Purchases and Sales Made in Q3 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.0% |
$46.5 - $55.8
|
29.6K
$1.93M
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.26% |
$46.5 - $55.8
|
392
$25.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.01% |
$46.5 - $55.8
|
13.1K
$856K
|
|
|
Nov 22, 2022
Q3 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-12Closed |
$558 - $670
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-41- 0.53% |
$1.91K - $2.29K
|
7.65K
$500K
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-48- 0.13% |
$2.23K - $2.68K
|
37.4K
$2.44M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-59Closed |
$2.74K - $3.29K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-62- 0.33% |
$2.88K - $3.46K
|
18.8K
$1.22M
|
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-66- 0.31% |
$3.07K - $3.69K
|
20.9K
$1.36M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-77- 1.32% |
$3.58K - $4.3K
|
5.78K
$377K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-78- 0.75% |
$3.62K - $4.36K
|
10.3K
$674K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-87- 0.08% |
$4.04K - $4.86K
|
115K
$7.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-90- 0.62% |
$4.18K - $5.03K
|
14.3K
$937K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-135- 0.2% |
$6.27K - $7.54K
|
67.8K
$4.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-137- 0.31% |
$6.37K - $7.65K
|
44K
$2.87M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-200- 20.0% |
$9.29K - $11.2K
|
800
$52.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-203- 1.68% |
$9.43K - $11.3K
|
11.8K
$773K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-214- 0.4% |
$9.94K - $11.9K
|
52.8K
$3.44M
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-250- 1.8% |
$11.6K - $14K
|
13.7K
$892K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-254- 15.48% |
$11.8K - $14.2K
|
1.39K
$90.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-261- 5.84% |
$12.1K - $14.6K
|
4.21K
$275K
|
|
|
Oct 25, 2022
Q3 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-270- 2.71% |
$12.5K - $15.1K
|
9.7K
$633K
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-300- 4.65% |
$13.9K - $16.8K
|
6.16K
$402K
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-320- 5.52% |
$14.9K - $17.9K
|
5.48K
$358K
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-386- 0.23% |
$17.9K - $21.6K
|
166K
$10.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-400- 50.0% |
$18.6K - $22.3K
|
400
$26.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-429- 0.34% |
$19.9K - $24K
|
126K
$8.21M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-445- 0.55% |
$20.7K - $24.8K
|
80.6K
$5.26M
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-452- 2.29% |
$21K - $25.2K
|
19.2K
$1.26M
|
|
|
Oct 28, 2022
Q3 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-473- 1.46% |
$22K - $26.4K
|
31.9K
$2.09M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-556- 0.49% |
$25.8K - $31K
|
112K
$7.33M
|
|
|
Nov 16, 2022
Q3 2022
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-557- 0.87% |
$25.9K - $31.1K
|
63.5K
$4.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-580- 4.41% |
$27K - $32.4K
|
12.6K
$821K
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-776- 3.21% |
$36.1K - $43.3K
|
23.4K
$1.53M
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-796- 13.24% |
$37K - $44.4K
|
5.22K
$341K
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-796- 2.39% |
$37K - $44.4K
|
32.6K
$2.13M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-800- 8.39% |
$37.2K - $44.7K
|
8.74K
$571K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-800- 8.39% |
$37.2K - $44.7K
|
8.74K
$571K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-801- 0.78% |
$37.2K - $44.7K
|
102K
$6.64M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-827- 6.66% |
$38.4K - $46.2K
|
11.6K
$756K
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-918- 1.51% |
$42.7K - $51.3K
|
60K
$3.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-920- 8.43% |
$42.8K - $51.4K
|
9.99K
$652K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-1K- 0.73% |
$46.6K - $56K
|
136K
$8.85M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.05K- 11.13% |
$48.9K - $58.7K
|
8.4K
$549K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.15K- 10.09% |
$53.5K - $64.3K
|
10.3K
$670K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Wealth, LLC
|
SELL
|
- |
-1.26K- 5.59% |
$58.6K - $70.4K
|
21.3K
$1.39M
|
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.35K- 1.0% |
$62.9K - $75.6K
|
134K
$8.74M
|
|
|
Oct 13, 2022
Q3 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-1.37K- 0.1% |
$63.5K - $76.3K
|
1.42M
$93M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.41K- 3.38% |
$65.6K - $78.8K
|
40.4K
$2.63M
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.44K- 9.39% |
$66.8K - $80.3K
|
13.9K
$906K
|