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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
SELL
|
- |
-14.1K- 46.6% |
$659K - $797K
|
16.2K
$998K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-14.6K- 3.37% |
$683K - $826K
|
420K
$25.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-14.7KClosed |
$685K - $829K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-17.7KClosed |
$826K - $998K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-18.2KClosed |
$850K - $1.03M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.9K- 32.79% |
$1.16M - $1.4M
|
51K
$3.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-29.9K- 74.12% |
$1.39M - $1.68M
|
10.4K
$643K
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-34.5K- 2.2% |
$1.61M - $1.95M
|
1.54M
$94.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-41.4K- 31.41% |
$1.93M - $2.33M
|
90.4K
$5.57M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-43K- 2.41% |
$2M - $2.42M
|
1.74M
$107M
|
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-49K- 7.82% |
$2.29M - $2.77M
|
578K
$35.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-53.6K- 89.23% |
$2.5M - $3.02M
|
6.47K
$399K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56.7K- 70.23% |
$2.64M - $3.2M
|
24K
$1.48M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-67K- 27.32% |
$3.13M - $3.78M
|
178K
$11M
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-74.3K- 20.17% |
$3.47M - $4.19M
|
294K
$18.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-85.9K- 29.2% |
$4.01M - $4.84M
|
208K
$12.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-276K- 4.0% |
$12.9M - $15.6M
|
6.62M
$408M
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-465KClosed |
$21.7M - $26.2M
|
0
$0
|