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 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
10.6K+ 22.35% |
$600K - $660K
|
58K
$3.77M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
10.4K+ 3.17% |
$592K - $651K
|
340K
$22.1M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
9.92K+ 10.04% |
$562K - $618K
|
109K
$7.06M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.65K+ 21.94% |
$546K - $601K
|
53.6K
$3.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
9.53K+ 2.0% |
$540K - $594K
|
486K
$31.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
9.52K+ 2.32% |
$539K - $593K
|
420K
$27.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.51K+ 13.64% |
$539K - $593K
|
79.2K
$5.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
9.14K+ 79.24% |
$518K - $570K
|
20.7K
$1.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.05K+ 5.62% |
$513K - $564K
|
170K
$11.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
8.94K+ 51.54% |
$507K - $558K
|
26.3K
$1.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
8.81K+ 6.14% |
$499K - $549K
|
152K
$9.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
8.72K+ 2.9% |
$494K - $543K
|
309K
$20.1M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.59KNew |
$487K - $536K
|
8.59K
$558K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.49K+ 521.1% |
$481K - $530K
|
10.1K
$658K
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.45KNew |
$479K - $527K
|
8.45K
$549K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8.42KNew |
$477K - $525K
|
8.42K
$547K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
8.24K+ 183.5% |
$467K - $514K
|
12.7K
$827K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
8.2K+ 36.73% |
$464K - $511K
|
30.5K
$1.98M
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
8.19KNew |
$464K - $510K
|
8.19K
$532K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
8.14KNew |
$461K - $508K
|
8.14K
$529K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.05K+ 11.89% |
$456K - $502K
|
75.8K
$4.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
8.03K+ 3.49% |
$455K - $500K
|
238K
$15.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.01K+ 61.35% |
$454K - $499K
|
21.1K
$1.37M
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
7.92K+ 21.97% |
$449K - $494K
|
44K
$2.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.75K+ 11.03% |
$439K - $483K
|
78K
$5.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7.7K+ 19.07% |
$436K - $480K
|
48.1K
$3.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
7.49K+ 10.08% |
$425K - $467K
|
81.8K
$5.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
7.49KNew |
$424K - $467K
|
7.49K
$487K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.47K+ 18.45% |
$423K - $465K
|
47.9K
$3.11M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.46KNew |
$423K - $465K
|
7.46K
$485K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.39KNew |
$419K - $461K
|
7.39K
$480K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.32KNew |
$415K - $456K
|
7.32K
$475K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7.26K+ 8.36% |
$411K - $452K
|
94K
$6.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.24K+ 129.26% |
$410K - $452K
|
12.8K
$835K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.23KNew |
$409K - $450K
|
7.23K
$470K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.09K+ 32.13% |
$402K - $442K
|
29.1K
$1.89M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
6.89K+ 2.61% |
$390K - $429K
|
271K
$17.6M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.85K+ 25.38% |
$388K - $427K
|
33.8K
$2.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.74K+ 195.78% |
$382K - $420K
|
10.2K
$661K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
6.61K+ 21.64% |
$375K - $412K
|
37.2K
$2.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
6.53K+ 14.55% |
$370K - $407K
|
51.4K
$3.34M
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
6.37K+ 2.23% |
$361K - $397K
|
293K
$19M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6.36K+ 35.26% |
$360K - $396K
|
24.4K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
6.34K+ 2.25% |
$359K - $395K
|
288K
$18.7M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
6.33K+ 8.1% |
$359K - $395K
|
84.5K
$5.49M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.21KNew |
$352K - $387K
|
6.21K
$404K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
6.15K+ 6.32% |
$349K - $384K
|
103K
$6.72M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.98K+ 8.06% |
$339K - $373K
|
80.1K
$5.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
5.96K+ 18.25% |
$338K - $372K
|
38.6K
$2.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
5.94K+ 7.42% |
$337K - $370K
|
86K
$5.59M
|