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 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-369- 0.63% |
$21.2K - $23K
|
57.8K
$3.76M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-374- 1.94% |
$21.5K - $23.3K
|
18.9K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-399- 0.79% |
$22.9K - $24.9K
|
50.1K
$3.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-422- 5.01% |
$24.2K - $26.3K
|
8.01K
$520K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-425- 43.59% |
$24.4K - $26.5K
|
550
$35.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-429- 5.47% |
$24.6K - $26.8K
|
7.42K
$482K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-451- 5.74% |
$25.9K - $28.1K
|
7.4K
$481K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-477- 0.81% |
$27.4K - $29.8K
|
58.6K
$3.81M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-580- 0.22% |
$33.3K - $36.2K
|
263K
$17.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-584- 0.2% |
$33.5K - $36.4K
|
288K
$18.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-602- 57.94% |
$34.6K - $37.5K
|
437
$28.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-683- 9.45% |
$39.2K - $42.6K
|
6.54K
$425K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-707- 3.71% |
$40.6K - $44.1K
|
18.4K
$1.19M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-724- 0.32% |
$41.6K - $45.2K
|
228K
$14.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-742- 2.55% |
$42.6K - $46.3K
|
28.4K
$1.85M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-783- 25.1% |
$45K - $48.8K
|
2.34K
$152K
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-787- 4.25% |
$45.2K - $49.1K
|
17.7K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-833- 2.25% |
$47.8K - $52K
|
36.1K
$2.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-841- 17.57% |
$48.3K - $52.5K
|
3.95K
$256K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-869- 5.26% |
$49.9K - $54.2K
|
15.6K
$1.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-886- 38.59% |
$50.9K - $55.3K
|
1.41K
$91.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-953- 1.81% |
$54.7K - $59.4K
|
51.6K
$3.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-960- 0.76% |
$55.1K - $59.9K
|
125K
$8.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-981- 0.68% |
$56.3K - $61.2K
|
144K
$9.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.13K- 10.24% |
$64.9K - $70.5K
|
9.91K
$644K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.15K- 6.87% |
$65.7K - $71.4K
|
15.5K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.19K- 5.19% |
$68.4K - $74.3K
|
21.8K
$1.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.25K- 10.58% |
$71.9K - $78.1K
|
10.6K
$688K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-1.32K- 84.17% |
$75.7K - $82.3K
|
248
$16.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1.49K- 17.14% |
$85.6K - $92.9K
|
7.21K
$468K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.61K- 3.78% |
$92.7K - $101K
|
41K
$2.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.63K- 13.42% |
$93.7K - $102K
|
10.5K
$684K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.65K- 1.24% |
$94.5K - $103K
|
131K
$8.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.71K- 30.18% |
$98.1K - $107K
|
3.95K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.74K- 14.46% |
$100K - $109K
|
10.3K
$670K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.76K- 2.45% |
$101K - $110K
|
70K
$4.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.82K- 0.28% |
$104K - $113K
|
637K
$41.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.83K- 8.09% |
$105K - $114K
|
20.8K
$1.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.91K- 27.14% |
$109K - $119K
|
5.12K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.94K- 21.62% |
$111K - $121K
|
7.02K
$456K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.04K- 17.69% |
$117K - $127K
|
9.48K
$616K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-2.04K- 3.79% |
$117K - $127K
|
51.9K
$3.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-2.05K- 1.07% |
$118K - $128K
|
190K
$12.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2.05K- 4.27% |
$118K - $128K
|
46K
$2.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.07K- 6.59% |
$119K - $129K
|
29.3K
$1.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-2.14K- 37.01% |
$123K - $133K
|
3.64K
$236K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.17K- 27.52% |
$124K - $135K
|
5.71K
$371K
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.28K- 3.44% |
$131K - $142K
|
64K
$4.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.32K- 0.08% |
$133K - $145K
|
2.72M
$177M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.37K- 23.68% |
$136K - $148K
|
7.63K
$496K
|