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
|
Well Done, LLC
|
BUY
|
- |
912+ 1.38% |
$54K - $59.6K
|
67K
$4.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
888+ 4.25% |
$52.6K - $58K
|
21.8K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
872+ 0.29% |
$51.7K - $57K
|
303K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
794+ 1.37% |
$47K - $51.9K
|
58.6K
$3.81M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
789+ 5.68% |
$46.7K - $51.5K
|
14.7K
$954K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
777+ 0.34% |
$46K - $50.8K
|
229K
$14.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
745+ 2.14% |
$44.1K - $48.7K
|
35.6K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
745+ 5.42% |
$44.1K - $48.7K
|
14.5K
$942K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
722+ 1.42% |
$42.8K - $47.2K
|
51.6K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
705+ 17.55% |
$41.8K - $46.1K
|
4.72K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
690+ 2.43% |
$40.9K - $45.1K
|
29.1K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
689+ 0.12% |
$40.8K - $45K
|
599K
$38.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
677+ 1.68% |
$40.1K - $44.2K
|
41.1K
$2.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
656+ 6.88% |
$38.9K - $42.9K
|
10.2K
$662K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
604+ 1.82% |
$35.8K - $39.5K
|
33.7K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
587New |
$34.8K - $38.3K
|
587
$38.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
576+ 14.5% |
$34.1K - $37.6K
|
4.55K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
568+ 2.35% |
$33.7K - $37.1K
|
24.7K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
551+ 9.72% |
$32.6K - $36K
|
6.22K
$404K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
544+ 6.0% |
$32.2K - $35.5K
|
9.61K
$625K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
524+ 1.15% |
$31K - $34.2K
|
46.1K
$2.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
511+ 3.13% |
$30.3K - $33.4K
|
16.8K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
495+ 3.51% |
$29.3K - $32.3K
|
14.6K
$949K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
494+ 0.96% |
$29.3K - $32.3K
|
52.1K
$3.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
490+ 3.15% |
$29K - $32K
|
16.1K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
473+ 13.45% |
$28K - $30.9K
|
3.99K
$259K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
432+ 10.93% |
$25.6K - $28.2K
|
4.39K
$285K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
425+ 1.43% |
$25.2K - $27.8K
|
30.1K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
419+ 7.17% |
$24.8K - $27.4K
|
6.26K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
352+ 2.93% |
$20.9K - $23K
|
12.4K
$804K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
327+ 0.94% |
$19.4K - $21.4K
|
35K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
324+ 4.75% |
$19.2K - $21.2K
|
7.15K
$465K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
320+ 3.67% |
$19K - $20.9K
|
9.05K
$588K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
317+ 1.87% |
$18.8K - $20.7K
|
17.2K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
317New |
$18.8K - $20.7K
|
317
$20.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
316+ 0.35% |
$18.7K - $20.6K
|
89.7K
$5.83M
|
|
|
Oct 30, 2024
Q3 2024
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
309+ 0.47% |
$18.3K - $20.2K
|
65.7K
$4.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
308+ 0.46% |
$18.2K - $20.1K
|
67.6K
$4.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
307+ 3.52% |
$18.2K - $20.1K
|
9.03K
$587K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
305+ 6.09% |
$18.1K - $19.9K
|
5.31K
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
269+ 4.16% |
$15.9K - $17.6K
|
6.73K
$438K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
264+ 16.73% |
$15.6K - $17.2K
|
1.84K
$120K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
252+ 0.22% |
$14.9K - $16.5K
|
113K
$7.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
237+ 0.68% |
$14K - $15.5K
|
35.3K
$2.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
235+ 4.92% |
$13.9K - $15.4K
|
5.02K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
230+ 0.31% |
$13.6K - $15K
|
75.4K
$4.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
197+ 2.51% |
$11.7K - $12.9K
|
8.04K
$523K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
180+ 2.33% |
$10.7K - $11.8K
|
7.91K
$514K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
177+ 2.25% |
$10.5K - $11.6K
|
8.04K
$523K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
175+ 100.0% |
$10.4K - $11.4K
|
350
$22.7K
|