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 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
32.7K+ 4.98% |
$1.85M - $2.04M
|
690K
$44.9M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.1K+ 23.69% |
$1.82M - $2M
|
168K
$10.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
31.1KNew |
$1.76M - $1.94M
|
31.1K
$2.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
30.2K+ 22.91% |
$1.71M - $1.88M
|
162K
$10.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.8K+ 24.3% |
$1.69M - $1.86M
|
152K
$9.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
27.2KNew |
$1.54M - $1.7M
|
27.2K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27K+ 20.76% |
$1.53M - $1.68M
|
157K
$10.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27K+ 20.76% |
$1.53M - $1.68M
|
157K
$10.2M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
26.8KNew |
$1.52M - $1.67M
|
26.8K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26.1K+ 2.66% |
$1.48M - $1.63M
|
1.01M
$65.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
26K+ 12.3% |
$1.47M - $1.62M
|
237K
$15.4M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.2K+ 0.24% |
$1.43M - $1.57M
|
10.7M
$697M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
23.5K+ 2.64% |
$1.33M - $1.47M
|
916K
$59.5M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
22.1K+ 11.16% |
$1.25M - $1.38M
|
220K
$14.3M
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
22K+ 7.3% |
$1.25M - $1.37M
|
324K
$21.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
21.5K+ 2.62% |
$1.22M - $1.34M
|
840K
$54.6M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
21.4K+ 43.66% |
$1.21M - $1.34M
|
70.5K
$4.58M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
21.2K+ 12.39% |
$1.2M - $1.32M
|
192K
$12.5M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.3K+ 6.63% |
$1.15M - $1.27M
|
327K
$21.2M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
20.1KNew |
$1.14M - $1.25M
|
20.1K
$1.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
19.9K+ 3.07% |
$1.13M - $1.24M
|
666K
$43.3M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18.9K+ 461.94% |
$1.07M - $1.18M
|
23K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.8K+ 2.54% |
$1.06M - $1.17M
|
759K
$49.3M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
18.8K+ 18.1% |
$1.06M - $1.17M
|
123K
$7.96M
|
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
18.7KNew |
$1.06M - $1.17M
|
18.7K
$1.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
18.4K+ 13.33% |
$1.04M - $1.15M
|
156K
$10.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
18.1K+ 10.81% |
$1.03M - $1.13M
|
186K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
17.2K+ 100.28% |
$974K - $1.07M
|
34.3K
$2.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
17.1K+ 4.09% |
$967K - $1.06M
|
435K
$28.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
16.9K+ 90.43% |
$957K - $1.05M
|
35.6K
$2.31M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16KNew |
$909K - $1M
|
16K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
BUY
|
- |
16K+ 1.66% |
$908K - $999K
|
984K
$63.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.8K+ 26.62% |
$894K - $984K
|
75.1K
$4.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
15.5K+ 29.96% |
$878K - $966K
|
67.2K
$4.37M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
15.2K+ 173.13% |
$859K - $945K
|
23.9K
$1.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
15K+ 18.03% |
$850K - $935K
|
98.2K
$6.38M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14.9K+ 1.57% |
$845K - $930K
|
965K
$62.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
14.1K+ 72.61% |
$797K - $877K
|
33.4K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14K+ 21.91% |
$791K - $870K
|
77.7K
$5.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
13.9K+ 7.13% |
$788K - $868K
|
209K
$13.6M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
13.3K+ 12.8% |
$752K - $828K
|
117K
$7.6M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13.1KNew |
$739K - $814K
|
13.1K
$848K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
12.7K+ 319.52% |
$719K - $791K
|
16.7K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.9K+ 6.89% |
$676K - $744K
|
185K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.7K+ 28.98% |
$662K - $729K
|
52K
$3.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
11.4K+ 61.73% |
$648K - $712K
|
29.9K
$1.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
11.3KNew |
$639K - $703K
|
11.3K
$733K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.2K+ 19.58% |
$634K - $698K
|
68.3K
$4.44M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
10.9K+ 38.34% |
$619K - $681K
|
39.4K
$2.56M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10.9K+ 842.36% |
$615K - $677K
|
12.1K
$789K
|