Purchases and Sales Made in Q3 2024 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 2024. 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 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-10.1K- 8.72% |
$599K - $661K
|
106K
$6.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11.2K- 5.19% |
$663K - $731K
|
204K
$12.7M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-12K- 60.51% |
$713K - $786K
|
7.86K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-13.2K- 6.53% |
$783K - $863K
|
189K
$11.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-14.9K- 2.91% |
$883K - $974K
|
497K
$30.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-17.2K- 3.34% |
$1.02M - $1.13M
|
499K
$31M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-21.7K- 1.48% |
$1.29M - $1.42M
|
1.44M
$89.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-21.8K- 42.07% |
$1.29M - $1.43M
|
30K
$1.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-22.2K- 10.77% |
$1.31M - $1.45M
|
184K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-25.1K- 5.02% |
$1.49M - $1.64M
|
474K
$29.4M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-28.7K- 74.5% |
$1.7M - $1.87M
|
9.81K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.3K- 31.04% |
$1.74M - $1.92M
|
65.2K
$4.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-38.1K- 21.26% |
$2.26M - $2.49M
|
141K
$8.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-41.8K- 3.13% |
$2.47M - $2.73M
|
1.29M
$80.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-45.3K- 52.14% |
$2.68M - $2.96M
|
41.6K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-46.2K- 4.34% |
$2.73M - $3.02M
|
1.02M
$63.1M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-56.6K- 8.49% |
$3.36M - $3.7M
|
611K
$37.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-57K- 5.65% |
$3.38M - $3.72M
|
952K
$59.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-57.4K- 0.85% |
$3.4M - $3.75M
|
6.66M
$414M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-73.1K- 96.36% |
$4.33M - $4.78M
|
2.76K
$171K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-107K- 26.99% |
$6.33M - $6.98M
|
289K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-111K- 46.87% |
$6.59M - $7.27M
|
126K
$7.83M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-130K- 1.14% |
$7.69M - $8.48M
|
11.2M
$696M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-152K- 97.7% |
$9.01M - $9.93M
|
3.59K
$223K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-310K- 83.65% |
$18.3M - $20.2M
|
60.5K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-372K- 96.97% |
$22.1M - $24.3M
|
11.6K
$723K
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-783K- 97.58% |
$46.4M - $51.2M
|
19.5K
$1.21M
|