million
0.14% of portfolio
|
Q3 2024
Added 2432.08%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
183,504
shares
|
$12.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
182,197
shares
|
$12.2 Million
2.67% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
182,096
shares
|
$12.2 Million
3.55% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
178,837
shares
|
$11.9 Million
0.52% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
178,319
shares
|
$11.9 Million
0.04% of portfolio
|
Q3 2024
Added 20.06%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
173,842
shares
|
$11.6 Million
1.93% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
172,198
shares
|
$11.5 Million
5.29% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
168,655
shares
|
$11.3 Million
1.51% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
168,195
shares
|
$11.2 Million
0.75% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
166,349
shares
|
$11.1 Million
2.67% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
163,265
shares
|
$10.9 Million
4.99% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
162,483
shares
|
$10.8 Million
3.93% of portfolio
|
Q3 2024
Added 23.93%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
161,826
shares
|
$10.8 Million
4.46% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
161,391
shares
|
$10.8 Million
3.24% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
159,833
shares
|
$10.7 Million
0.37% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
157,185
shares
|
$10.5 Million
3.96% of portfolio
|
Q4 2024
Added 21.92%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
155,674
shares
|
$10.4 Million
0.34% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
154,480
shares
|
$10.3 Million
0.06% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
152,246
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2024
Added 82.33%
|