Purchases and Sales Made in Q2 2024 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 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 02, 2024 Q2 2024
Mission Wealth Management, LP

BUY
 -
722
+ 0.35%
$41.5K - $45K
210K $13.6M
Jul 30, 2024 Q2 2024
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
713
+ 0.1%
$40.9K - $44.5K
724K $47.1M
Jul 10, 2024 Q2 2024
S.A. Mason LLC

BUY
 -
710
+ 10.26%
$40.8K - $44.3K
7.63K $496K
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
708
+ 708.0%
$40.7K - $44.2K
808 $52.5K
Aug 12, 2024 Q2 2024
Beta Wealth Group, Inc.

BUY
 -
706
+ 4.9%
$40.5K - $44K
15.1K $982K
Jul 22, 2024 Q2 2024
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
640
+ 0.58%
$36.7K - $39.9K
111K $7.22M
Jul 18, 2024 Q2 2024
Naples Global Advisors, LLC

Naples, FL
BUY
 -
628
+ 4.01%
$36.1K - $39.2K
16.3K $1.06M
Jul 19, 2024 Q2 2024
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
619
+ 4.14%
$35.5K - $38.6K
15.6K $1.01M
Aug 09, 2024 Q2 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
612
+ 4.66%
$35.1K - $38.2K
13.7K $893K
Aug 06, 2024 Q2 2024
Us Bancorp \De\

BUY
 -
607
+ 5.69%
$34.9K - $37.9K
11.3K $732K
Aug 13, 2024 Q2 2024
Orion Portfolio Solutions, LLC

BUY
 -
603
+ 4.54%
$34.6K - $37.6K
13.9K $902K
Aug 01, 2024 Q2 2024
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
569
+ 1.17%
$32.7K - $35.5K
49.4K $3.21M
Jul 31, 2024 Q2 2024
Valmark Advisers, Inc.

BUY
 -
556
+ 3.08%
$31.9K - $34.7K
18.6K $1.21M
Jul 24, 2024 Q2 2024
Bay Colony Advisory Group, Inc D

BUY
 -
551
+ 4.89%
$31.6K - $34.4K
11.8K $769K
Aug 06, 2024 Q2 2024
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
519
+ 4.22%
$29.8K - $32.4K
12.8K $833K
Jul 15, 2024 Q2 2024
Gemmer Asset Management LLC

BUY
 -
512
+ 0.37%
$29.4K - $31.9K
139K $9.04M
Jul 25, 2024 Q2 2024
Maryland Capital Advisors Inc.

BUY
 -
508
+ 2.48%
$29.2K - $31.7K
21K $1.37M
Jul 24, 2024 Q2 2024
Lvz, Inc.

BUY
 -
463
+ 1.36%
$26.6K - $28.9K
34.4K $2.24M
Aug 14, 2024 Q2 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
460
+ 0.61%
$26.4K - $28.7K
76.2K $4.96M
Jul 15, 2024 Q2 2024
Pinnacle Bancorp, Inc.

BUY
 -
456
+ 2.38%
$26.2K - $28.4K
19.6K $1.28M
Aug 29, 2024 Q2 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
449
+ 0.86%
$25.8K - $28K
52.9K $3.44M
Jul 18, 2024 Q2 2024
Efficient Frontier Advisors LLC

Eastford, CT
BUY
 -
449
+ 0.77%
$25.8K - $28K
58.9K $3.83M
Aug 09, 2024 Q2 2024
Gds Wealth Management

BUY
 -
427
+ 11.63%
$24.5K - $26.6K
4.1K $266K
Jul 05, 2024 Q2 2024
Versant Capital Management, Inc

BUY
 -
424
+ 7.43%
$24.3K - $26.4K
6.13K $398K
Aug 15, 2024 Q2 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
419
+ 167.6%
$24.1K - $26.1K
669 $43.5K
Jul 15, 2024 Q2 2024
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
406
New
$23.3K - $25.3K
406 $26.4K
Aug 13, 2024 Q2 2024
Advisory Services Network, LLC

BUY
 -
386
+ 1.71%
$22.2K - $24.1K
23K $1.49M
Aug 14, 2024 Q2 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
365
+ 0.87%
$21K - $22.8K
42.2K $2.74M
Aug 13, 2024 Q2 2024
Worth Pointe, LLC

La Jolla, CA
BUY
 -
325
+ 0.2%
$18.7K - $20.3K
162K $10.5M
Jul 25, 2024 Q2 2024
Tranquility Partners, LLC

BUY
 -
287
+ 8.89%
$16.5K - $17.9K
3.52K $229K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
284
New
$16.3K - $17.7K
284 $18.5K
Aug 09, 2024 Q2 2024
Essex Financial Services, Inc.

BUY
 -
281
+ 2.99%
$16.1K - $17.5K
9.68K $629K
Sep 20, 2024 Q2 2024
Centaurus Financial, Inc.

BUY
 -
276
+ 2.35%
$15.8K - $17.2K
12K $781K
Aug 13, 2024 Q2 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
275
+ 2.92%
$15.8K - $17.2K
9.7K $630K
Aug 08, 2024 Q2 2024
Parallel Advisors, LLC

BUY
 -
272
+ 4.44%
$15.6K - $17K
6.4K $416K
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

BUY
 -
252
+ 22.26%
$14.5K - $15.7K
1.38K $89.9K
Jul 15, 2024 Q2 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
230
+ 0.48%
$13.2K - $14.3K
48.2K $3.13M
Aug 12, 2024 Q2 2024
Mai Capital Management

BUY
 -
223
+ 0.16%
$12.8K - $13.9K
142K $9.21M
Jul 08, 2024 Q2 2024
City State Bank

Norwalk, IA
BUY
 -
215
New
$12.3K - $13.4K
215 $14K
Jul 05, 2024 Q2 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
206
New
$11.8K - $12.8K
206 $13.4K
Aug 01, 2024 Q2 2024
Squire Investment Management Company, LLC

Orem, UT
BUY
 -
179
+ 0.99%
$10.3K - $11.2K
18.3K $1.19M
Jul 19, 2024 Q2 2024
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
168
+ 3.94%
$9.65K - $10.5K
4.43K $288K
Jul 31, 2024 Q2 2024
Investment Advisory Group, LLC

BUY
 -
149
+ 0.29%
$8.56K - $9.29K
51.5K $3.35M
Jul 26, 2024 Q2 2024
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
144
+ 400.0%
$8.27K - $8.98K
180 $11.7K
Aug 13, 2024 Q2 2024
Mc Ilrath & Eck, LLC

BUY
 -
132
+ 3.62%
$7.58K - $8.23K
3.78K $245K
Aug 08, 2024 Q2 2024
Pinnacle Financial Group, LLC

BUY
 -
114
+ 0.1%
$6.55K - $7.11K
109K $7.07M
Jul 08, 2024 Q2 2024
Quent Capital, LLC

BUY
 -
111
+ 5.64%
$6.37K - $6.92K
2.08K $135K
Aug 06, 2024 Q2 2024
Bka Wealth Consulting, Inc.

BUY
 -
110
+ 1.42%
$6.32K - $6.86K
7.85K $510K
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
107
+ 4.3%
$6.14K - $6.67K
2.59K $169K

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