Purchases and Sales Made in Q3 2021 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 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
115+ 0.64% |
$6.29K - $6.83K
|
18K
$1.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
91New |
$4.98K - $5.41K
|
91
$5.94K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
57New |
$3.12K - $3.39K
|
57
$3.72K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
41+ 0.22% |
$2.24K - $2.44K
|
19K
$1.24M
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
33+ 0.23% |
$1.8K - $1.96K
|
14.7K
$959K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
31+ 2.55% |
$1.7K - $1.84K
|
1.25K
$81.4K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
23+ 0.14% |
$1.26K - $1.37K
|
16K
$1.04M
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
23+ 0.22% |
$1.26K - $1.37K
|
10.4K
$676K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21+ 0.2% |
$1.15K - $1.25K
|
10.5K
$688K
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
19+ 0.22% |
$1.04K - $1.13K
|
8.78K
$573K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
16+ 0.02% |
$875 - $951
|
76.4K
$4.99M
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
16+ 0.02% |
$875 - $951
|
65.8K
$4.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
13+ 0.22% |
$711 - $773
|
5.82K
$380K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13+ 0.46% |
$711 - $773
|
2.84K
$185K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.03% |
$547 - $594
|
32.3K
$2.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10+ 0.21% |
$547 - $594
|
4.8K
$314K
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
9+ 0.14% |
$492 - $535
|
6.33K
$413K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
9+ 0.23% |
$492 - $535
|
3.99K
$260K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
8+ 0.21% |
$438 - $475
|
3.79K
$247K
|
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
8+ 0.22% |
$438 - $475
|
3.69K
$241K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5+ 0.04% |
$273 - $297
|
11.8K
$769K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5+ 0.17% |
$273 - $297
|
2.96K
$193K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5+ 0.04% |
$273 - $297
|
11.3K
$739K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
5+ 0.1% |
$273 - $297
|
4.84K
$316K
|
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$219 - $238
|
3.6K
$235K
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3+ 0.02% |
$164 - $178
|
14.6K
$954K
|
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.13% |
$164 - $178
|
2.33K
$152K
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2+ 0.04% |
$109 - $119
|
4.72K
$308K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.02% |
$54.7 - $59.4
|
4.3K
$281K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.42% |
$54.7 - $59.4
|
239
$15.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1+ 0.02% |
$54.7 - $59.4
|
4.25K
$278K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3- 0.03% |
$164 - $178
|
10.9K
$713K
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-21- 0.19% |
$1.15K - $1.25K
|
10.9K
$710K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-23- 0.07% |
$1.26K - $1.37K
|
34.1K
$2.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-42- 0.11% |
$2.3K - $2.5K
|
37.8K
$2.47M
|
|
|
Sep 07, 2023
Q3 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-71- 1.55% |
$3.88K - $4.22K
|
4.5K
$294K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-72- 0.39% |
$3.94K - $4.28K
|
18.2K
$1.19M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-89- 25.43% |
$4.87K - $5.29K
|
261
$17K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-129- 1.77% |
$7.06K - $7.67K
|
7.16K
$467K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-175- 3.62% |
$9.57K - $10.4K
|
4.66K
$304K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-202- 19.55% |
$11K - $12K
|
831
$54.3K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-220- 1.01% |
$12K - $13.1K
|
21.6K
$1.41M
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-229- 1.65% |
$12.5K - $13.6K
|
13.7K
$892K
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-245- 0.11% |
$13.4K - $14.6K
|
225K
$14.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-248- 2.82% |
$13.6K - $14.7K
|
8.53K
$557K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-264- 3.88% |
$14.4K - $15.7K
|
6.54K
$427K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-273- 4.47% |
$14.9K - $16.2K
|
5.84K
$381K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-279- 0.51% |
$15.3K - $16.6K
|
54.6K
$3.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-283- 3.55% |
$15.5K - $16.8K
|
7.7K
$503K
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-330- 1.02% |
$18K - $19.6K
|
32.1K
$2.09M
|