Purchases and Sales Made in Q2 2022 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 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 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
859New |
$40.1K - $48.4K
|
859
$55.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
857+ 0.72% |
$40K - $48.3K
|
119K
$7.76M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
820New |
$38.3K - $46.2K
|
820
$53.3K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
762+ 0.75% |
$35.5K - $43K
|
103K
$6.67M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
746New |
$34.8K - $42.1K
|
746
$48.5K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
728+ 16.8% |
$34K - $41.1K
|
5.06K
$329K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
699+ 3.82% |
$32.6K - $39.4K
|
19K
$1.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
699+ 3.82% |
$32.6K - $39.4K
|
19K
$1.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
682New |
$31.8K - $38.5K
|
682
$44.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
672New |
$31.3K - $37.9K
|
672
$43.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
659+ 4.53% |
$30.7K - $37.2K
|
15.2K
$988K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
580+ 4.61% |
$27.1K - $32.7K
|
13.2K
$855K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
574New |
$26.8K - $32.4K
|
574
$37.3K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
525+ 12.9% |
$24.5K - $29.6K
|
4.6K
$299K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
441+ 0.49% |
$20.6K - $24.9K
|
90.7K
$5.9M
|
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
300+ 4.84% |
$14K - $16.9K
|
6.5K
$422K
|
|
|
Jul 28, 2022
Q2 2022
|
Claris Advisors, LLC
|
BUY
|
- |
250+ 0.25% |
$11.7K - $14.1K
|
102K
$6.65M
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
199+ 0.35% |
$9.28K - $11.2K
|
56.3K
$3.66M
|
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
179+ 2.99% |
$8.35K - $10.1K
|
6.17K
$401K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
173New |
$8.07K - $9.76K
|
173
$11.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
73+ 0.21% |
$3.41K - $4.12K
|
34.9K
$2.27M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
70+ 1.31% |
$3.27K - $3.95K
|
5.42K
$352K
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
43+ 0.26% |
$2.01K - $2.43K
|
16.8K
$1.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
41+ 0.28% |
$1.91K - $2.31K
|
14.7K
$953K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
34New |
$1.59K - $1.92K
|
34
$2.21K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
30New |
$1.4K - $1.69K
|
30
$1.95K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
30+ 0.18% |
$1.4K - $1.69K
|
16.8K
$1.09M
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
29+ 0.28% |
$1.35K - $1.64K
|
10.4K
$678K
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
25+ 0.28% |
$1.17K - $1.41K
|
9.05K
$588K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21+ 0.19% |
$980 - $1.18K
|
10.8K
$703K
|
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
18+ 0.24% |
$840 - $1.02K
|
7.62K
$495K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.06% |
$606 - $733
|
21.9K
$1.42M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11+ 0.04% |
$513 - $620
|
27K
$1.76M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11+ 0.25% |
$513 - $620
|
4.45K
$289K
|
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
9+ 0.21% |
$420 - $508
|
4.23K
$275K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9+ 0.31% |
$420 - $508
|
2.92K
$190K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8+ 0.21% |
$373 - $451
|
3.89K
$253K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7+ 0.23% |
$327 - $395
|
3.03K
$197K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.12% |
$280 - $338
|
4.93K
$320K
|
|
|
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.11% |
$233 - $282
|
4.55K
$296K
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$233 - $282
|
15K
$975K
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
4+ 0.09% |
$187 - $226
|
4.47K
$291K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4+ 0.04% |
$187 - $226
|
10.9K
$709K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.04% |
$93.3 - $113
|
5.35K
$347K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.26% |
$46.7 - $56.4
|
391
$25.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.03% |
$46.7 - $56.4
|
3.38K
$220K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1+ 0.0% |
$46.7 - $56.4
|
22.4K
$1.45M
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.0% |
$46.7 - $56.4
|
29.6K
$1.92M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1- 0.1% |
$46.7 - $56.4
|
1.03K
$67.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6- 0.05% |
$280 - $338
|
12.4K
$806K
|