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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.1K+ 1219.19% |
$109K - $121K
|
2.27K
$147K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.09K+ 51.04% |
$109K - $121K
|
6.19K
$403K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.06K+ 2.0% |
$107K - $119K
|
105K
$6.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2KNew |
$104K - $115K
|
2K
$130K
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
BUY
|
- |
1.87K+ 0.6% |
$96.7K - $108K
|
312K
$20.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.84K+ 8.51% |
$95.3K - $106K
|
23.5K
$1.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.69K+ 6.09% |
$87.8K - $97.6K
|
29.5K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.65K+ 29.66% |
$85.5K - $95.2K
|
7.21K
$469K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.65K+ 0.55% |
$85.4K - $95K
|
301K
$19.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.59K+ 5.11% |
$82.4K - $91.7K
|
32.7K
$2.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
1.55K+ 8.56% |
$80.1K - $89.2K
|
19.6K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.43K+ 24.89% |
$74.2K - $82.5K
|
7.18K
$467K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.41K+ 766.3% |
$73.1K - $81.3K
|
1.59K
$104K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.41K+ 19.15% |
$72.9K - $81.1K
|
8.76K
$569K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.32K+ 14.73% |
$68.5K - $76.2K
|
10.3K
$669K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.29K+ 11.28% |
$66.8K - $74.3K
|
12.7K
$827K
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.27K+ 1.26% |
$65.7K - $73.1K
|
102K
$6.65M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.25K+ 22.69% |
$65K - $72.3K
|
6.78K
$440K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.25K+ 1.18% |
$64.6K - $71.9K
|
107K
$6.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.22K+ 5.42% |
$63.5K - $70.6K
|
23.8K
$1.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.21K+ 4.53% |
$62.6K - $69.6K
|
27.9K
$1.81M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.21KNew |
$62.5K - $69.5K
|
1.21K
$78.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
1.2K+ 8.59% |
$62.4K - $69.4K
|
15.2K
$988K
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.11K+ 3.55% |
$57.5K - $64K
|
32.4K
$2.1M
|
|
|
Feb 07, 2024
Q3 2023
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
1.08K+ 1.38% |
$56.1K - $62.5K
|
79.8K
$5.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 17.46% |
$56.1K - $62.5K
|
7.28K
$473K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.08K+ 6.15% |
$55.7K - $62K
|
18.5K
$1.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.02K+ 14.46% |
$52.8K - $58.8K
|
8.07K
$524K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1K+ 8.5% |
$51.8K - $57.7K
|
12.8K
$830K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
928+ 20.1% |
$48.1K - $53.5K
|
5.54K
$360K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
913New |
$47.3K - $52.7K
|
913
$59.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
854New |
$44.3K - $49.3K
|
854
$55.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
831+ 5.37% |
$43.1K - $47.9K
|
16.3K
$1.06M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
814+ 9.68% |
$42.2K - $46.9K
|
9.23K
$600K
|
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
811+ 0.47% |
$42K - $46.8K
|
172K
$11.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
782+ 6.41% |
$40.5K - $45.1K
|
13K
$843K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
718+ 9.32% |
$37.2K - $41.4K
|
8.42K
$547K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
699New |
$36.2K - $40.3K
|
699
$45.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
689+ 0.9% |
$35.7K - $39.7K
|
77.1K
$5.01M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
671+ 1.31% |
$34.8K - $38.7K
|
51.8K
$3.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
654+ 6.7% |
$33.9K - $37.7K
|
10.4K
$677K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
596+ 3.53% |
$30.9K - $34.4K
|
17.5K
$1.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
587+ 0.82% |
$30.4K - $33.9K
|
71.8K
$4.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
BUY
|
- |
554+ 1.54% |
$28.7K - $31.9K
|
36.6K
$2.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
542+ 1.16% |
$28.1K - $31.3K
|
47.1K
$3.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
534+ 0.41% |
$27.7K - $30.8K
|
130K
$8.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
524+ 13.91% |
$27.2K - $30.2K
|
4.29K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
523New |
$27.1K - $30.2K
|
523
$34K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
493+ 19.34% |
$25.6K - $28.4K
|
3.04K
$198K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
461+ 2.98% |
$23.9K - $26.6K
|
15.9K
$1.04M
|