Purchases and Sales Made in Q3 2022 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 2022. 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 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
812K
+ 10.65%
$37.7M - $45.3M
8.44M $551M
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
304K
+ 140.6%
$14.1M - $17M
520K $34M
Oct 27, 2022 Q3 2022
Index Fund Advisors, Inc.

BUY
 -
259K
+ 3.91%
$12M - $14.4M
6.88M $449M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
203K
+ 66.49%
$9.43M - $11.3M
508K $33.2M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
175K
New
$8.14M - $9.78M
175K $11.4M
Nov 14, 2022 Q3 2022
Northern Trust Corp

Chicago, IL
BUY
 -
140K
+ 2.64%
$6.5M - $7.81M
5.44M $355M
Oct 31, 2022 Q3 2022
Financial Connections Group, Inc.

BUY
 -
134K
+ 28188.89%
$6.25M - $7.51M
135K $8.81M
Nov 14, 2022 Q3 2022
Stordahl Capital Management, Inc.

BUY
 -
134K
+ 32.09%
$6.24M - $7.5M
553K $36.1M
Oct 12, 2022 Q3 2022
Traverso Chambers Private Wealth Management, LLC

BUY
 -
124K
New
$5.74M - $6.9M
124K $8.07M
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
102K
+ 57.4%
$4.76M - $5.71M
281K $18.3M
Oct 26, 2022 Q3 2022
Avestar Capital, LLC

BUY
 -
98K
New
$4.55M - $5.47M
98K $6.4M
Oct 06, 2022 Q3 2022
Pure Financial Advisors, LLC

BUY
 -
90.1K
+ 34.85%
$4.19M - $5.03M
348K $22.8M
Oct 26, 2022 Q3 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
80.2K
+ 24.56%
$3.72M - $4.48M
407K $26.5M
Oct 12, 2022 Q3 2022
Advisory Alpha, LLC

BUY
 -
71.2K
New
$3.31M - $3.98M
71.2K $4.65M
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
60.3K
New
$2.8M - $3.37M
60.3K $3.94M
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
55.5K
+ 61.38%
$2.58M - $3.1M
146K $9.52M
Nov 08, 2022 Q3 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
50.4K
New
$2.34M - $2.81M
50.4K $3.29M
Nov 02, 2022 Q3 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
47.4K
+ 5.63%
$2.2M - $2.65M
889K $58M
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
40.7K
+ 50.86%
$1.89M - $2.27M
121K $7.88M
Oct 13, 2022 Q3 2022
Advisory Services & Investments, LLC

BUY
 -
37K
+ 31.18%
$1.72M - $2.07M
156K $10.2M
Oct 26, 2022 Q3 2022
Ml & R Wealth Management LLC

BUY
 -
36.9K
+ 6.38%
$1.71M - $2.06M
615K $40.1M
Oct 18, 2022 Q3 2022
Relaxing Retirement Coach

BUY
 -
35.1K
+ 8.9%
$1.63M - $1.96M
430K $28M
Jul 28, 2023 Q3 2022
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
30K
+ 519.57%
$1.39M - $1.67M
35.7K $2.33M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
29.5K
+ 86.17%
$1.37M - $1.65M
63.7K $4.16M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
29.3K
+ 15.14%
$1.36M - $1.64M
223K $14.5M
Oct 18, 2022 Q3 2022
Garrett Investment Advisors LLC

BUY
 -
28.6K
+ 31.05%
$1.33M - $1.6M
121K $7.88M
Oct 14, 2022 Q3 2022
Collective Family Office LLC

BUY
 -
27K
New
$1.26M - $1.51M
27K $1.76M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
26.9K
+ 10.9%
$1.25M - $1.5M
274K $17.9M
Nov 10, 2022 Q3 2022
Plancorp, LLC

BUY
 -
26K
+ 1.69%
$1.21M - $1.45M
1.56M $102M
Nov 14, 2022 Q3 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
24.5K
+ 32.26%
$1.14M - $1.37M
100K $6.56M
Nov 15, 2022 Q3 2022
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
23.9K
New
$1.11M - $1.34M
23.9K $1.56M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
23.6K
New
$1.09M - $1.32M
23.6K $1.54M
Oct 21, 2022 Q3 2022
Gemmer Asset Management LLC

BUY
 -
23.3K
+ 46.97%
$1.08M - $1.3M
73K $4.77M
Oct 26, 2022 Q3 2022
Truist Financial Corp

BUY
 -
22.9K
+ 25.24%
$1.06M - $1.28M
114K $7.42M
Nov 14, 2022 Q3 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
22.6K
+ 20.34%
$1.05M - $1.26M
134K $8.74M
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
20.5K
New
$952K - $1.14M
20.5K $1.34M
Oct 26, 2022 Q3 2022
Bouchey Financial Group LTD

BUY
 -
19.6K
+ 4.03%
$912K - $1.1M
507K $33.1M
Oct 18, 2022 Q3 2022
Zhang Financial LLC

BUY
 -
19.3K
+ 431.54%
$897K - $1.08M
23.8K $1.55M
Nov 14, 2022 Q3 2022
Kestra Private Wealth Services, LLC

BUY
 -
19.3K
New
$895K - $1.08M
19.3K $1.26M
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

BUY
 -
18.5K
+ 1.06%
$859K - $1.03M
1.76M $115M
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
18.3K
New
$851K - $1.02M
18.3K $1.2M
Oct 25, 2022 Q3 2022
Vista Wealth Management Group, LLC

BUY
 -
18.3K
+ 3.9%
$851K - $1.02M
488K $31.8M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
18.1K
+ 26.54%
$840K - $1.01M
86.2K $5.63M
Nov 14, 2022 Q3 2022
Column Capital Advisors, LLC

BUY
 -
18K
+ 9.63%
$838K - $1.01M
205K $13.4M
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
18K
+ 10.01%
$836K - $1M
198K $12.9M
Nov 14, 2022 Q3 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
17.9K
New
$830K - $997K
17.9K $1.17M
Oct 12, 2022 Q3 2022
Mission Wealth Management, LP

BUY
 -
17.7K
+ 13.35%
$821K - $986K
150K $9.79M
Oct 24, 2022 Q3 2022
Trinity Financial Advisors LLC

BUY
 -
17.6K
New
$816K - $980K
17.6K $1.15M
Oct 25, 2022 Q3 2022
Pinnacle Bancorp, Inc.

BUY
 -
17.4K
New
$806K - $969K
17.4K $1.13M

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