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 |
|---|---|---|---|---|---|
|
Aegis Wealth Management LLC
Bethesda, MD |
Mar 07, 2025 Q4 2024 |
115,674
shares
|
$6.9 Million
5.09% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
115,523
shares
|
$6.89 Million
4.44% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
115,070
shares
|
$6.86 Million
3.39% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
114,886
shares
|
$6.85 Million
1.71% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
114,196
shares
|
$6.81 Million
3.26% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
113,748
shares
|
$6.78 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
113,619
shares
|
$6.78 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.94%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
112,981
shares
|
$6.74 Million
3.17% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Feb 26, 2025 Q4 2024 |
112,646
shares
|
$6.72 Million
3.81% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
112,290
shares
|
$6.7 Million
5.93% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
112,247
shares
|
$6.69 Million
4.25% of portfolio
|
Q2 2024
Added 8.5%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
109,464
shares
|
$6.53 Million
0.07% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
109,353
shares
|
$6.52 Million
3.97% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
108,981
shares
|
$6.5 Million
2.19% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
105,222
shares
|
$6.27 Million
2.72% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
104,957
shares
|
$6.26 Million
3.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
104,685
shares
|
$6.24 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
104,097
shares
|
$6.21 Million
3.22% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
103,433
shares
|
$6.17 Million
0.72% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
102,434
shares
|
$6.11 Million
3.41% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,123
shares
|
$5.85 Million
0.0% of portfolio
|
Q3 2024
Added 17.79%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
97,875
shares
|
$5.84 Million
1.88% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
96,221
shares
|
$5.74 Million
0.4% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Feb 27, 2025 Q4 2024 |
95,461
shares
|
$5.69 Million
4.98% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
95,077
shares
|
$5.67 Million
0.04% of portfolio
|
Q4 2024
Added 11.18%
|