Purchases and Sales Made in Q3 2023 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 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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.7K+ 5.84% |
$762K - $848K
|
267K
$17.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
13.5K+ 41.1% |
$699K - $777K
|
46.3K
$3.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
13.4K+ 2.86% |
$696K - $774K
|
482K
$31.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
13.2K+ 1.85% |
$683K - $759K
|
724K
$47M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$673K - $749K
|
13K
$844K
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
12.2K+ 21.37% |
$633K - $704K
|
69.4K
$4.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
12.1K+ 10.73% |
$626K - $696K
|
125K
$8.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
11.9K+ 10.6% |
$619K - $688K
|
125K
$8.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
11.9K+ 6.91% |
$615K - $684K
|
184K
$11.9M
|
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
11.8KNew |
$614K - $683K
|
11.8K
$770K
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
11.6K+ 57.08% |
$602K - $670K
|
32K
$2.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
11.3K+ 1.81% |
$586K - $651K
|
634K
$41.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11.2K+ 4.33% |
$578K - $643K
|
269K
$17.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
11.1K+ 83.04% |
$575K - $639K
|
24.4K
$1.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.9K+ 24.55% |
$567K - $631K
|
55.5K
$3.61M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
10.9K+ 12.8% |
$567K - $631K
|
96.4K
$6.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 15.68% |
$547K - $609K
|
77.9K
$5.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
10.5KNew |
$546K - $608K
|
10.5K
$685K
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
10KNew |
$519K - $578K
|
10K
$651K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.94K+ 5.97% |
$515K - $573K
|
176K
$11.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
9.81K+ 4.67% |
$509K - $566K
|
220K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.74K+ 11.85% |
$505K - $562K
|
91.9K
$5.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
9.66K+ 11.7% |
$501K - $557K
|
92.2K
$5.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
9.43K+ 7.01% |
$489K - $544K
|
144K
$9.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
9.28KNew |
$481K - $535K
|
9.28K
$603K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
9.13K+ 5.24% |
$473K - $526K
|
183K
$11.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
9K+ 12.36% |
$467K - $519K
|
81.8K
$5.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.66K+ 19.35% |
$449K - $500K
|
53.4K
$3.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
8.63K+ 4.45% |
$447K - $498K
|
202K
$13.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
8.22K+ 17.2% |
$426K - $474K
|
56K
$3.64M
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
8.09K+ 35.59% |
$420K - $467K
|
30.8K
$2M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.92K+ 1.23% |
$410K - $456K
|
650K
$42.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
7.73K+ 2.86% |
$401K - $446K
|
279K
$18.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.72K+ 19.88% |
$400K - $445K
|
46.5K
$3.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.68KNew |
$398K - $443K
|
7.68K
$499K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.62K+ 27.64% |
$395K - $439K
|
35.2K
$2.29M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.29KNew |
$378K - $421K
|
7.29K
$474K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7.28KNew |
$378K - $420K
|
7.28K
$473K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.22K+ 57.95% |
$374K - $416K
|
19.7K
$1.28M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
7.18KNew |
$372K - $414K
|
7.18K
$466K
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
7.13K+ 7.43% |
$370K - $411K
|
103K
$6.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.02K+ 12.52% |
$364K - $405K
|
63.1K
$4.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.93K+ 7.37% |
$359K - $399K
|
101K
$6.56M
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6.75K+ 60.59% |
$350K - $389K
|
17.9K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
6.61K+ 4.13% |
$343K - $381K
|
167K
$10.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.6K+ 2.43% |
$342K - $381K
|
278K
$18M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6.44K+ 4.71% |
$334K - $371K
|
143K
$9.31M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.31K+ 6.41% |
$327K - $364K
|
105K
$6.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.21K+ 2.3% |
$322K - $358K
|
276K
$17.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
6.15K+ 29.75% |
$319K - $355K
|
26.8K
$1.74M
|