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 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-688- 1.34% |
$39K - $42.9K
|
50.5K
$3.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-701- 2.81% |
$39.7K - $43.7K
|
24.2K
$1.58M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-715- 4.54% |
$40.5K - $44.6K
|
15K
$978K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-716- 7.03% |
$40.6K - $44.6K
|
9.47K
$615K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-723- 3.38% |
$41K - $45.1K
|
20.7K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-732- 0.84% |
$41.5K - $45.6K
|
85.9K
$5.58M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-740- 1.79% |
$41.9K - $46.1K
|
40.6K
$2.64M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-757- 1.04% |
$42.9K - $47.2K
|
72.4K
$4.7M
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-828- 9.24% |
$46.9K - $51.6K
|
8.14K
$529K
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-837- 0.58% |
$47.4K - $52.2K
|
143K
$9.29M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-866- 4.74% |
$49.1K - $54K
|
17.4K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-928- 2.88% |
$52.6K - $57.9K
|
31.3K
$2.03M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-998- 20.25% |
$56.5K - $62.2K
|
3.93K
$255K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.01K- 8.65% |
$57.2K - $63K
|
10.7K
$693K
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-1.02K- 2.28% |
$58K - $63.8K
|
43.9K
$2.85M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.06K- 24.27% |
$59.8K - $65.8K
|
3.29K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 2.53% |
$61.4K - $67.6K
|
41.8K
$2.72M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1.12K- 11.45% |
$63.7K - $70.1K
|
8.7K
$565K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.16K- 2.08% |
$65.8K - $72.4K
|
54.7K
$3.56M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.2K- 55.17% |
$68K - $74.8K
|
975
$63.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.23K- 0.84% |
$69.7K - $76.7K
|
145K
$9.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.26K- 1.23% |
$71.6K - $78.8K
|
101K
$6.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.28K- 1.02% |
$72.3K - $79.5K
|
124K
$8.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
SELL
|
- |
-1.3K- 0.41% |
$73.5K - $80.9K
|
312K
$20.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-1.33K- 16.87% |
$75.6K - $83.2K
|
6.57K
$427K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.35K- 0.21% |
$76.7K - $84.4K
|
648K
$42.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.37K- 1.08% |
$77.5K - $85.2K
|
126K
$8.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.4K- 1.0% |
$79.3K - $87.2K
|
138K
$8.99M
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-1.4K- 1.32% |
$79.4K - $87.4K
|
105K
$6.81M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.43K- 0.56% |
$80.9K - $89K
|
251K
$16.3M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.46K- 19.64% |
$83K - $91.3K
|
5.99K
$389K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.47K- 11.72% |
$83.1K - $91.4K
|
11K
$718K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.66K- 7.24% |
$94.3K - $104K
|
21.3K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-1.71K- 0.95% |
$96.8K - $106K
|
178K
$11.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.76K- 4.88% |
$99.9K - $110K
|
34.4K
$2.23M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.8K- 11.62% |
$102K - $112K
|
13.7K
$889K
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-1.83K- 11.32% |
$104K - $114K
|
14.4K
$934K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.86K- 2.93% |
$105K - $116K
|
61.6K
$4M
|
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-1.89K- 3.52% |
$107K - $118K
|
51.8K
$3.36M
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.98K- 2.68% |
$112K - $123K
|
71.7K
$4.66M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2K- 8.62% |
$113K - $124K
|
21.1K
$1.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.11K- 18.47% |
$119K - $131K
|
9.29K
$604K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-2.13K- 3.81% |
$121K - $133K
|
53.9K
$3.5M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.17K- 0.59% |
$123K - $135K
|
363K
$23.6M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-2.25K- 0.85% |
$128K - $140K
|
264K
$17.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.39K- 2.15% |
$136K - $149K
|
109K
$7.08M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.52K- 1.76% |
$143K - $157K
|
140K
$9.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.52K- 2.07% |
$143K - $157K
|
119K
$7.75M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.54K- 3.69% |
$144K - $158K
|
66.3K
$4.31M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.6K- 1.94% |
$147K - $162K
|
131K
$8.53M
|