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 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.06K- 0.91% |
$107K - $119K
|
223K
$14.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.09K- 0.48% |
$108K - $120K
|
436K
$28.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-2.15K- 0.03% |
$111K - $124K
|
6.76M
$439M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.15K- 11.49% |
$111K - $124K
|
16.5K
$1.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-2.34K- 0.82% |
$121K - $135K
|
283K
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.36K- 6.05% |
$122K - $136K
|
36.6K
$2.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-2.42K- 3.01% |
$126K - $140K
|
78.1K
$5.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-2.44K- 0.49% |
$127K - $141K
|
500K
$32.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.53K- 0.26% |
$131K - $146K
|
959K
$62.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.53K- 1.59% |
$131K - $146K
|
156K
$10.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.56K- 1.99% |
$133K - $148K
|
126K
$8.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.57K- 2.06% |
$133K - $148K
|
122K
$7.94M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-2.61K- 1.1% |
$135K - $150K
|
235K
$15.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-2.62K- 5.17% |
$136K - $151K
|
48.1K
$3.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.69K- 1.89% |
$140K - $155K
|
140K
$9.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.71K- 15.16% |
$140K - $156K
|
15.2K
$986K
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.95K- 19.35% |
$153K - $170K
|
12.3K
$800K
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.95K- 4.16% |
$153K - $170K
|
68K
$4.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.08K- 21.14% |
$160K - $177K
|
11.5K
$746K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.76K- 27.04% |
$195K - $217K
|
10.1K
$659K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.16K- 6.44% |
$215K - $240K
|
60.3K
$3.92M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-4.41K- 1.6% |
$229K - $254K
|
271K
$17.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-4.47K- 3.9% |
$231K - $257K
|
110K
$7.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
SELL
|
- |
-4.47K- 0.3% |
$232K - $258K
|
1.5M
$97.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.59K- 26.81% |
$290K - $322K
|
15.3K
$991K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-5.91K- 4.61% |
$306K - $341K
|
122K
$7.94M
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-5.96K- 1.83% |
$309K - $344K
|
319K
$20.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-6.87K- 1.14% |
$356K - $396K
|
598K
$38.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-7.07K- 1.32% |
$367K - $408K
|
530K
$34.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-7.46K- 2.53% |
$387K - $430K
|
287K
$18.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-8.69K- 15.02% |
$450K - $501K
|
49.2K
$3.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-8.72K- 14.96% |
$452K - $503K
|
49.6K
$3.22M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-8.81K- 26.82% |
$457K - $508K
|
24K
$1.56M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.2K- 6.22% |
$477K - $530K
|
139K
$9.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.31K- 6.47% |
$483K - $537K
|
135K
$8.75M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-9.33K- 5.2% |
$484K - $538K
|
170K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-9.93K- 0.37% |
$515K - $572K
|
2.66M
$173M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.2K- 8.4% |
$531K - $591K
|
112K
$7.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-11.7K- 32.99% |
$608K - $676K
|
23.8K
$1.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11.8K- 41.15% |
$613K - $682K
|
16.9K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.7K- 11.1% |
$660K - $735K
|
102K
$6.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
SELL
|
- |
-14.2K- 6.64% |
$738K - $821K
|
200K
$13M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-14.9K- 6.72% |
$770K - $857K
|
206K
$13.4M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16K- 32.09% |
$829K - $923K
|
33.9K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-16.6K- 6.13% |
$859K - $955K
|
254K
$16.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-17.1K- 0.3% |
$885K - $985K
|
5.61M
$365M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17.1K- 75.35% |
$889K - $989K
|
5.61K
$364K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-18.3K- 70.27% |
$950K - $1.06M
|
7.75K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.6K- 8.97% |
$1.02M - $1.13M
|
199K
$12.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-20K- 3.96% |
$1.04M - $1.15M
|
484K
$31.4M
|