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 13, 2024 Q2 2024
Tag Stone Capital, Inc.

BUY
 -
103
+ 0.2%
$5.91K - $6.42K
52.8K $3.43M
Aug 13, 2024 Q2 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
101
+ 0.87%
$5.8K - $6.3K
11.7K $758K
Jul 31, 2024 Q2 2024
Keybank National Association

BUY
 -
96
+ 1.23%
$5.51K - $5.99K
7.88K $512K
Aug 13, 2024 Q2 2024
Merit Financial Group, LLC

BUY
 -
92
+ 1.81%
$5.28K - $5.74K
5.18K $337K
Aug 01, 2024 Q2 2024
Claris Advisors, LLC

BUY
 -
90
+ 0.09%
$5.17K - $5.61K
105K $6.82M
Jul 19, 2024 Q2 2024
Mbe Wealth Management, LLC

BUY
 -
81
+ 1.95%
$4.65K - $5.05K
4.23K $275K
Aug 09, 2024 Q2 2024
L & S Advisors Inc

Los Angeles, CA
BUY
 -
77
+ 0.67%
$4.42K - $4.8K
11.5K $750K
Jul 24, 2024 Q2 2024
Stratos Wealth Partners, Ltd.

BUY
 -
74
+ 0.31%
$4.25K - $4.62K
23.6K $1.53M
Jul 23, 2024 Q2 2024
Joel Isaacson & Co., LLC

BUY
 -
54
+ 0.7%
$3.1K - $3.37K
7.73K $502K
Aug 12, 2024 Q2 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
53
+ 0.28%
$3.04K - $3.31K
18.8K $1.22M
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
35
New
$2.01K - $2.18K
35 $2.27K
Aug 08, 2024 Q2 2024
Cnb Bank

Clearfield, PA
BUY
 -
35
New
$2.01K - $2.18K
35 $2.27K
Jul 15, 2024 Q2 2024
Physician Wealth Solutions Inc.

North Las Vegas, NV
BUY
 -
30
+ 0.06%
$1.72K - $1.87K
52.9K $3.44M
Aug 09, 2024 Q2 2024
Grunden Financial Advisory, Inc.

Denton, TX
BUY
 -
30
+ 0.06%
$1.72K - $1.87K
51.8K $3.37M
Aug 09, 2024 Q2 2024
Citizens Financial Group Inc

BUY
 -
30
+ 0.28%
$1.72K - $1.87K
10.7K $692K
Aug 08, 2024 Q2 2024
Seven Mile Advisory

Ewing, NJ
BUY
 -
28
+ 0.3%
$1.61K - $1.75K
9.51K $618K
Jul 19, 2024 Q2 2024
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
26
+ 0.28%
$1.49K - $1.62K
9.25K $601K
Aug 12, 2024 Q2 2024
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
25
+ 0.03%
$1.44K - $1.56K
72K $4.68M
Aug 01, 2024 Q2 2024
Resonant Capital Advisors, LLC

BUY
 -
23
+ 0.07%
$1.32K - $1.43K
32.9K $2.14M
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
22
+ 1.62%
$1.26K - $1.37K
1.38K $89.7K
Aug 01, 2024 Q2 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
22
New
$1.26K - $1.37K
22 $1.43K
Jul 02, 2024 Q2 2024
Marcum Wealth, LLC

BUY
 -
19
+ 0.28%
$1.09K - $1.19K
6.75K $439K
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
18
+ 15.79%
$1.03K - $1.12K
132 $8.58K
Aug 01, 2024 Q2 2024
Embree Financial Group

Chicago, IL
BUY
 -
17
+ 0.27%
$976 - $1.06K
6.31K $410K
Jul 24, 2024 Q2 2024
American Financial Advisors, LLC

BUY
 -
12
+ 0.23%
$689 - $748
5.25K $341K
Jul 19, 2024 Q2 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
10
+ 10.31%
$574 - $624
107 $6.95K
Jul 19, 2024 Q2 2024
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
10
+ 0.01%
$574 - $624
94.7K $6.15M
Aug 14, 2024 Q2 2024
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
10
+ 0.04%
$574 - $624
25.9K $1.68M
Aug 07, 2024 Q2 2024
Pds Planning, Inc

BUY
 -
9
+ 0.26%
$517 - $561
3.5K $228K
Aug 14, 2024 Q2 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
8
+ 0.27%
$459 - $499
2.99K $194K
Jul 31, 2024 Q2 2024
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
7
+ 0.28%
$402 - $437
2.46K $160K
Jul 29, 2024 Q2 2024
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
5
+ 0.32%
$287 - $312
1.54K $100K
Aug 06, 2024 Q2 2024
Svb Wealth LLC

Boston, MA
BUY
 -
5
+ 0.04%
$287 - $312
12.6K $816K
Aug 08, 2024 Q2 2024
Rs Crum Inc.

BUY
 -
5
+ 0.01%
$287 - $312
45.2K $2.94M
Aug 02, 2024 Q2 2024
Aveo Capital Partners, LLC

BUY
 -
4
+ 0.07%
$230 - $249
5.99K $389K
Jul 23, 2024 Q2 2024
Tfc Financial Management

BUY
 -
4
+ 0.25%
$230 - $249
1.58K $103K
Jul 16, 2024 Q2 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
3
+ 0.21%
$172 - $187
1.41K $91.5K
Aug 09, 2024 Q2 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
3
+ 0.09%
$172 - $187
3.48K $226K
Jul 16, 2024 Q2 2024
Mustard Seed Financial, LLC

Magnolia, AR
BUY
 -
3
+ 0.06%
$172 - $187
4.78K $311K
Aug 13, 2024 Q2 2024
First Manhattan CO

New York, NY
BUY
 -
2
+ 0.06%
$115 - $125
3.47K $225K
Aug 09, 2024 Q2 2024
Pine Harbor Wealth Management, LLC

Silver Spring, MD
BUY
 -
2
+ 0.06%
$115 - $125
3.4K $221K
Jul 12, 2024 Q2 2024
Gleason Group, Inc.

BUY
 -
1
+ 0.25%
$57.4 - $62.4
400 $26K
Aug 13, 2024 Q2 2024
Frank, Rimerman Advisors LLC

Palo Alto, CA
SELL
 -
-1
- 0.02%
$57.4 - $62.4
4.58K $298K
Jul 30, 2024 Q2 2024
Watershed Private Wealth LLC

Oak Brook, IL
SELL
 -
-2
- 0.02%
$115 - $125
9.28K $603K
Aug 13, 2024 Q2 2024
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-2
- 0.01%
$115 - $125
13.7K $889K
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-6
- 6.12%
$345 - $374
92 $5.98K
Jul 24, 2024 Q2 2024
Allegiance Financial Group Advisory Services LLC

Vienna, VA
SELL
 -
-9
- 0.11%
$517 - $561
7.87K $511K
Aug 12, 2024 Q2 2024
Lauterbach Financial Advisors, LLC

SELL
 -
-9
- 0.04%
$517 - $561
23.8K $1.54M
Jul 11, 2024 Q2 2024
Global Trust Asset Management, LLC

SELL
 -
-10
- 0.12%
$574 - $624
8.2K $533K

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