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
|
Jentner Corp
|
BUY
|
- |
5+ 0.04% |
$296 - $327
|
14.1K
$964K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 0.26% |
$237 - $261
|
1.55K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4+ 0.11% |
$237 - $261
|
3.71K
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3+ 0.06% |
$178 - $196
|
4.82K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.09% |
$178 - $196
|
3.48K
$238K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.22% |
$178 - $196
|
1.38K
$94.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
3+ 0.01% |
$178 - $196
|
23.3K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2+ 0.06% |
$119 - $131
|
3.4K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$59.3 - $65.3
|
9.68K
$662K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.25% |
$59.3 - $65.3
|
407
$27.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$59.3 - $65.3
|
401
$27.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2- 0.02% |
$119 - $131
|
9.28K
$634K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2- 0.02% |
$119 - $131
|
10.6K
$724K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5- 3.47% |
$296 - $327
|
139
$9.5K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-8- 8.7% |
$474 - $523
|
84
$5.74K
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-9- 0.02% |
$533 - $588
|
51.8K
$3.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-19- 1.37% |
$1.13K - $1.24K
|
1.37K
$93.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-20- 0.47% |
$1.19K - $1.31K
|
4.21K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-20- 8.06% |
$1.19K - $1.31K
|
228
$15.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-24- 0.02% |
$1.42K - $1.57K
|
105K
$7.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-25- 0.02% |
$1.48K - $1.63K
|
162K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-26- 0.23% |
$1.54K - $1.7K
|
11.1K
$756K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-31- 0.27% |
$1.84K - $2.03K
|
11.6K
$795K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-33- 0.32% |
$1.96K - $2.16K
|
10.3K
$703K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-47- 0.19% |
$2.78K - $3.07K
|
24.1K
$1.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-54- 0.35% |
$3.2K - $3.53K
|
15.5K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-54- 0.59% |
$3.2K - $3.53K
|
9.08K
$621K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-63- 0.68% |
$3.73K - $4.12K
|
9.23K
$631K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-67- 0.52% |
$3.97K - $4.38K
|
12.8K
$872K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-73- 1.21% |
$4.33K - $4.77K
|
5.95K
$407K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-82- 1.19% |
$4.86K - $5.36K
|
6.83K
$467K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-85- 4.87% |
$5.04K - $5.55K
|
1.66K
$114K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 0.22% |
$5.93K - $6.53K
|
45.7K
$3.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-102- 0.16% |
$6.04K - $6.66K
|
63.9K
$4.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-110- 0.1% |
$6.52K - $7.19K
|
114K
$7.81M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-115- 3.05% |
$6.81K - $7.51K
|
3.66K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-125- 30.19% |
$7.41K - $8.17K
|
289
$19.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-126- 1.54% |
$7.47K - $8.23K
|
8.08K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-132- 0.2% |
$7.82K - $8.62K
|
65.9K
$4.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-134- 0.64% |
$7.94K - $8.75K
|
20.8K
$1.42M
|
|
|
Jul 25, 2025
Q3 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-136- 0.38% |
$8.06K - $8.88K
|
35.9K
$2.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-140- 0.1% |
$8.3K - $9.15K
|
142K
$9.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-143- 0.06% |
$8.47K - $9.34K
|
232K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-143- 0.48% |
$8.47K - $9.34K
|
29.4K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-169- 0.66% |
$10K - $11K
|
25.6K
$1.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-173- 0.6% |
$10.3K - $11.3K
|
28.6K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-187- 0.5% |
$11.1K - $12.2K
|
37.4K
$2.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-189- 0.61% |
$11.2K - $12.3K
|
30.9K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-191- 8.18% |
$11.3K - $12.5K
|
2.15K
$147K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-200- 1.46% |
$11.9K - $13.1K
|
13.5K
$923K
|