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 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-13- 0.18% |
$606 - $733
|
7.25K
$433K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-15- 0.14% |
$700 - $846
|
10.4K
$621K
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-19- 0.07% |
$886 - $1.07K
|
26.5K
$1.58M
|
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-50- 0.08% |
$2.33K - $2.82K
|
64.8K
$3.87M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-72- 0.09% |
$3.36K - $4.06K
|
80.6K
$4.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-84- 0.3% |
$3.92K - $4.74K
|
28.2K
$1.68M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-107- 2.34% |
$4.99K - $6.03K
|
4.47K
$267K
|
|
|
Jul 19, 2022
Q2 2022
|
Karpas Strategies, LLC
|
SELL
|
- |
-110- 1.19% |
$5.13K - $6.2K
|
9.12K
$544K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-124- 33.7% |
$5.78K - $6.99K
|
244
$14.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-151- 2.52% |
$7.04K - $8.52K
|
5.85K
$349K
|
|
|
Jul 29, 2022
Q2 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-160- 0.49% |
$7.46K - $9.02K
|
32.4K
$1.94M
|
|
|
Aug 09, 2022
Q2 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-170- 0.13% |
$7.93K - $9.59K
|
135K
$8.08M
|
|
|
Jul 18, 2022
Q2 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-185- 0.53% |
$8.63K - $10.4K
|
34.9K
$2.08M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-193- 62.87% |
$9K - $10.9K
|
114
$6.81K
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-208- 0.68% |
$9.7K - $11.7K
|
30.6K
$1.83M
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-215- 0.16% |
$10K - $12.1K
|
137K
$8.15M
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-219- 0.58% |
$10.2K - $12.4K
|
37.5K
$2.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-251- 1.38% |
$11.7K - $14.2K
|
17.9K
$1.07M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-268- 16.02% |
$12.5K - $15.1K
|
1.41K
$83.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-300- 4.62% |
$14K - $16.9K
|
6.2K
$370K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-316Closed |
$14.7K - $17.8K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-326- 1.91% |
$15.2K - $18.4K
|
16.7K
$999K
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-333- 2.69% |
$15.5K - $18.8K
|
12.1K
$720K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-354- 6.02% |
$16.5K - $20K
|
5.53K
$330K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-415- 7.46% |
$19.4K - $23.4K
|
5.15K
$307K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-480- 32.43% |
$22.4K - $27.1K
|
1K
$59.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-502- 1.03% |
$23.4K - $28.3K
|
48.2K
$2.88M
|
|
|
Aug 16, 2022
Q2 2022
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-504- 0.78% |
$23.5K - $28.4K
|
64.1K
$3.83M
|
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-542- 0.43% |
$25.3K - $30.6K
|
126K
$7.54M
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-732- 0.21% |
$34.1K - $41.3K
|
341K
$20.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-777- 1.08% |
$36.2K - $43.8K
|
71.4K
$4.26M
|
|
|
May 31, 2023
Q2 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-779- 3.8% |
$36.3K - $43.9K
|
19.7K
$1.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-854Closed |
$39.8K - $48.2K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-992- 6.43% |
$46.3K - $55.9K
|
14.4K
$862K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.02K- 5.88% |
$47.5K - $57.4K
|
16.3K
$973K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.27K- 0.12% |
$59.4K - $71.8K
|
1.03M
$61.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.31K- 20.43% |
$61.2K - $73.9K
|
5.11K
$305K
|
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.48K- 9.0% |
$69.1K - $83.6K
|
15K
$895K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.49K- 17.13% |
$69.6K - $84.2K
|
7.22K
$431K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 7.31% |
$74.4K - $89.9K
|
20.2K
$1.21M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.62K- 1.34% |
$75.6K - $91.4K
|
119K
$7.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.66K- 12.67% |
$77.3K - $93.5K
|
11.4K
$682K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.72K- 3.95% |
$80.2K - $97K
|
41.8K
$2.49M
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.8KClosed |
$83.9K - $101K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.93K- 81.73% |
$90.2K - $109K
|
432
$25.8K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.02K- 9.97% |
$94.1K - $114K
|
18.2K
$1.09M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.11K- 3.09% |
$98.3K - $119K
|
66.1K
$3.95M
|
|
|
Jul 29, 2022
Q2 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-2.15K- 0.35% |
$100K - $121K
|
613K
$36.6M
|
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.54K- 1.11% |
$118K - $143K
|
226K
$13.5M
|
|
|
Oct 09, 2024
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-2.65K- 25.04% |
$123K - $149K
|
7.92K
$473K
|