Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr U S Small C (DFAS)

DFAS Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr U S Small C (DFAS) during Q1 2023. 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 10, 2023 Q1 2023
S.A. Mason LLC

BUY
 -
6.13K
New
$308K - $354K
6.13K $409K
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
6.13K
+ 15.46%
$308K - $354K
45.7K $3.06M
May 12, 2023 Q1 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
6.1K
+ 6.65%
$307K - $352K
97.8K $6.53M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
5.57K
+ 11.17%
$280K - $322K
55.4K $3.7M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
5.54K
+ 0.93%
$279K - $320K
604K $40.3M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
5.53K
+ 11.82%
$278K - $319K
52.3K $3.49M
May 02, 2023 Q1 2023
Investment Advisory Group, LLC

BUY
 -
5.48K
+ 16.9%
$276K - $316K
37.9K $2.53M
Apr 21, 2023 Q1 2023
Cordant, Inc.

Portland, OR
BUY
 -
5.43K
+ 31.24%
$273K - $314K
22.8K $1.52M
May 10, 2023 Q1 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
5.3K
+ 2.03%
$267K - $306K
266K $17.7M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
5.28K
New
$266K - $305K
5.28K $353K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5.14K
+ 7.17%
$259K - $297K
76.9K $5.13M
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
5.06K
+ 3.29%
$255K - $293K
159K $10.6M
Apr 03, 2023 Q1 2023
Symmetry Partners, LLC

BUY
 -
5.06K
+ 10.54%
$255K - $292K
53.1K $3.54M
Apr 18, 2023 Q1 2023
First National Bank Sioux Falls

BUY
 -
5.05K
New
$254K - $292K
5.05K $337K
May 11, 2023 Q1 2023
Worth Pointe, LLC

La Jolla, CA
BUY
 -
4.98K
+ 3.57%
$251K - $288K
145K $9.65M
Apr 13, 2023 Q1 2023
Waypoint Capital Advisors, LLC

BUY
 -
4.98K
New
$251K - $288K
4.98K $332K
May 04, 2023 Q1 2023
Hardy Reed LLC

BUY
 -
4.93K
+ 5.87%
$248K - $285K
88.9K $5.94M
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

BUY
 -
4.79K
+ 2.99%
$241K - $277K
165K $11M
Apr 20, 2023 Q1 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
4.67K
New
$235K - $270K
4.67K $312K
May 15, 2023 Q1 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
4.57K
New
$230K - $264K
4.57K $305K
Apr 19, 2023 Q1 2023
True Wealth Advisors, LLC

BUY
 -
4.51K
New
$227K - $261K
4.51K $301K
Apr 26, 2023 Q1 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
4.48K
+ 41.24%
$225K - $259K
15.3K $1.02M
Apr 14, 2023 Q1 2023
Stonnington Group, LLC

BUY
 -
4.4K
New
$222K - $254K
4.4K $294K
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
4.2K
+ 8.05%
$211K - $243K
56.3K $3.76M
Jul 20, 2023 Q1 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
4.17K
New
$210K - $241K
4.17K $279K
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
3.98K
+ 109.01%
$200K - $230K
7.63K $510K
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
3.95K
+ 33.51%
$199K - $228K
15.7K $1.05M
May 10, 2023 Q1 2023
Gds Wealth Management

BUY
 -
3.9K
New
$196K - $225K
3.9K $260K
Apr 25, 2023 Q1 2023
North Crest Asset Manangement, LLC

BUY
 -
3.88K
New
$195K - $224K
3.88K $259K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.82K
New
$192K - $221K
3.82K $255K
Apr 20, 2023 Q1 2023
Uma Financial Services, Inc.

BUY
 -
3.79K
+ 4.96%
$191K - $219K
80.3K $5.36M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
3.79K
+ 12.0%
$191K - $219K
35.3K $2.36M
May 08, 2023 Q1 2023
Phillips Financial Management, LLC

BUY
 -
3.69K
+ 20.62%
$186K - $213K
21.6K $1.44M
May 15, 2023 Q1 2023
First Western Trust Bank

Denver, CO
BUY
 -
3.54K
+ 5.34%
$178K - $204K
69.8K $4.66M
May 12, 2023 Q1 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
3.36K
New
$169K - $194K
3.36K $224K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
3.35K
+ 2361.97%
$169K - $194K
3.5K $233K
May 11, 2023 Q1 2023
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
3.31K
+ 51.23%
$166K - $191K
9.76K $652K
Apr 06, 2023 Q1 2023
Dbk Financial Counsel, LLC

BUY
 -
3.19K
+ 19.35%
$161K - $184K
19.7K $1.31M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3K
+ 6.94%
$151K - $174K
46.2K $3.09M
Apr 28, 2023 Q1 2023
Ifg Advisors, LLC

BUY
 -
2.98K
+ 70.89%
$150K - $172K
7.18K $480K
Apr 28, 2023 Q1 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
2.88K
+ 3.41%
$145K - $166K
87.3K $5.83M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
2.82K
+ 3.41%
$142K - $163K
85.6K $5.72M
Apr 18, 2023 Q1 2023
Beacon Financial Advisory LLC

BUY
 -
2.71K
+ 61.73%
$137K - $157K
7.11K $475K
Jan 29, 2025 Q1 2023
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
2.64K
+ 9.24%
$133K - $152K
31.2K $2.08M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.61K
+ 41.59%
$132K - $151K
8.89K $594K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.56K
+ 2.6%
$129K - $148K
101K $6.75M
Apr 21, 2023 Q1 2023
Pioneer Wealth Management Group

Austin, TX
BUY
 -
2.51K
+ 10.7%
$126K - $145K
26K $1.73M
Aug 03, 2023 Q1 2023
Jackson Thornton Asset Management, LLC

BUY
 -
2.28K
+ 0.8%
$115K - $132K
287K $19.2M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.27K
+ 12.28%
$114K - $131K
20.8K $1.39M

Track Institutional and Insider Activities on DFAS

Follow DIMENSIONAL ETF TR U S SMALL C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DFAS shares.

Notify only if

Insider Trading

Get notified when an Dimensional ETF Tr U S Small C insider buys or sells DFAS shares.

Notify only if

News

Receive news related to DIMENSIONAL ETF TR U S SMALL C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DFAS