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
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
120+ 2.42% |
$6.8K - $7.48K
|
5.08K
$330K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
108+ 0.96% |
$6.12K - $6.73K
|
11.4K
$740K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
107+ 1.63% |
$6.06K - $6.67K
|
6.65K
$432K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
100New |
$5.67K - $6.23K
|
100
$6.5K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
97+ 1.24% |
$5.5K - $6.05K
|
7.94K
$516K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
97+ 3.21% |
$5.5K - $6.05K
|
3.12K
$203K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
90+ 257.14% |
$5.1K - $5.61K
|
125
$8.12K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
79+ 9.54% |
$4.48K - $4.92K
|
907
$58.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
79+ 1.94% |
$4.48K - $4.92K
|
4.14K
$269K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
77+ 0.07% |
$4.36K - $4.8K
|
110K
$7.16M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
72+ 0.78% |
$4.08K - $4.49K
|
9.28K
$603K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
70+ 0.66% |
$3.97K - $4.36K
|
10.6K
$691K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
67+ 0.13% |
$3.8K - $4.18K
|
52.7K
$3.42M
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
50+ 1.28% |
$2.83K - $3.12K
|
3.97K
$258K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 90.2% |
$2.61K - $2.87K
|
97
$6.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
46+ 1.26% |
$2.61K - $2.87K
|
3.71K
$241K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
35+ 1.45% |
$1.98K - $2.18K
|
2.46K
$160K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
30+ 0.16% |
$1.7K - $1.87K
|
18.8K
$1.22M
|
|
|
Apr 03, 2024
Q1 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
23+ 0.04% |
$1.3K - $1.43K
|
58.5K
$3.8M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
22+ 0.16% |
$1.25K - $1.37K
|
13.8K
$899K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
17+ 0.16% |
$963 - $1.06K
|
10.6K
$690K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
15+ 0.16% |
$850 - $935
|
9.48K
$616K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
13+ 0.12% |
$737 - $810
|
11.2K
$726K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
10+ 0.15% |
$567 - $623
|
6.73K
$438K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
10+ 0.16% |
$567 - $623
|
6.29K
$409K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
8+ 0.07% |
$453 - $499
|
12.3K
$799K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
6+ 0.17% |
$340 - $374
|
3.49K
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$340 - $374
|
5.23K
$340K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.02% |
$340 - $374
|
38.2K
$2.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
5+ 0.06% |
$283 - $312
|
7.88K
$512K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5+ 0.17% |
$283 - $312
|
2.98K
$194K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4+ 0.06% |
$227 - $249
|
7K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4+ 0.03% |
$227 - $249
|
12.5K
$815K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.19% |
$170 - $187
|
1.57K
$102K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.13% |
$113 - $125
|
1.54K
$100K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.06% |
$113 - $125
|
3.48K
$226K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.09% |
$113 - $125
|
2.3K
$149K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2+ 0.11% |
$113 - $125
|
1.89K
$123K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$56.7 - $62.3
|
31.4K
$2.04M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1New |
$56.7 - $62.3
|
1
$65
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1+ 0.03% |
$56.7 - $62.3
|
3.39K
$221K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.05% |
$56.7 - $62.3
|
1.97K
$128K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.01% |
$56.7 - $62.3
|
19.1K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1- -0.0% |
$56.7 - $62.3
|
20.3K
$1.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1- 0.4% |
$56.7 - $62.3
|
252
$16.4K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-17- 0.17% |
$963 - $1.06K
|
9.96K
$647K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-23- 0.41% |
$1.3K - $1.43K
|
5.63K
$366K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-25- 0.49% |
$1.42K - $1.56K
|
5.09K
$331K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-29- 0.87% |
$1.64K - $1.81K
|
3.31K
$215K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-44- 0.53% |
$2.49K - $2.74K
|
8.21K
$533K
|