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 02, 2022 Q2 2022
Colony Family Offices, LLC

BUY
 -
5.74K
New
$268K - $324K
5.74K $373K
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
BUY
 -
5.66K
New
$264K - $319K
5.66K $368K
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

BUY
 -
5.62K
New
$262K - $317K
5.62K $365K
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

BUY
 -
5.49K
+ 18.01%
$256K - $310K
36K $2.34M
Aug 16, 2022 Q2 2022
Svb Wealth LLC

Boston, MA
BUY
 -
5.44K
+ 36.52%
$254K - $307K
20.3K $1.32M
Aug 11, 2022 Q2 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
5.16K
+ 119.3%
$241K - $291K
9.49K $617K
Aug 15, 2022 Q2 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
4.94K
New
$231K - $279K
4.94K $321K
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

BUY
 -
4.94K
New
$230K - $279K
4.94K $321K
Jul 11, 2022 Q2 2022
Austin Asset Management CO Inc

BUY
 -
4.39K
+ 1.29%
$205K - $247K
345K $22.4M
Aug 12, 2022 Q2 2022
Commerce Bank

Kansas City, MO
BUY
 -
4.34K
New
$202K - $244K
4.34K $282K
Sep 11, 2024 Q2 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
4.27K
New
$199K - $241K
4.27K $278K
Aug 02, 2022 Q2 2022
Tanager Wealth Management LLP

BUY
 -
4.26K
New
$199K - $240K
4.26K $277K
Jul 22, 2022 Q2 2022
Retirement Guys Formula LLC

BUY
 -
3.89K
+ 23.78%
$182K - $220K
20.3K $1.32M
Aug 02, 2022 Q2 2022
Jackson Thornton Asset Management, LLC

BUY
 -
3.71K
+ 1.25%
$173K - $209K
301K $19.6M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
3.67K
New
$171K - $207K
3.67K $238K
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
3.58K
+ 5.96%
$167K - $202K
63.7K $4.14M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
3.49K
+ 11.36%
$163K - $197K
34.2K $2.22M
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

BUY
 -
3.45K
+ 53.81%
$161K - $194K
9.86K $641K
Aug 15, 2022 Q2 2022
G2 Capital Management, LLC

Columbus, OH
BUY
 -
3.39K
+ 2.08%
$158K - $191K
166K $10.8M
Aug 05, 2022 Q2 2022
Oakworth Capital, Inc.

BUY
 -
3.07K
New
$143K - $173K
3.07K $200K
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.85K
+ 3.64%
$133K - $160K
81K $5.27M
Jul 28, 2022 Q2 2022
Andrews, Lucia Wealth Management LLC

BUY
 -
2.68K
+ 2.85%
$125K - $151K
96.7K $6.28M
Aug 01, 2022 Q2 2022
Kraft Asset Management, LLC

BUY
 -
2.64K
+ 3.85%
$123K - $149K
71.2K $4.62M
Jul 28, 2022 Q2 2022
Bcm Advisors, LLC

BUY
 -
2.58K
+ 23.18%
$120K - $145K
13.7K $891K
Jul 27, 2022 Q2 2022
Rs Crum Inc.

BUY
 -
2.41K
+ 2.73%
$113K - $136K
90.8K $5.9M
Sep 21, 2022 Q2 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
2.34K
New
$109K - $132K
2.34K $152K
Jul 15, 2022 Q2 2022
Investmark Advisory Group LLC

BUY
 -
2.2K
+ 4.24%
$102K - $124K
54K $3.51M
Aug 04, 2022 Q2 2022
Concord Wealth Partners

BUY
 -
2.1K
New
$97.7K - $118K
2.1K $136K
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
2.09K
+ 4.96%
$97.5K - $118K
44.2K $2.87M
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.02K
+ 3.06%
$94.4K - $114K
68.2K $4.43M
Aug 01, 2022 Q2 2022
Awm Capital, LLC

BUY
 -
2.01K
+ 22.93%
$94K - $114K
10.8K $702K
Aug 01, 2022 Q2 2022
Dopkins Wealth Management, LLC

BUY
 -
2.01K
+ 3.45%
$93.8K - $113K
60.4K $3.92M
Jul 12, 2022 Q2 2022
Baldrige Asset Management LLC

BUY
 -
1.95K
+ 33.94%
$91K - $110K
7.7K $500K
Aug 01, 2022 Q2 2022
Armor Investment Advisors, LLC

BUY
 -
1.84K
+ 5.41%
$85.7K - $104K
35.8K $2.32M
Aug 10, 2022 Q2 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
1.78K
+ 3.46%
$82.9K - $100K
53.1K $3.45M
Aug 10, 2022 Q2 2022
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
1.77K
+ 41.64%
$82.5K - $99.7K
6.01K $391K
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
1.71K
+ 1.51%
$79.8K - $96.4K
115K $7.47M
Jul 19, 2022 Q2 2022
Level Financial Advisors, Inc.

BUY
 -
1.64K
New
$76.6K - $92.6K
1.64K $107K
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.6K
+ 20.5%
$74.8K - $90.4K
9.42K $612K
Jul 26, 2022 Q2 2022
Capital Performance Advisors LLP

BUY
 -
1.52K
+ 1.09%
$70.8K - $85.6K
141K $9.15M
Aug 11, 2022 Q2 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
1.5K
+ 30.28%
$70K - $84.7K
6.46K $420K
Jul 25, 2022 Q2 2022
Waterfront Wealth Inc.

BUY
 -
1.44K
+ 8.83%
$67K - $81K
17.7K $1.15M
Aug 11, 2022 Q2 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
1.43K
New
$66.5K - $80.4K
1.43K $92.7K
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.41K
+ 13.14%
$65.9K - $79.7K
12.2K $791K
Jul 29, 2022 Q2 2022
Colorado Capital Management, Inc.

BUY
 -
1.36K
+ 1.3%
$63.3K - $76.5K
106K $6.86M
Aug 19, 2022 Q2 2022
Eagle Bay Advisors LLC

New York, NY
BUY
 -
1.27K
New
$59K - $71.3K
1.27K $82.2K
Aug 05, 2022 Q2 2022
Efficient Advisors, LLC

BUY
 -
1.16K
+ 28.64%
$54.3K - $65.6K
5.22K $340K
Aug 15, 2022 Q2 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
1.15K
+ 1.53%
$53.6K - $64.7K
76K $4.94M
Jul 28, 2022 Q2 2022
Bayshore Asset Management, LLC

BUY
 -
953
+ 1.13%
$44.5K - $53.7K
85.1K $5.53M

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