Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR U S SMALL C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.9MNew |
$369M - $419M
|
6.9M
$450M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
552K+ 8.37% |
$29.5M - $33.6M
|
7.14M
$466M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
492K+ 4640.63% |
$26.3M - $29.9M
|
502K
$32.8M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
451K+ 9.6% |
$24.1M - $27.5M
|
5.15M
$336M
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
290K+ 165.83% |
$15.5M - $17.6M
|
465K
$30.3M
|
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
258KNew |
$13.8M - $15.7M
|
258K
$16.9M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
245KNew |
$13.1M - $14.9M
|
245K
$16M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
237KNew |
$12.6M - $14.4M
|
237K
$15.5M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
228K+ 1041.35% |
$12.2M - $13.8M
|
249K
$16.3M
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
119K+ 64.3% |
$6.36M - $7.23M
|
304K
$19.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
118KNew |
$6.33M - $7.21M
|
118K
$7.74M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
96.9K+ 137.06% |
$5.18M - $5.9M
|
168K
$10.9M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
87.9K+ 772.18% |
$4.7M - $5.35M
|
99.3K
$6.48M
|
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
78.4K+ 30.85% |
$4.19M - $4.77M
|
333K
$21.7M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
77.5K+ 245.07% |
$4.14M - $4.72M
|
109K
$7.13M
|
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
73.5KNew |
$3.93M - $4.47M
|
73.5K
$4.8M
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
73.2K+ 13.57% |
$3.91M - $4.45M
|
613K
$40M
|
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
67.8KNew |
$3.62M - $4.12M
|
67.8K
$4.43M
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
67.4K+ 2003.9% |
$3.6M - $4.1M
|
70.7K
$4.62M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
66.7K+ 49.98% |
$3.56M - $4.06M
|
200K
$13.1M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
66.5KNew |
$3.56M - $4.05M
|
66.5K
$4.34M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
63.2K+ 3.1% |
$3.38M - $3.84M
|
2.1M
$137M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
60.3K+ 108.41% |
$3.22M - $3.67M
|
116K
$7.57M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
58.3KNew |
$3.12M - $3.55M
|
58.3K
$3.81M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
49.2K+ 10.87% |
$2.63M - $2.99M
|
502K
$32.7M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.2K+ 121.05% |
$2.36M - $2.69M
|
80.7K
$5.27M
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
42.5KNew |
$2.27M - $2.58M
|
42.5K
$2.77M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
40.3KNew |
$2.15M - $2.45M
|
40.3K
$2.63M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.8K+ 103.73% |
$2.13M - $2.42M
|
78.2K
$5.11M
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
37.6K+ 8.52% |
$2.01M - $2.29M
|
479K
$31.3M
|
|
|
Jun 08, 2022
Q1 2022
|
Systelligence, LLC
|
BUY
|
- |
36.8KNew |
$1.97M - $2.24M
|
36.8K
$2.41M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
34.5K+ 41.84% |
$1.84M - $2.1M
|
117K
$7.63M
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
34.3KNew |
$1.84M - $2.09M
|
34.3K
$2.24M
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
33.9KNew |
$1.81M - $2.06M
|
33.9K
$2.21M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.7K+ 57.63% |
$1.8M - $2.05M
|
92.1K
$6.01M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
32.5K+ 1.85% |
$1.74M - $1.98M
|
1.79M
$117M
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
32.4KNew |
$1.73M - $1.97M
|
32.4K
$2.12M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
31.8K+ 112.75% |
$1.7M - $1.93M
|
60K
$3.92M
|
|
|
Apr 28, 2022
Q1 2022
|
Applied Capital LLC
|
BUY
|
- |
30.3KNew |
$1.62M - $1.84M
|
30.3K
$1.98M
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
30.3KNew |
$1.62M - $1.84M
|
30.3K
$1.98M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.1K+ 8.08% |
$1.55M - $1.77M
|
389K
$25.4M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27KNew |
$1.44M - $1.64M
|
27K
$1.76M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
25.5K+ 73.66% |
$1.36M - $1.55M
|
60.1K
$3.93M
|
|
|
Apr 19, 2022
Q1 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
21.9K+ 1.6% |
$1.17M - $1.33M
|
1.39M
$90.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
21.2K+ 16.58% |
$1.13M - $1.29M
|
149K
$9.72M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
20.2K+ 51.72% |
$1.08M - $1.23M
|
59.3K
$3.87M
|
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
19.1KNew |
$1.02M - $1.16M
|
19.1K
$1.25M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.1K+ 11.48% |
$913K - $1.04M
|
166K
$10.8M
|
|
|
Apr 13, 2022
Q1 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
17K+ 5.25% |
$908K - $1.03M
|
341K
$22.2M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
16.8KNew |
$896K - $1.02M
|
16.8K
$1.09M
|