Purchases and Sales Made in Q3 2023 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 2023. 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 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
967K
+ 6029.64%
$50.1M - $55.8M
983K $66M
Oct 11, 2023 Q3 2023
Sageworth Trust CO

BUY
 -
751K
New
$38.9M - $43.3M
751K $50.4M
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
659K
New
$34.2M - $38M
659K $44.2M
Oct 31, 2023 Q3 2023
Alaska Permanent Fund Corp

Juneau, AK
BUY
 -
568K
+ 46.7%
$29.4M - $32.8M
1.78M $120M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
535K
+ 141.91%
$27.7M - $30.9M
912K $61.2M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
534K
New
$27.7M - $30.8M
534K $35.8M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
526K
+ 86.81%
$27.2M - $30.3M
1.13M $75.9M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
350K
+ 1727.52%
$18.1M - $20.2M
370K $24.8M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
267K
+ 944.71%
$13.8M - $15.4M
295K $19.8M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
254K
+ 22.71%
$13.2M - $14.6M
1.37M $92M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
173K
+ 61.14%
$8.98M - $9.99M
456K $30.6M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
126K
+ 39.68%
$6.51M - $7.24M
442K $29.7M
Nov 01, 2023 Q3 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
90.6K
+ 42.29%
$4.7M - $5.23M
305K $20.5M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
85.2K
+ 437.54%
$4.42M - $4.91M
105K $7.02M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
81.8K
+ 71.95%
$4.24M - $4.72M
195K $13.1M
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
79.4K
+ 211.29%
$4.12M - $4.58M
117K $7.86M
Nov 02, 2023 Q3 2023
Envision Financial Planning, LLC

Memphis, TN
BUY
 -
75.4K
New
$3.91M - $4.35M
75.4K $5.06M
Oct 11, 2023 Q3 2023
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
74.8K
+ 20.43%
$3.88M - $4.32M
441K $29.6M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
72.6K
+ 8625.3%
$3.76M - $4.19M
73.5K $4.93M
Oct 31, 2023 Q3 2023
Tci Wealth Advisors, Inc.

BUY
 -
69.4K
+ 3.5%
$3.6M - $4M
2.05M $138M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
60.5K
+ 20.32%
$3.14M - $3.49M
358K $24.1M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
59.5K
New
$3.08M - $3.43M
59.5K $3.99M
Oct 24, 2023 Q3 2023
Bouchey Financial Group LTD

BUY
 -
49.5K
+ 8.42%
$2.56M - $2.85M
637K $42.8M
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
46.6K
New
$2.42M - $2.69M
46.6K $3.13M
Oct 24, 2023 Q3 2023
Brown Advisory Inc

BUY
 -
45.4K
+ 17.05%
$2.35M - $2.62M
311K $20.9M
Nov 08, 2023 Q3 2023
Tanager Wealth Management LLP

BUY
 -
43.2K
+ 17.86%
$2.24M - $2.49M
285K $19.2M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
42.7K
+ 153.04%
$2.22M - $2.46M
70.7K $4.74M
Nov 09, 2023 Q3 2023
Phillips Financial Management, LLC

BUY
 -
40K
+ 62.16%
$2.07M - $2.31M
104K $7M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
37.6K
+ 34.49%
$1.95M - $2.17M
147K $9.85M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
37.5K
+ 8.59%
$1.94M - $2.16M
473K $31.8M
Nov 06, 2023 Q3 2023
First National Trust CO

BUY
 -
36.3K
+ 11.94%
$1.88M - $2.09M
340K $22.8M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
32.8K
+ 5.73%
$1.7M - $1.89M
606K $40.7M
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
32.2K
New
$1.67M - $1.86M
32.2K $2.16M
Nov 14, 2023 Q3 2023
Vista Wealth Management Group, LLC

BUY
 -
27.9K
+ 4.78%
$1.44M - $1.61M
611K $41M
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
25.4K
+ 3.08%
$1.32M - $1.46M
850K $57M
Nov 02, 2023 Q3 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
25K
+ 220.29%
$1.3M - $1.44M
36.4K $2.44M
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
23.7K
+ 11.03%
$1.23M - $1.36M
238K $16M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
22.1K
+ 3.39%
$1.14M - $1.27M
673K $45.2M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
21.3K
+ 5.85%
$1.1M - $1.23M
386K $25.9M
Oct 30, 2023 Q3 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
20.1K
+ 11.96%
$1.04M - $1.16M
188K $12.6M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
19.5K
+ 21.98%
$1.01M - $1.13M
108K $7.28M
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
19.4K
New
$1M - $1.12M
19.4K $1.3M
Oct 11, 2023 Q3 2023
Sageworth Trust CO Of South Dakota

BUY
 -
18.2K
New
$944K - $1.05M
18.2K $1.22M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
17.9K
+ 49.0%
$929K - $1.03M
54.5K $3.66M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
17.2K
New
$893K - $993K
17.2K $1.16M
Nov 07, 2023 Q3 2023
Warwick Investment Management, Inc.

BUY
 -
17.1K
New
$886K - $986K
17.1K $1.15M
Oct 16, 2023 Q3 2023
Enzi Wealth

Austin, TX
BUY
 -
16.7K
+ 13.68%
$864K - $961K
139K $9.3M
Oct 27, 2023 Q3 2023
Dubuque Bank & Trust CO

BUY
 -
15.6K
New
$808K - $899K
15.6K $1.05M
Oct 30, 2023 Q3 2023
Annapolis Financial Services, LLC

BUY
 -
15.1K
+ 12.54%
$783K - $871K
136K $9.1M

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