Purchases and Sales Made in Q1 2024 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 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
May 09, 2024 Q1 2024
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
5.9K
+ 8.78%
$334K - $368K
73.1K $4.88M
Apr 15, 2024 Q1 2024
Dbk Financial Counsel, LLC

BUY
 -
5.82K
+ 15.0%
$330K - $363K
44.6K $2.98M
Apr 22, 2024 Q1 2024
Sollinda Capital Management LLC

Hickory, NC
BUY
 -
5.77K
New
$327K - $360K
5.77K $386K
Apr 15, 2024 Q1 2024
Sound Income Strategies, LLC

BUY
 -
5.75K
+ 4876.27%
$326K - $359K
5.87K $392K
May 15, 2024 Q1 2024
Sterling Wealth Management, Inc.

Champaign, IL
BUY
 -
5.7K
+ 4.95%
$323K - $355K
121K $8.06M
Jun 13, 2024 Q1 2024
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
5.69K
New
$323K - $355K
5.69K $380K
Apr 30, 2024 Q1 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
5.66K
New
$321K - $353K
5.66K $378K
Apr 23, 2024 Q1 2024
Mason & Associates Inc

BUY
 -
5.59K
New
$317K - $349K
5.59K $373K
May 15, 2024 Q1 2024
Hanover Advisors Inc

Seneca, SC
BUY
 -
5.55K
New
$314K - $346K
5.55K $370K
May 09, 2024 Q1 2024
Efficient Advisors, LLC

BUY
 -
5.53K
+ 10.17%
$313K - $345K
59.9K $4M
May 15, 2024 Q1 2024
Ascent Group, LLC

BUY
 -
5.3K
New
$301K - $331K
5.3K $354K
Apr 15, 2024 Q1 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
5.29K
+ 67.52%
$300K - $330K
13.1K $877K
May 13, 2024 Q1 2024
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
5.26K
+ 21.22%
$298K - $328K
30.1K $2.01M
Apr 30, 2024 Q1 2024
Institute For Wealth Management, Llc.

BUY
 -
5.22K
+ 42.09%
$296K - $325K
17.6K $1.18M
Apr 16, 2024 Q1 2024
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
5.1K
New
$289K - $318K
5.1K $341K
May 06, 2024 Q1 2024
Advisory Services Network, LLC

BUY
 -
5.02K
+ 28.6%
$284K - $313K
22.6K $1.51M
Apr 24, 2024 Q1 2024
Acorn Creek Capital LLC

Fort Collins, CO
BUY
 -
4.95K
+ 4.78%
$281K - $309K
109K $7.25M
Apr 30, 2024 Q1 2024
Sequoia Financial Advisors, LLC

BUY
 -
4.84K
+ 1.05%
$274K - $302K
467K $31.2M
May 08, 2024 Q1 2024
Avantax Advisory Services, Inc.

BUY
 -
4.71K
+ 10.14%
$267K - $294K
51.2K $3.42M
Apr 16, 2024 Q1 2024
Stratos Wealth Advisors, LLC

BUY
 -
4.61K
New
$261K - $287K
4.61K $308K
May 15, 2024 Q1 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
4.52K
New
$256K - $282K
4.52K $302K
May 06, 2024 Q1 2024
Ifg Advisory, LLC

BUY
 -
4.47K
+ 53.91%
$253K - $279K
12.8K $852K
Apr 25, 2024 Q1 2024
Allworth Financial LP

BUY
 -
4.41K
+ 3.61%
$250K - $275K
127K $8.45M
May 14, 2024 Q1 2024
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
4.35K
+ 10.45%
$246K - $271K
46K $3.07M
Apr 17, 2024 Q1 2024
Sequent Asset Management, LLC

BUY
 -
4.33K
New
$245K - $270K
4.33K $289K
Apr 22, 2024 Q1 2024
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
4.27K
New
$242K - $266K
4.27K $285K
May 03, 2024 Q1 2024
Discipline Wealth Solutions, LLC

Greenville, SC
BUY
 -
4.24K
+ 10.85%
$240K - $264K
43.3K $2.89M
May 01, 2024 Q1 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
4.06K
+ 14.27%
$230K - $253K
32.5K $2.17M
Apr 19, 2024 Q1 2024
Veriti Management LLC

BUY
 -
4.03K
New
$228K - $251K
4.03K $269K
Apr 29, 2024 Q1 2024
Pb Mares Wealth Management LLC

BUY
 -
3.99K
+ 3.08%
$226K - $249K
134K $8.92M
May 13, 2024 Q1 2024
Coldstream Capital Management Inc

BUY
 -
3.95K
New
$224K - $246K
3.95K $264K
Apr 17, 2024 Q1 2024
Advisory Services & Investments, LLC

BUY
 -
3.94K
+ 2.01%
$223K - $245K
199K $13.3M
May 14, 2024 Q1 2024
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
3.88K
+ 2.5%
$220K - $242K
159K $10.6M
Apr 30, 2024 Q1 2024
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
3.85K
+ 2.63%
$218K - $240K
150K $10M
May 10, 2024 Q1 2024
Cibc Private Wealth Group, LLC

BUY
 -
3.79K
New
$215K - $236K
3.79K $253K
May 10, 2024 Q1 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
3.77K
+ 74.25%
$214K - $235K
8.85K $591K
May 09, 2024 Q1 2024
First Foundation Advisors

Irvine, CA
BUY
 -
3.44K
New
$195K - $215K
3.44K $230K
May 24, 2024 Q1 2024
Dodds Wealth, LLC

Greenwood Village, CO
BUY
 -
3.44K
+ 33.14%
$195K - $214K
13.8K $923K
Apr 25, 2024 Q1 2024
Oakwell Private Wealth Management, LLC

BUY
 -
3.35K
New
$190K - $209K
3.35K $224K
Apr 23, 2024 Q1 2024
Bsw Wealth Partners

Boulder, CO
BUY
 -
3.28K
New
$186K - $205K
3.28K $219K
Apr 30, 2024 Q1 2024
Bay Colony Advisory Group, Inc D

BUY
 -
3.27K
+ 40.78%
$185K - $204K
11.3K $753K
Apr 18, 2024 Q1 2024
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
3.26K
+ 4.75%
$185K - $203K
72K $4.81M
May 07, 2024 Q1 2024
Tranquility Partners, LLC

BUY
 -
3.23K
New
$183K - $201K
3.23K $216K
May 02, 2024 Q1 2024
Meridian Management CO

BUY
 -
3.22K
New
$183K - $201K
3.22K $215K
May 07, 2024 Q1 2024
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
3.2K
+ 209.84%
$181K - $199K
4.73K $315K
Apr 30, 2024 Q1 2024
Concord Wealth Partners

BUY
 -
3.1K
+ 10.31%
$175K - $193K
33.2K $2.21M
Apr 17, 2024 Q1 2024
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
3.03K
+ 25.45%
$172K - $189K
15K $998K
Apr 17, 2024 Q1 2024
All Season Financial Advisors, Inc.

BUY
 -
3.02K
+ 10.44%
$171K - $188K
31.9K $2.13M
May 14, 2024 Q1 2024
Kooman & Associates

Altoona, PA
BUY
 -
2.83K
+ 3.87%
$160K - $176K
75.9K $5.07M

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