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
Jul 25, 2022 Q2 2022
Websterrogers Financial Advisors, LLC

SELL
 -
-2.86K
- 12.94%
$134K - $161K
19.3K $1.15M
Aug 15, 2022 Q2 2022
Hm Payson & CO

Portland, ME
SELL
 -
-3.28K
- 45.58%
$153K - $185K
3.92K $234K
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-3.37K
- 4.08%
$157K - $190K
79.3K $4.74M
Aug 03, 2022 Q2 2022
Oakwell Private Wealth Management, LLC

SELL
 -
-3.6K
Closed
$168K - $203K
0 $0
Aug 01, 2022 Q2 2022
Us Bancorp \De\

SELL
 -
-3.6K
- 40.99%
$168K - $203K
5.19K $310K
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-3.67K
Closed
$171K - $207K
0 $0
Jul 25, 2022 Q2 2022
Foster Group, Inc.

SELL
 -
-3.67K
- 0.62%
$171K - $207K
590K $35.2M
Aug 08, 2022 Q2 2022
Vista Capital Partners, Inc.

SELL
 -
-3.69K
Closed
$172K - $208K
0 $0
Jul 18, 2022 Q2 2022
Waypoint Capital Advisors, LLC

SELL
 -
-3.69K
Closed
$172K - $208K
0 $0
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-3.72K
Closed
$173K - $210K
0 $0
Aug 15, 2022 Q2 2022
Forum Financial Management, LP

Lombard, IL
SELL
 -
-3.91K
- 3.43%
$182K - $220K
110K $6.58M
Aug 11, 2022 Q2 2022
Silver Oak Advisory Group, Inc.

Portland, OR
SELL
 -
-4.03K
Closed
$188K - $228K
0 $0
Aug 02, 2022 Q2 2022
Cornerstone Advisory, LLC

SELL
 -
-4.14K
Closed
$193K - $234K
0 $0
Aug 15, 2022 Q2 2022
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-4.19K
Closed
$196K - $236K
0 $0
Jul 13, 2022 Q2 2022
Rgt Wealth Advisors, LLC

SELL
 -
-4.28K
- 27.45%
$200K - $241K
11.3K $675K
Jul 25, 2022 Q2 2022
Regions Financial Corp

SELL
 -
-4.36K
Closed
$203K - $246K
0 $0
Jul 08, 2022 Q2 2022
Shanker Valleau Wealth Advisors, Inc.

SELL
 -
-4.56K
Closed
$213K - $257K
0 $0
Jul 25, 2022 Q2 2022
Crown Wealth Group, LLC

SELL
 -
-4.64K
- 13.5%
$216K - $262K
29.7K $1.77M
Aug 09, 2022 Q2 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-4.64K
Closed
$217K - $262K
0 $0
Aug 08, 2022 Q2 2022
Worth Pointe, LLC

La Jolla, CA
SELL
 -
-4.68K
- 3.28%
$219K - $264K
138K $8.25M
Jul 19, 2022 Q2 2022
Mai Capital Management

SELL
 -
-4.79K
Closed
$223K - $270K
0 $0
Jul 27, 2022 Q2 2022
Cypress Wealth Services, LLC

SELL
 -
-4.92K
- 10.93%
$230K - $278K
40.1K $2.39M
Aug 11, 2023 Q2 2022
Hill Investment Group Partners, LLC

St. Louis, MO
SELL
 -
-5.31K
- 4.85%
$248K - $299K
104K $6.22M
Jul 25, 2022 Q2 2022
Private Ocean, LLC

SELL
 -
-5.39K
- 11.27%
$252K - $304K
42.5K $2.54M
Aug 01, 2022 Q2 2022
1900 Wealth Management LLC

SELL
 -
-5.58K
- 3.36%
$260K - $315K
161K $9.6M
Aug 15, 2022 Q2 2022
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-5.62K
Closed
$262K - $317K
0 $0
Jul 08, 2022 Q2 2022
Baker Boyer National Bank

SELL
 -
-5.91K
- 8.11%
$276K - $333K
66.9K $4M
Jul 28, 2022 Q2 2022
Equius Partners, Inc.

SELL
 -
-6.07K
- 8.69%
$283K - $342K
63.7K $3.8M
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-6.3K
- 95.26%
$294K - $355K
313 $18.7K
Aug 01, 2022 Q2 2022
American Financial Advisors, LLC

SELL
 -
-6.38K
Closed
$297K - $360K
0 $0
Aug 01, 2022 Q2 2022
Total Wealth Planning, LLC

SELL
 -
-6.4K
- 33.45%
$298K - $361K
12.7K $760K
Aug 12, 2022 Q2 2022
First Western Trust Bank

Denver, CO
SELL
 -
-6.91K
- 10.19%
$322K - $390K
60.9K $3.64M
Aug 11, 2022 Q2 2022
Choreo, LLC

Minneapolis, MN
SELL
 -
-7.22K
- 1.28%
$337K - $407K
558K $33.3M
Sep 13, 2022 Q2 2022
Brown Advisory Inc

SELL
 -
-7.35K
- 60.55%
$343K - $415K
4.79K $286K
Aug 10, 2022 Q2 2022
Stegent Equity Advisors, Inc.

Houston, TX
SELL
 -
-7.93K
- 34.12%
$370K - $447K
15.3K $915K
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-7.95K
- 5.0%
$371K - $449K
151K $9.02M
Jul 22, 2022 Q2 2022
Savant Capital, LLC

SELL
 -
-8.1K
- 1.32%
$378K - $457K
606K $36.2M
Aug 02, 2022 Q2 2022
Carson Allaria Wealth Management, Ltd.

SELL
 -
-8.14K
- 8.98%
$380K - $459K
82.5K $4.93M
Aug 02, 2022 Q2 2022
Heritage Investment Group, Inc.

SELL
 -
-8.42K
- 1.54%
$393K - $475K
539K $32.2M
Aug 01, 2022 Q2 2022
Osborne Partners Capital Management, LLC

SELL
 -
-8.44K
Closed
$394K - $476K
0 $0
Aug 16, 2022 Q2 2022
Mather Group, Llc.

Chicago, IL
SELL
 -
-9.54K
Closed
$445K - $538K
0 $0
Jul 14, 2022 Q2 2022
Vista Wealth Management Group, LLC

SELL
 -
-9.87K
- 2.06%
$460K - $556K
469K $28M
Aug 02, 2022 Q2 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-9.94K
- 3.5%
$464K - $561K
274K $16.4M
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-9.96K
- 4.21%
$465K - $562K
227K $13.5M
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-10.9K
Closed
$510K - $617K
0 $0
Oct 16, 2023 Q2 2022
Schoolcraft Capital LLC

Boulder, CO
SELL
 -
-11.1K
- 33.59%
$519K - $627K
22K $1.31M
Jul 27, 2022 Q2 2022
Modera Wealth Management, LLC

SELL
 -
-11.4K
- 2.09%
$531K - $642K
532K $31.8M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-12.2K
Closed
$568K - $686K
0 $0
Jul 18, 2022 Q2 2022
Collective Family Office LLC

SELL
 -
-13K
Closed
$605K - $731K
0 $0

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