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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.48K+ 3.08% |
$142K - $155K
|
82.9K
$5.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
2.42K+ 5.86% |
$139K - $151K
|
43.7K
$2.92M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.34K+ 12.65% |
$134K - $146K
|
20.9K
$1.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.29K+ 32.25% |
$132K - $143K
|
9.4K
$628K
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
BUY
|
- |
2.28K+ 2.7% |
$131K - $142K
|
86.7K
$5.79M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.21K+ 8.54% |
$127K - $138K
|
28.1K
$1.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
2.18K+ 1.89% |
$125K - $136K
|
118K
$7.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.18K+ 2.87% |
$125K - $136K
|
78.1K
$5.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.14K+ 113.44% |
$123K - $134K
|
4.03K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.11K+ 10.0% |
$121K - $132K
|
23.3K
$1.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.09K+ 0.91% |
$120K - $130K
|
232K
$15.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.93K+ 0.64% |
$111K - $121K
|
302K
$20.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.92K+ 3.93% |
$110K - $120K
|
50.9K
$3.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.88K+ 5.68% |
$108K - $118K
|
35K
$2.34M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.8K+ 24.74% |
$104K - $113K
|
9.1K
$607K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.75K+ 14.2% |
$101K - $109K
|
14.1K
$942K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.75KNew |
$100K - $109K
|
1.75K
$117K
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.74K+ 13.67% |
$99.7K - $108K
|
14.4K
$964K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.69K+ 151.35% |
$96.8K - $105K
|
2.8K
$187K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.66K+ 10.86% |
$95.1K - $103K
|
16.9K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.58K+ 4.29% |
$91K - $98.8K
|
38.5K
$2.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.54K+ 4.08% |
$88.3K - $95.9K
|
39.2K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.54K+ 10.39% |
$88.2K - $95.8K
|
16.3K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.45K+ 2.68% |
$83.5K - $90.7K
|
55.7K
$3.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
1.41K+ 14.86% |
$81K - $87.9K
|
10.9K
$728K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.37K+ 2.49% |
$78.4K - $85.1K
|
56.1K
$3.74M
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.35K+ 2.94% |
$77.5K - $84.2K
|
47.3K
$3.16M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.34KNew |
$76.8K - $83.4K
|
1.34K
$89.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.3K+ 35.11% |
$74.7K - $81.1K
|
5.01K
$334K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.29K+ 11.9% |
$74.1K - $80.5K
|
12.1K
$810K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.22K+ 6.35% |
$70K - $76K
|
20.4K
$1.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.21K+ 1.01% |
$69.7K - $75.7K
|
121K
$8.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.17K+ 7.77% |
$67.1K - $72.9K
|
16.2K
$1.08M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.15K+ 5.32% |
$66.2K - $71.9K
|
22.8K
$1.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.14K+ 1.16% |
$65.4K - $71K
|
99.3K
$6.63M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 14.95% |
$65.2K - $70.8K
|
8.73K
$583K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.13K+ 14.19% |
$64.7K - $70.3K
|
9.07K
$606K
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1.08K+ 13.15% |
$61.8K - $67.1K
|
9.26K
$618K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.03K+ 10.32% |
$59K - $64.1K
|
11K
$734K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.01K+ 7.9% |
$57.9K - $62.9K
|
13.8K
$920K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
963New |
$55.3K - $60.1K
|
963
$64.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
943+ 3.39% |
$54.1K - $58.8K
|
28.8K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
923+ 18.1% |
$53K - $57.6K
|
6.02K
$402K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
846+ 16.77% |
$48.6K - $52.8K
|
5.89K
$393K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
840+ 4.4% |
$48.2K - $52.4K
|
19.9K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
836+ 3.58% |
$48K - $52.1K
|
24.2K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
830+ 235.13% |
$47.7K - $51.8K
|
1.18K
$79K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
811+ 17.93% |
$46.6K - $50.6K
|
5.34K
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
774+ 0.43% |
$44.4K - $48.3K
|
179K
$12M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
734+ 10.55% |
$42.1K - $45.8K
|
7.69K
$513K
|