Purchases and Sales Made in Q2 2024 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 2024. 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 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-14.5K- 0.98% |
$834K - $906K
|
1.46M
$99M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-14.6K- 6.35% |
$839K - $911K
|
216K
$14.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.8K- 0.62% |
$849K - $922K
|
2.37M
$160M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-15K- 31.61% |
$863K - $937K
|
32.5K
$2.2M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.2K- 7.82% |
$871K - $947K
|
179K
$12.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-16K- 46.7% |
$920K - $999K
|
18.3K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.9K- 6.7% |
$968K - $1.05M
|
235K
$15.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-19.2K- 17.59% |
$1.1M - $1.2M
|
89.8K
$6.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20K- 57.28% |
$1.15M - $1.25M
|
14.9K
$1.01M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-24.6K- 73.57% |
$1.41M - $1.53M
|
8.83K
$597K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24.6K- 1.81% |
$1.42M - $1.54M
|
1.33M
$90.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-25.9K- 4.93% |
$1.49M - $1.62M
|
499K
$33.8M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-35.6K- 18.9% |
$2.05M - $2.22M
|
153K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-37.6K- 65.38% |
$2.16M - $2.34M
|
19.9K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-47.6K- 4.29% |
$2.74M - $2.97M
|
1.06M
$71.8M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-47.8K- 16.75% |
$2.74M - $2.98M
|
237K
$16.1M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59.5K- 22.52% |
$3.41M - $3.71M
|
205K
$13.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-65.7K- 15.11% |
$3.77M - $4.1M
|
369K
$24.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-69.8K- 37.57% |
$4.01M - $4.35M
|
116K
$7.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-75.7K- 1.11% |
$4.34M - $4.72M
|
6.72M
$454M
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-100K- 81.18% |
$5.76M - $6.26M
|
23.3K
$1.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-119K- 96.94% |
$6.82M - $7.41M
|
3.74K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-123K- 66.22% |
$7.05M - $7.65M
|
62.6K
$4.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-131K- 13.49% |
$7.54M - $8.19M
|
842K
$56.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-343K- 33.92% |
$19.7M - $21.4M
|
668K
$45.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.86M- 99.42% |
$107M - $116M
|
10.9K
$740K
|
|
|
Aug 08, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-11.4M- 98.4% |
$655M - $712M
|
186K
$12.6M
|