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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.95K+ 2.22% |
$234K - $258K
|
182K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.86K+ 9.95% |
$229K - $252K
|
42.7K
$2.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
3.8K+ 0.88% |
$225K - $248K
|
436K
$28.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.7KNew |
$219K - $242K
|
3.7K
$241K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.7KNew |
$219K - $242K
|
3.7K
$240K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.63K+ 4.76% |
$215K - $237K
|
79.9K
$5.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.59K+ 12.05% |
$213K - $234K
|
33.4K
$2.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.55KNew |
$210K - $232K
|
3.55K
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.54KNew |
$210K - $231K
|
3.54K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3.54KNew |
$209K - $231K
|
3.54K
$230K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
3.45K+ 1.21% |
$204K - $225K
|
288K
$18.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.36K+ 1.37% |
$199K - $219K
|
248K
$16.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.34K+ 39.56% |
$198K - $218K
|
11.8K
$766K
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
3.33K+ 1.79% |
$197K - $218K
|
189K
$12.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.33KNew |
$197K - $217K
|
3.33K
$216K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.28KNew |
$194K - $214K
|
3.28K
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
3.27KNew |
$194K - $213K
|
3.27K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
3.26K+ 19.57% |
$193K - $213K
|
19.9K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3.22K+ 228.91% |
$191K - $211K
|
4.63K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.18KNew |
$188K - $207K
|
3.18K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.11KNew |
$184K - $203K
|
3.11K
$202K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
3.1KNew |
$184K - $202K
|
3.1K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.1K+ 1.93% |
$183K - $202K
|
163K
$10.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.06K+ 0.77% |
$181K - $200K
|
399K
$25.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.05K+ 3.7% |
$181K - $199K
|
85.5K
$5.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.96K+ 24.44% |
$176K - $194K
|
15.1K
$980K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.86KNew |
$169K - $187K
|
2.86K
$186K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.84K+ 10.21% |
$168K - $186K
|
30.7K
$1.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.83K+ 2.48% |
$167K - $185K
|
117K
$7.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.8K+ 23.11% |
$166K - $183K
|
14.9K
$971K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.78K+ 1.82% |
$165K - $182K
|
156K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.7K+ 6.19% |
$160K - $177K
|
46.4K
$3.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
2.7K+ 7.89% |
$160K - $176K
|
36.9K
$2.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.69K+ 0.77% |
$159K - $175K
|
350K
$22.7M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.6K+ 10.87% |
$154K - $170K
|
26.5K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.59K+ 7.06% |
$154K - $169K
|
39.3K
$2.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.58K+ 68.12% |
$153K - $169K
|
6.37K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.49K+ 6.48% |
$148K - $163K
|
41K
$2.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.49K+ 4.66% |
$147K - $163K
|
55.9K
$3.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.47K+ 21.94% |
$146K - $161K
|
13.7K
$893K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
2.47K+ 2.1% |
$146K - $161K
|
120K
$7.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.42K+ 4.69% |
$143K - $158K
|
54K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.4K+ 14.29% |
$142K - $157K
|
19.2K
$1.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
2.36K+ 30.68% |
$140K - $154K
|
10K
$653K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.34K+ 19.57% |
$139K - $153K
|
14.3K
$931K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.33K+ 4.73% |
$138K - $152K
|
51.7K
$3.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.26K+ 18.5% |
$134K - $148K
|
14.5K
$941K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.24K+ 9.62% |
$133K - $146K
|
25.5K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.2K+ 41.29% |
$131K - $144K
|
7.54K
$490K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.19K+ 10.44% |
$130K - $143K
|
23.2K
$1.51M
|