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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
927+ 7.85% |
$52.5K - $57.8K
|
12.7K
$850K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
918New |
$52K - $57.2K
|
918
$61.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
887+ 8.91% |
$50.3K - $55.3K
|
10.8K
$724K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
861+ 5.34% |
$48.8K - $53.7K
|
17K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
841+ 21.32% |
$47.7K - $52.4K
|
4.79K
$320K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
836+ 5.33% |
$47.4K - $52.1K
|
16.5K
$1.1M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
825+ 1.84% |
$46.7K - $51.4K
|
45.8K
$3.06M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
797+ 251.42% |
$45.2K - $49.7K
|
1.11K
$74.4K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
785+ 12.79% |
$44.5K - $48.9K
|
6.92K
$462K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
732+ 5.04% |
$41.5K - $45.6K
|
15.3K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
719+ 1.34% |
$40.7K - $44.8K
|
54.2K
$3.62M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
695+ 4.01% |
$39.4K - $43.3K
|
18K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
690+ 5.3% |
$39.1K - $43K
|
13.7K
$915K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
657+ 2.01% |
$37.2K - $41K
|
33.4K
$2.23M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
646+ 5.92% |
$36.6K - $40.3K
|
11.6K
$772K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
579+ 3.11% |
$32.8K - $36.1K
|
19.2K
$1.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
572+ 12.79% |
$32.4K - $35.7K
|
5.04K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
530+ 2.95% |
$30K - $33K
|
18.5K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
508+ 12.26% |
$28.8K - $31.7K
|
4.65K
$310K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
507+ 0.22% |
$28.7K - $31.6K
|
229K
$15.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
507+ 56.46% |
$28.7K - $31.6K
|
1.41K
$93.8K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
430+ 0.06% |
$24.4K - $26.8K
|
724K
$48.3M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
396+ 4.35% |
$22.4K - $24.7K
|
9.49K
$634K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
387+ 1.92% |
$21.9K - $24.1K
|
20.5K
$1.37M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
375+ 56.48% |
$21.2K - $23.4K
|
1.04K
$69.4K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
373+ 1.57% |
$21.1K - $23.3K
|
24.1K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
353New |
$20K - $22K
|
353
$23.6K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
333+ 4.11% |
$18.9K - $20.8K
|
8.43K
$563K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
278+ 1.26% |
$15.8K - $17.3K
|
22.3K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
278+ 0.16% |
$15.8K - $17.3K
|
179K
$12M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
268+ 0.09% |
$15.2K - $16.7K
|
300K
$20M
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
242+ 5.22% |
$13.7K - $15.1K
|
4.87K
$325K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
231+ 20.5% |
$13.1K - $14.4K
|
1.36K
$90.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
225+ 3.0% |
$12.7K - $14K
|
7.74K
$517K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
222+ 12.71% |
$12.6K - $13.8K
|
1.97K
$131K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
213+ 49.42% |
$12.1K - $13.3K
|
644
$43K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
204+ 1360.0% |
$11.6K - $12.7K
|
219
$14.6K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
189+ 0.52% |
$10.7K - $11.8K
|
36.6K
$2.45M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
184+ 1.26% |
$10.4K - $11.5K
|
14.8K
$987K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
166+ 3.54% |
$9.41K - $10.3K
|
4.86K
$325K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
162+ 2.27% |
$9.18K - $10.1K
|
7.29K
$487K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
156+ 0.67% |
$8.84K - $9.73K
|
23.5K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
150+ 1.95% |
$8.5K - $9.35K
|
7.84K
$524K
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
142+ 3.06% |
$8.05K - $8.85K
|
4.78K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
133+ 0.84% |
$7.54K - $8.29K
|
15.9K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
132+ 13.2% |
$7.48K - $8.23K
|
1.13K
$75.6K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
130+ 3.7% |
$7.37K - $8.1K
|
3.64K
$243K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
124+ 1.6% |
$7.03K - $7.73K
|
7.85K
$524K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
124+ 0.33% |
$7.03K - $7.73K
|
38.2K
$2.55M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
123+ 1.08% |
$6.97K - $7.67K
|
11.5K
$766K
|