Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.63K- 12.02% |
$149K - $164K
|
19.3K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.78K- 6.02% |
$157K - $173K
|
43.3K
$2.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.78K- 7.9% |
$157K - $173K
|
32.4K
$2.1M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.98K- 9.26% |
$169K - $186K
|
29.2K
$1.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.39K- 2.39% |
$192K - $212K
|
139K
$9.01M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-3.64KClosed |
$206K - $227K
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-4.03K- 10.6% |
$228K - $251K
|
34K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.31K- 0.81% |
$244K - $268K
|
525K
$34.1M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4.44K- 30.75% |
$252K - $277K
|
10K
$650K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.52K- 2.18% |
$256K - $282K
|
203K
$13.2M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4.93K- 12.71% |
$279K - $307K
|
33.9K
$2.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-4.93K- 0.83% |
$280K - $308K
|
590K
$38.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-4.94K- 1.7% |
$280K - $308K
|
286K
$18.6M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-4.96K- 1.73% |
$281K - $309K
|
281K
$18.3M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4.96K- 1.54% |
$281K - $309K
|
317K
$20.6M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.99K- 18.14% |
$283K - $311K
|
22.5K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-5.36K- 5.36% |
$304K - $334K
|
94.6K
$6.15M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.28K- 0.46% |
$356K - $392K
|
1.36M
$88.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-6.33K- 3.54% |
$359K - $395K
|
173K
$11.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-6.41K- 11.36% |
$363K - $400K
|
50K
$3.25M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-6.66K- 1.36% |
$378K - $415K
|
483K
$31.4M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-7K- 22.74% |
$397K - $436K
|
23.8K
$1.55M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-7.24K- 1.37% |
$410K - $451K
|
523K
$34M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-7.6K- 13.66% |
$431K - $474K
|
48K
$3.12M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-7.64K- 4.61% |
$433K - $476K
|
158K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.05K- 10.25% |
$513K - $564K
|
79.3K
$5.15M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-9.19K- 49.92% |
$521K - $573K
|
9.22K
$599K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.95K- 1.53% |
$564K - $620K
|
639K
$41.5M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-9.96K- 2.67% |
$565K - $621K
|
363K
$23.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-10.2K- 21.81% |
$577K - $635K
|
36.5K
$2.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-11.6K- 30.46% |
$656K - $722K
|
26.4K
$1.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-11.9K- 60.62% |
$676K - $744K
|
7.75K
$504K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12K- 3.1% |
$680K - $749K
|
375K
$24.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-12.1K- 7.94% |
$685K - $754K
|
140K
$9.11M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-13.8K- 63.7% |
$783K - $861K
|
7.87K
$512K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-16.3K- 20.26% |
$924K - $1.02M
|
64.2K
$4.17M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-16.5K- 6.71% |
$937K - $1.03M
|
230K
$15M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.2K- 3.1% |
$977K - $1.07M
|
538K
$35M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-18.4K- 3.94% |
$1.04M - $1.14M
|
448K
$29.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-23.9K- 9.41% |
$1.36M - $1.49M
|
230K
$15M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26.4K- 13.6% |
$1.49M - $1.64M
|
168K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-26.4K- 0.39% |
$1.5M - $1.65M
|
6.8M
$442M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-29.6K- 1.96% |
$1.68M - $1.85M
|
1.48M
$96.1M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.9K- 46.14% |
$1.69M - $1.86M
|
34.9K
$2.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.5K- 31.72% |
$1.78M - $1.96M
|
67.7K
$4.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-39.7K- 12.22% |
$2.25M - $2.47M
|
285K
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-43.6K- 26.58% |
$2.47M - $2.72M
|
121K
$7.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-46.5K- 26.09% |
$2.64M - $2.9M
|
132K
$8.56M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.8K- 23.35% |
$2.71M - $2.98M
|
157K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-48.3K- 6.42% |
$2.74M - $3.01M
|
704K
$45.7M
|