Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
525K
+ 35.43%
$28.7M - $31.2M
2.01M $131M
Nov 22, 2021 Q3 2021
Comerica Bank

BUY
 -
404K
New
$22.1M - $24M
404K $26.3M
Dec 10, 2021 Q3 2021
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
268K
New
$14.6M - $15.9M
268K $17.5M
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
BUY
 -
238K
+ 4.14%
$13M - $14.1M
5.97M $390M
Nov 15, 2021 Q3 2021
Northern Trust Corp

Chicago, IL
BUY
 -
142K
+ 3.07%
$7.77M - $8.44M
4.77M $312M
Nov 10, 2021 Q3 2021
Comerica Securities,Inc.

BUY
 -
120K
New
$6.56M - $7.13M
120K $7.83M
Nov 10, 2021 Q3 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
115K
+ 4.61%
$6.3M - $6.85M
2.61M $171M
Nov 04, 2021 Q3 2021
Modera Wealth Management, LLC

BUY
 -
82.8K
+ 19.57%
$4.53M - $4.92M
506K $33M
Oct 26, 2021 Q3 2021
Financial Counselors Inc

BUY
 -
79.9K
New
$4.37M - $4.75M
79.9K $5.22M
Nov 01, 2021 Q3 2021
Whittier Trust CO

BUY
 -
77.4K
+ 414.35%
$4.23M - $4.6M
96K $6.27M
Oct 29, 2021 Q3 2021
Tci Wealth Advisors, Inc.

BUY
 -
47.6K
+ 2.89%
$2.6M - $2.83M
1.69M $111M
Oct 27, 2021 Q3 2021
Market Street Wealth Management Advisors LLC

BUY
 -
40.5K
+ 33.12%
$2.21M - $2.41M
163K $10.6M
Oct 13, 2021 Q3 2021
Five Oceans Advisors

BUY
 -
36.1K
New
$1.97M - $2.15M
36.1K $2.36M
Oct 07, 2021 Q3 2021
Garrett Investment Advisors LLC

BUY
 -
31.4K
+ 651.88%
$1.72M - $1.87M
36.2K $2.36M
Nov 09, 2021 Q3 2021
Stordahl Capital Management, Inc.

BUY
 -
30.1K
+ 42.7%
$1.65M - $1.79M
101K $6.57M
Oct 07, 2021 Q3 2021
Pure Financial Advisors, LLC

BUY
 -
29.2K
+ 16.67%
$1.6M - $1.73M
204K $13.3M
Nov 01, 2021 Q3 2021
Moisand Fitzgerald Tamayo, LLC

BUY
 -
27.6K
+ 15.62%
$1.51M - $1.64M
204K $13.3M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
25.1K
+ 11.77%
$1.37M - $1.49M
238K $15.5M
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
25K
New
$1.36M - $1.48M
25K $1.63M
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
24.5K
+ 8.62%
$1.34M - $1.46M
309K $20.2M
Nov 15, 2021 Q3 2021
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
19.8K
New
$1.08M - $1.18M
19.8K $1.29M
Nov 01, 2021 Q3 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
17.6K
New
$961K - $1.04M
17.6K $1.15M
Oct 12, 2021 Q3 2021
Pinnacle Bancorp, Inc.

BUY
 -
17.4K
New
$954K - $1.04M
17.4K $1.14M
Oct 22, 2021 Q3 2021
Relaxing Retirement Coach

BUY
 -
15.3K
+ 10.76%
$839K - $912K
158K $10.3M
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
15K
+ 32.64%
$821K - $892K
61K $3.98M
Nov 02, 2021 Q3 2021
Vista Wealth Management Group, LLC

BUY
 -
14.6K
+ 3.59%
$799K - $868K
421K $27.5M
Nov 01, 2021 Q3 2021
Advisory Services & Investments, LLC

BUY
 -
14.3K
New
$780K - $848K
14.3K $931K
Nov 02, 2021 Q3 2021
Syverson Strege & CO

West Des Moines, IA
BUY
 -
13.9K
+ 27.16%
$761K - $826K
65.1K $4.25M
Nov 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
11.9K
New
$652K - $708K
11.9K $778K
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

BUY
 -
10.6K
+ 122.58%
$581K - $631K
19.3K $1.26M
Nov 09, 2021 Q3 2021
American Investment Services, Inc.

BUY
 -
10.3K
+ 7.63%
$562K - $611K
145K $9.47M
Nov 05, 2021 Q3 2021
Citizens Financial Group Inc

BUY
 -
10.1K
New
$553K - $601K
10.1K $661K
Oct 20, 2021 Q3 2021
Safeguard Investment Advisory Group, LLC

BUY
 -
10.1K
+ 152.67%
$551K - $599K
16.7K $1.09M
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
9.88K
+ 11.13%
$540K - $587K
98.6K $6.44M
Nov 15, 2021 Q3 2021
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
9.35K
New
$511K - $556K
9.35K $611K
Nov 08, 2021 Q3 2021
Keybank National Association

BUY
 -
9.28K
New
$508K - $552K
9.28K $606K
Feb 15, 2022 Q3 2021
Awm Capital, LLC

BUY
 -
9.15K
New
$500K - $543K
9.15K $597K
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
8.9K
+ 12.08%
$487K - $529K
82.6K $5.4M
Oct 06, 2021 Q3 2021
Hemington Wealth Management

BUY
 -
8.59K
New
$470K - $510K
8.59K $561K
Nov 15, 2021 Q3 2021
M Financial Asset Management, Inc.

Portland, OR
BUY
 -
8.49K
+ 16.28%
$464K - $505K
60.6K $3.96M
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
8.19K
+ 7.92%
$448K - $487K
112K $7.29M
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
7.78K
New
$425K - $462K
7.78K $508K
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
7.6K
+ 6.5%
$416K - $452K
125K $8.13M
Oct 20, 2021 Q3 2021
Ellenbecker Investment Group

BUY
 -
7.44K
New
$407K - $442K
7.44K $485K
Nov 15, 2021 Q3 2021
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
7.26K
New
$397K - $431K
7.26K $474K
Nov 10, 2021 Q3 2021
Orion Portfolio Solutions, LLC

BUY
 -
6.58K
New
$360K - $391K
6.58K $430K
Nov 30, 2021 Q3 2021
Hm Payson & CO

Portland, ME
BUY
 -
6.53K
New
$357K - $388K
6.53K $426K
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
6.49K
+ 4.68%
$355K - $385K
145K $9.47M
Nov 01, 2021 Q3 2021
Bcm Advisors, LLC

BUY
 -
6.34K
New
$347K - $377K
6.34K $414K

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