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 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24.6K- 1.81% |
$1.42M - $1.54M
|
1.33M
$86.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-25.9K- 4.93% |
$1.49M - $1.62M
|
499K
$32.5M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-35.6K- 18.9% |
$2.05M - $2.22M
|
153K
$9.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-37.6K- 65.38% |
$2.16M - $2.34M
|
19.9K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-47.6K- 4.29% |
$2.74M - $2.97M
|
1.06M
$69.1M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-47.8K- 16.75% |
$2.74M - $2.98M
|
237K
$15.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-65.7K- 15.11% |
$3.77M - $4.1M
|
369K
$24M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-69.8K- 37.57% |
$4.01M - $4.35M
|
116K
$7.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-75.7K- 1.11% |
$4.34M - $4.72M
|
6.72M
$437M
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-100K- 81.18% |
$5.76M - $6.26M
|
23.3K
$1.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-119K- 96.94% |
$6.82M - $7.41M
|
3.74K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-123K- 66.22% |
$7.05M - $7.65M
|
62.6K
$4.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-131K- 13.49% |
$7.54M - $8.19M
|
842K
$54.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-343K- 33.92% |
$19.7M - $21.4M
|
668K
$43.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.86M- 99.42% |
$107M - $116M
|
10.9K
$711K
|
|
|
Aug 08, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-11.4M- 98.4% |
$655M - $712M
|
186K
$12.1M
|