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 |
|---|---|---|---|---|---|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
150,802
shares
|
$10.1 Million
4.04% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
148,616
shares
|
$9.92 Million
1.17% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
147,867
shares
|
$9.87 Million
0.02% of portfolio
|
Q3 2024
Added 13.06%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
146,949
shares
|
$9.81 Million
0.99% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
145,822
shares
|
$9.74 Million
0.64% of portfolio
|
Q3 2022
Added 61.38%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
144,333
shares
|
$9.64 Million
2.88% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
143,800
shares
|
$9.6 Million
4.14% of portfolio
|
Q3 2024
New holding
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
142,945
shares
|
$9.54 Million
4.51% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
142,852
shares
|
$9.54 Million
5.96% of portfolio
|
Q4 2023
Added 3.54%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
141,545
shares
|
$9.45 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
141,515
shares
|
$9.45 Million
4.83% of portfolio
|
Q3 2024
Added 53.78%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
141,041
shares
|
$9.42 Million
1.9% of portfolio
|
Q3 2024
Reduced 21.26%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
141,019
shares
|
$9.42 Million
2.64% of portfolio
|
Q3 2024
Added 1232.5%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
138,712
shares
|
$9.26 Million
6.43% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
137,734
shares
|
$9.2 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
136,000
shares
|
$9.08 Million
1.97% of portfolio
|
Q4 2023
Added 4.35%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
134,339
shares
|
$8.97 Million
0.8% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
129,152
shares
|
$8.62 Million
0.16% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
128,964
shares
|
$8.61 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
126,154
shares
|
$8.42 Million
0.05% of portfolio
|
Q3 2024
Reduced 46.87%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
125,856
shares
|
$8.4 Million
0.55% of portfolio
|
Q3 2023
Reduced 1.99%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
125,193
shares
|
$8.36 Million
1.89% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
124,316
shares
|
$8.3 Million
2.81% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
122,820
shares
|
$8.2 Million
1.46% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
121,994
shares
|
$8.15 Million
4.2% of portfolio
|
Q3 2024
Added 8.36%
|