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 |
|---|---|---|---|---|---|---|---|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-349- 0.81% |
$19.1K - $20.7K
|
42.5K
$2.78M
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-430- 0.42% |
$23.5K - $25.6K
|
101K
$6.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-520- 8.25% |
$28.4K - $30.9K
|
5.78K
$378K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-527- 0.8% |
$28.8K - $31.3K
|
65.2K
$4.26M
|
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-559- 3.63% |
$30.6K - $33.2K
|
14.9K
$970K
|
|
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-598- 2.7% |
$32.7K - $35.5K
|
21.6K
$1.41M
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-605- 3.9% |
$33.1K - $36K
|
14.9K
$973K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-607- 0.44% |
$33.2K - $36.1K
|
137K
$8.97M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-777- 0.45% |
$42.5K - $46.2K
|
174K
$11.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Jentner Corp
|
SELL
|
- |
-815- 4.57% |
$44.6K - $48.4K
|
17K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-896- 3.72% |
$49K - $53.2K
|
23.2K
$1.51M
|
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-956- 3.9% |
$52.3K - $56.8K
|
23.5K
$1.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-983Closed |
$53.8K - $58.4K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.1K- 0.11% |
$60.2K - $65.4K
|
1.03M
$67.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.18K- 5.07% |
$64.4K - $70K
|
22.1K
$1.44M
|
|
|
Aug 11, 2023
Q3 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.2K- 1.06% |
$65.7K - $71.4K
|
112K
$7.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-1.54K- 23.48% |
$84.2K - $91.5K
|
5.02K
$327K
|
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.59K- 30.4% |
$86.8K - $94.3K
|
3.63K
$237K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.74K- 47.28% |
$94.9K - $103K
|
1.94K
$126K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-1.83K- 1.58% |
$100K - $109K
|
114K
$7.42M
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.27K- 0.61% |
$124K - $135K
|
370K
$24.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.41K- 13.47% |
$132K - $143K
|
15.5K
$1.01M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.78K- 0.48% |
$152K - $165K
|
573K
$37.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.87K- 56.44% |
$157K - $170K
|
2.21K
$144K
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
SELL
|
- |
-3.47KClosed |
$190K - $206K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-4.68K- 4.66% |
$256K - $278K
|
95.8K
$6.25M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-5.72K- 5.34% |
$313K - $340K
|
101K
$6.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-7.21K- 1.14% |
$394K - $428K
|
626K
$40.9M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.6K- 6.94% |
$415K - $451K
|
102K
$6.65M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.07K- 22.06% |
$441K - $480K
|
28.5K
$1.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
SELL
|
- |
-10.1K- 1.61% |
$554K - $602K
|
620K
$40.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.6K- 13.8% |
$582K - $632K
|
66.4K
$4.34M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-11.2K- 14.57% |
$614K - $667K
|
65.8K
$4.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 29.99% |
$642K - $697K
|
27.4K
$1.79M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-12.1KClosed |
$660K - $717K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
SELL
|
- |
-13.2K- 2.66% |
$724K - $787K
|
485K
$31.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-17.9K- 3.68% |
$979K - $1.06M
|
469K
$30.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-19.5K- 27.34% |
$1.07M - $1.16M
|
51.8K
$3.38M
|
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-23.1K- 15.02% |
$1.26M - $1.37M
|
131K
$8.54M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-25.7K- 48.34% |
$1.41M - $1.53M
|
27.5K
$1.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-30.4K- 10.99% |
$1.66M - $1.8M
|
246K
$16.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-208KClosed |
$11.3M - $12.3M
|
0
$0
|