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 |
|---|---|---|---|---|---|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
67,561
shares
|
$4.51 Million
4.13% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
66,955
shares
|
$4.47 Million
0.8% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
65,909
shares
|
$4.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
65,856
shares
|
$4.4 Million
0.12% of portfolio
|
Q3 2024
Added 56.22%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Oct 30, 2024 Q3 2024 |
65,676
shares
|
$4.39 Million
16.52% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
65,206
shares
|
$4.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.04%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
64,937
shares
|
$4.34 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
64,544
shares
|
$4.31 Million
3.5% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Sageworth Trust CO Of South Dakota
|
Oct 24, 2024 Q3 2024 |
63,985
shares
|
$4.27 Million
5.62% of portfolio
|
Q3 2024
Added 19.71%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
60,750
shares
|
$4.06 Million
0.96% of portfolio
|
Q4 2022
Reduced 1.14%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
60,748
shares
|
$4.06 Million
1.8% of portfolio
|
Q4 2024
Added 24.88%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
60,522
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 83.65%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
60,267
shares
|
$4.02 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
59,715
shares
|
$3.99 Million
2.13% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
59,175
shares
|
$3.95 Million
2.55% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Oct 02, 2024 Q3 2024 |
58,952
shares
|
$3.94 Million
2.47% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
58,672
shares
|
$3.92 Million
0.26% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
58,636
shares
|
$3.92 Million
1.5% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
58,603
shares
|
$3.91 Million
1.13% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 04, 2024 Q3 2024 |
58,329
shares
|
$3.89 Million
1.89% of portfolio
|
Q3 2024
Added 49.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
57,935
shares
|
$3.87 Million
0.01% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
57,197
shares
|
$3.82 Million
1.11% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
57,153
shares
|
$3.82 Million
0.03% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
56,888
shares
|
$3.8 Million
2.05% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
56,790
shares
|
$3.79 Million
2.29% of portfolio
|
Q1 2023
Added 42.47%
|