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 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.96KClosed |
$265K - $301K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.96KClosed |
$265K - $302K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.13K- 4.69% |
$274K - $312K
|
104K
$6.22M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-5.31K- 0.86% |
$284K - $323K
|
614K
$36.6M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.42K- 0.52% |
$290K - $330K
|
1.03M
$61.6M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.88K- 3.41% |
$314K - $357K
|
166K
$9.93M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.95KClosed |
$318K - $362K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-6.2KClosed |
$332K - $377K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.39KClosed |
$341K - $388K
|
0
$0
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-7.35K- 60.55% |
$393K - $447K
|
4.79K
$286K
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.55KClosed |
$404K - $459K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-7.6K- 7.76% |
$406K - $462K
|
90.3K
$5.39M
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-7.72KClosed |
$413K - $470K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-8.77K- 19.37% |
$469K - $533K
|
36.5K
$2.18M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-8.85KClosed |
$473K - $538K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.91KClosed |
$476K - $542K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-9.68KClosed |
$517K - $589K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
SELL
|
- |
-9.68K- 1.6% |
$518K - $589K
|
594K
$35.5M
|
|
|
May 13, 2022
Q1 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-9.96K- 3.28% |
$532K - $606K
|
294K
$17.6M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 32.43% |
$561K - $639K
|
21.9K
$1.31M
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-10.6KClosed |
$568K - $646K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-11.3K- 2.52% |
$602K - $684K
|
435K
$26M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-12.1KClosed |
$645K - $734K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.6K- 2.27% |
$676K - $769K
|
543K
$32.4M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.4KClosed |
$714K - $813K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.6KClosed |
$724K - $824K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-13.7KClosed |
$730K - $831K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-14KClosed |
$751K - $854K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Jentner Corp
|
SELL
|
- |
-16.7KClosed |
$893K - $1.02M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-17.2K- 42.55% |
$920K - $1.05M
|
23.3K
$1.39M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-19.5KClosed |
$1.04M - $1.19M
|
0
$0
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-21.4K- 51.15% |
$1.15M - $1.3M
|
20.5K
$1.22M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22K- 33.14% |
$1.18M - $1.34M
|
44.4K
$2.65M
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-22.4KClosed |
$1.2M - $1.36M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-28K- 1.08% |
$1.5M - $1.7M
|
2.57M
$154M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-44.4KClosed |
$2.37M - $2.7M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-46.3KClosed |
$2.47M - $2.82M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Better Wealth, LLC
|
SELL
|
- |
-47.8KClosed |
$2.55M - $2.91M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-59.9KClosed |
$3.2M - $3.64M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-65.9KClosed |
$3.52M - $4.01M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-66.6KClosed |
$3.56M - $4.05M
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-80.5K- 17.94% |
$4.3M - $4.9M
|
368K
$22M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-86.2K- 36.23% |
$4.61M - $5.24M
|
152K
$9.06M
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-109KClosed |
$5.84M - $6.65M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Planning Center, Inc.
|
SELL
|
- |
-142KClosed |
$7.59M - $8.64M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-209KClosed |
$11.2M - $12.7M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-248KClosed |
$13.2M - $15.1M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-265KClosed |
$14.2M - $16.1M
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-347KClosed |
$18.6M - $21.1M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-6.87MClosed |
$367M - $418M
|
0
$0
|