Purchases and Sales Made in Q2 2022 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 Q2 2022. 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
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
21.7K
+ 37.13%
$1.01M - $1.22M
80K $5.34M
Aug 05, 2022 Q2 2022
Forum Private Client Group LLC

BUY
 -
21K
+ 28.54%
$978K - $1.18M
94.5K $6.31M
Aug 15, 2022 Q2 2022
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
21K
New
$978K - $1.18M
21K $1.4M
Jul 21, 2022 Q2 2022
Sandy Spring Bank

BUY
 -
18.8K
New
$878K - $1.06M
18.8K $1.26M
Aug 15, 2022 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
18.2K
New
$850K - $1.03M
18.2K $1.22M
Aug 11, 2022 Q2 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
16.9K
+ 102.24%
$787K - $951K
33.4K $2.23M
Jul 19, 2022 Q2 2022
Bell Rock Capital LLC

BUY
 -
16.7K
New
$780K - $943K
16.7K $1.12M
Jul 13, 2022 Q2 2022
Jentner Corp

BUY
 -
16.7K
New
$780K - $943K
16.7K $1.12M
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
16.5K
+ 45.06%
$768K - $928K
53K $3.54M
Jul 27, 2022 Q2 2022
Mission Wealth Management, LP

BUY
 -
16.4K
+ 14.19%
$767K - $927K
132K $8.83M
Aug 08, 2022 Q2 2022
Curi Wealth Management, LLC

BUY
 -
15.2K
+ 568.1%
$708K - $856K
17.8K $1.19M
Aug 02, 2022 Q2 2022
American Investment Services, Inc.

BUY
 -
14.9K
+ 9.8%
$693K - $838K
167K $11.1M
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

BUY
 -
14.8K
New
$690K - $835K
14.8K $988K
Aug 02, 2022 Q2 2022
Resolute Financial, LLC

BUY
 -
14.3K
New
$666K - $806K
14.3K $954K
Aug 03, 2022 Q2 2022
Verus Financial Partners, Inc.

BUY
 -
13.6K
New
$634K - $766K
13.6K $907K
Jul 15, 2022 Q2 2022
Five Oceans Advisors

BUY
 -
13.5K
+ 37.72%
$630K - $761K
49.3K $3.29M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
13K
New
$605K - $732K
13K $867K
Jul 25, 2022 Q2 2022
Measured Wealth Private Client Group, LLC

BUY
 -
12.6K
New
$586K - $709K
12.6K $839K
Jul 18, 2022 Q2 2022
All Season Financial Advisors, Inc.

BUY
 -
12.3K
New
$575K - $695K
12.3K $823K
Jul 28, 2022 Q2 2022
Wescott Financial Advisory Group, LLC

BUY
 -
12.2K
+ 75.28%
$571K - $690K
28.5K $1.9M
Jul 26, 2022 Q2 2022
Systelligence, LLC

BUY
 -
12K
+ 32.67%
$561K - $679K
48.9K $3.26M
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
12K
+ 7.14%
$558K - $675K
180K $12M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
11.6K
+ 5.81%
$543K - $656K
212K $14.1M
Aug 03, 2022 Q2 2022
Tortoise Investment Management, LLC

BUY
 -
10.5K
+ 271.6%
$490K - $593K
14.4K $960K
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
9.84K
+ 24.5%
$459K - $555K
50K $3.34M
Aug 11, 2022 Q2 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
9.83K
+ 3.81%
$459K - $554K
268K $17.9M
Aug 05, 2022 Q2 2022
Disciplined Equity Management, Inc.

BUY
 -
9.48K
+ 3.7%
$442K - $535K
266K $17.8M
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

BUY
 -
9.45K
New
$441K - $533K
9.45K $631K
Aug 12, 2022 Q2 2022
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
9.43K
New
$440K - $532K
9.43K $630K
Jul 19, 2022 Q2 2022
Comerica Securities,Inc.

BUY
 -
9.37K
+ 6.3%
$437K - $528K
158K $10.6M
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
9.09K
+ 117.1%
$424K - $513K
16.8K $1.12M
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
8.94K
New
$417K - $504K
8.94K $597K
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
8.91K
New
$416K - $503K
8.91K $595K
Jul 18, 2022 Q2 2022
Wealthpoint, LLC

BUY
 -
8.86K
New
$414K - $500K
8.86K $592K
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
8.61K
+ 8.26%
$402K - $486K
113K $7.53M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
8.42K
+ 9.14%
$393K - $475K
101K $6.71M
Jul 20, 2022 Q2 2022
Wealthfront Advisers LLC

BUY
 -
8K
New
$373K - $451K
8K $534K
Jul 21, 2022 Q2 2022
Cra Financial Services, LLC

BUY
 -
7.72K
New
$360K - $435K
7.72K $515K
Sep 08, 2022 Q2 2022
Francis Financial, Inc.

New York, NY
BUY
 -
7.68K
New
$358K - $433K
7.68K $513K
Aug 02, 2022 Q2 2022
Brown Advisory Inc

BUY
 -
7.35K
+ 153.46%
$343K - $415K
12.1K $811K
Aug 12, 2022 Q2 2022
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
7.3K
New
$341K - $412K
7.3K $487K
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
7.01K
New
$327K - $395K
7.01K $468K
Jul 14, 2022 Q2 2022
Marcum Wealth, LLC

BUY
 -
6.61K
New
$308K - $373K
6.61K $441K
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

BUY
 -
6.6K
New
$308K - $372K
6.6K $441K
Jul 22, 2022 Q2 2022
Annapolis Financial Services, LLC

BUY
 -
6.57K
+ 24.9%
$306K - $370K
32.9K $2.2M
Aug 05, 2022 Q2 2022
Bridgewater Advisors Inc.

BUY
 -
6.29K
+ 23.12%
$293K - $354K
33.5K $2.23M
Jul 15, 2022 Q2 2022
Amarillo National Bank

BUY
 -
6.08K
New
$283K - $343K
6.08K $406K
Jul 25, 2022 Q2 2022
Maryland Capital Advisors Inc.

BUY
 -
5.97K
+ 180.81%
$279K - $337K
9.28K $619K
Jul 28, 2023 Q2 2022
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
5.77K
New
$269K - $325K
5.77K $385K

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