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 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
172+ 3.24% |
$10.2K - $11.2K
|
5.48K
$356K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
158+ 119.7% |
$9.36K - $10.3K
|
290
$18.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
158+ 3.98% |
$9.36K - $10.3K
|
4.12K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
146+ 6.94% |
$8.65K - $9.54K
|
2.25K
$146K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
142New |
$8.41K - $9.28K
|
142
$9.23K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
136+ 388.57% |
$8.06K - $8.88K
|
171
$11.1K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
135+ 1.17% |
$8K - $8.82K
|
11.7K
$759K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
129+ 0.12% |
$7.64K - $8.43K
|
111K
$7.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
117New |
$6.93K - $7.64K
|
117
$7.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
115+ 1.4% |
$6.81K - $7.51K
|
8.31K
$540K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
102+ 0.08% |
$6.04K - $6.66K
|
129K
$8.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
96+ 0.18% |
$5.69K - $6.27K
|
52.9K
$3.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
93+ 0.28% |
$5.51K - $6.08K
|
33.6K
$2.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
80+ 1.27% |
$4.74K - $5.23K
|
6.38K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
70+ 1.17% |
$4.15K - $4.57K
|
6.06K
$394K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
70+ 0.92% |
$4.15K - $4.57K
|
7.7K
$500K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
61+ 0.04% |
$3.61K - $3.99K
|
144K
$9.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
53New |
$3.14K - $3.46K
|
53
$3.44K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
47+ 0.25% |
$2.78K - $3.07K
|
18.9K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
40+ 0.85% |
$2.37K - $2.61K
|
4.77K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
40+ 0.85% |
$2.37K - $2.61K
|
4.77K
$310K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
38+ 0.21% |
$2.25K - $2.48K
|
18.3K
$1.19M
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
37+ 0.06% |
$2.19K - $2.42K
|
59K
$3.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
35+ 0.25% |
$2.07K - $2.29K
|
13.9K
$904K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
34+ 0.19% |
$2.01K - $2.22K
|
17.8K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31+ 0.61% |
$1.84K - $2.03K
|
5.15K
$335K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
26+ 0.24% |
$1.54K - $1.7K
|
10.7K
$694K
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
26+ 0.18% |
$1.54K - $1.7K
|
14.3K
$927K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
23+ 0.24% |
$1.36K - $1.5K
|
9.53K
$620K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
21+ 0.85% |
$1.24K - $1.37K
|
2.49K
$162K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
17+ 0.25% |
$1.01K - $1.11K
|
6.77K
$440K
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
17+ 0.02% |
$1.01K - $1.11K
|
77.5K
$5.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
16+ 0.25% |
$948 - $1.05K
|
6.33K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16+ 0.02% |
$948 - $1.05K
|
71.8K
$4.67M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
15+ 0.72% |
$889 - $980
|
2.09K
$136K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
13+ 0.25% |
$770 - $849
|
5.19K
$337K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 0.06% |
$711 - $784
|
21K
$1.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11+ 0.12% |
$652 - $719
|
9.26K
$602K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 0.19% |
$593 - $653
|
5.26K
$342K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
9+ 0.26% |
$533 - $588
|
3.51K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7+ 0.23% |
$415 - $457
|
2.99K
$195K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5+ 0.01% |
$296 - $327
|
58.6K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
5+ 0.04% |
$296 - $327
|
14.1K
$916K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 0.26% |
$237 - $261
|
1.55K
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4+ 0.11% |
$237 - $261
|
3.71K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.09% |
$178 - $196
|
3.48K
$226K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
3+ 0.01% |
$178 - $196
|
23.3K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3+ 0.06% |
$178 - $196
|
4.82K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2+ 0.06% |
$119 - $131
|
3.4K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$59.3 - $65.3
|
9.68K
$629K
|