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 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-15- 3.23% |
$861 - $936
|
449
$29.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-24- 0.42% |
$1.38K - $1.5K
|
5.67K
$368K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-25- 3.57% |
$1.44K - $1.56K
|
675
$43.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-26- 0.51% |
$1.49K - $1.62K
|
5.05K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-32- 1.5% |
$1.84K - $2K
|
2.11K
$137K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-34- 0.08% |
$1.95K - $2.12K
|
44.1K
$2.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-40- 0.82% |
$2.3K - $2.49K
|
4.81K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
SELL
|
- |
-46- 0.33% |
$2.64K - $2.87K
|
14.1K
$916K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-54- 0.32% |
$3.1K - $3.37K
|
16.8K
$1.09M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-54- 0.15% |
$3.1K - $3.37K
|
36.8K
$2.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-60- 0.83% |
$3.45K - $3.74K
|
7.16K
$465K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-62- 1.12% |
$3.56K - $3.87K
|
5.49K
$356K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-62- 0.3% |
$3.56K - $3.87K
|
20.7K
$1.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-66- 7.28% |
$3.79K - $4.12K
|
841
$54.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-66- 1.68% |
$3.79K - $4.12K
|
3.86K
$251K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-66- 0.71% |
$3.79K - $4.12K
|
9.24K
$601K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-70- 0.66% |
$4.02K - $4.37K
|
10.6K
$686K
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-70- 0.66% |
$4.02K - $4.37K
|
10.6K
$686K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-91- 2.58% |
$5.23K - $5.68K
|
3.43K
$223K
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-94- 0.84% |
$5.4K - $5.86K
|
11.1K
$720K
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-131- 0.91% |
$7.52K - $8.17K
|
14.2K
$926K
|
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-136- 0.07% |
$7.81K - $8.48K
|
204K
$13.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-137- 2.49% |
$7.87K - $8.54K
|
5.36K
$348K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-141- 1.27% |
$8.1K - $8.79K
|
11K
$714K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-158- 0.06% |
$9.07K - $9.85K
|
286K
$18.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-165- 3.39% |
$9.47K - $10.3K
|
4.7K
$305K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-173- 2.47% |
$9.93K - $10.8K
|
6.83K
$444K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-175- 0.59% |
$10K - $10.9K
|
29.5K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-181- 0.14% |
$10.4K - $11.3K
|
131K
$8.52M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-183- 0.76% |
$10.5K - $11.4K
|
23.9K
$1.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-192- 4.13% |
$11K - $12K
|
4.45K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-194- 8.07% |
$11.1K - $12.1K
|
2.21K
$144K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-197- 2.62% |
$11.3K - $12.3K
|
7.33K
$476K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-204- 93.15% |
$11.7K - $12.7K
|
15
$975
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-213- 33.07% |
$12.2K - $13.3K
|
431
$28K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-214- 5.74% |
$12.3K - $13.3K
|
3.51K
$228K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-218- 0.57% |
$12.5K - $13.6K
|
37.9K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-218- 2.33% |
$12.5K - $13.6K
|
9.13K
$593K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-226- 0.17% |
$13K - $14.1K
|
133K
$8.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-231- 0.3% |
$13.3K - $14.4K
|
77.4K
$5.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-236- 5.36% |
$13.6K - $14.7K
|
4.17K
$271K
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-263- 5.4% |
$15.1K - $16.4K
|
4.61K
$300K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-265- 19.85% |
$15.2K - $16.5K
|
1.07K
$69.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-273- 39.74% |
$15.7K - $17K
|
414
$26.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-286- 1.34% |
$16.4K - $17.8K
|
21K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-300- 1.77% |
$17.2K - $18.7K
|
16.7K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-314- 2.27% |
$18K - $19.6K
|
13.5K
$878K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-325- 0.8% |
$18.7K - $20.3K
|
40.3K
$2.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-350- 5.26% |
$20.1K - $21.8K
|
6.3K
$410K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-353- 6.36% |
$20.3K - $22K
|
5.2K
$338K
|