Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
11+ 2.9% |
$623 - $703
|
390
$25.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3+ 0.07% |
$170 - $192
|
4.26K
$277K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3- 0.29% |
$170 - $192
|
1.03K
$66.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-31- 2.49% |
$1.76K - $1.98K
|
1.22K
$79K
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-33- 0.91% |
$1.87K - $2.11K
|
3.6K
$234K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-43- 3.66% |
$2.44K - $2.75K
|
1.13K
$73.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-100- 0.67% |
$5.67K - $6.39K
|
14.8K
$959K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-109- 1.87% |
$6.18K - $6.97K
|
5.73K
$373K
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-126- 0.58% |
$7.14K - $8.06K
|
21.4K
$1.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-146- 1.9% |
$8.27K - $9.33K
|
7.55K
$491K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-156- 2.38% |
$8.84K - $9.97K
|
6.39K
$415K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-173Closed |
$9.8K - $11.1K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-175- 0.81% |
$9.92K - $11.2K
|
21.4K
$1.39M
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-224- 4.74% |
$12.7K - $14.3K
|
4.5K
$292K
|
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-254- 0.25% |
$14.4K - $16.2K
|
102K
$6.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Jentner Corp
|
SELL
|
- |
-298- 1.75% |
$16.9K - $19.1K
|
16.7K
$1.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-307Closed |
$17.4K - $19.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-365- 1.83% |
$20.7K - $23.3K
|
19.5K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-422Closed |
$23.9K - $27K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-500- 2.85% |
$28.3K - $32K
|
17.1K
$1.11M
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
SELL
|
- |
-570- 1.58% |
$32.3K - $36.4K
|
35.5K
$2.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-595- 8.31% |
$33.7K - $38K
|
6.56K
$427K
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-648- 4.41% |
$36.7K - $41.4K
|
14K
$913K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-703Closed |
$39.8K - $44.9K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-730- 11.58% |
$41.4K - $46.7K
|
5.57K
$362K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-756- 37.41% |
$42.8K - $48.3K
|
1.27K
$82.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-786- 5.27% |
$44.5K - $50.2K
|
14.1K
$918K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-918- 21.36% |
$52K - $58.7K
|
3.38K
$220K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.06K- 9.07% |
$59.9K - $67.6K
|
10.6K
$688K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.22K- 0.89% |
$69.3K - $78.1K
|
136K
$8.85M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.29K- 13.83% |
$73.3K - $82.7K
|
8.06K
$524K
|
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-1.32K- 27.84% |
$75K - $84.6K
|
3.43K
$223K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.36K- 0.78% |
$77K - $86.9K
|
172K
$11.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.64K- 2.14% |
$92.9K - $105K
|
74.8K
$4.86M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.65KClosed |
$93.2K - $105K
|
0
$0
|
|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.95K- 18.42% |
$110K - $124K
|
8.62K
$560K
|
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.95K- 18.42% |
$110K - $124K
|
8.62K
$560K
|
|
|
Aug 11, 2023
Q4 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.05K- 1.83% |
$116K - $131K
|
110K
$7.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.24K- 0.84% |
$127K - $143K
|
265K
$17.3M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.3K- 2.06% |
$130K - $147K
|
109K
$7.1M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.02K- 2.97% |
$171K - $193K
|
98.8K
$6.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.05K- 4.38% |
$173K - $195K
|
66.6K
$4.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.1K- 12.44% |
$176K - $198K
|
21.9K
$1.42M
|
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.23K- 13.73% |
$183K - $207K
|
20.3K
$1.32M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.33K- 18.66% |
$189K - $213K
|
14.5K
$944K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.47K- 53.06% |
$196K - $222K
|
3.07K
$199K
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-3.62K- 1.41% |
$205K - $232K
|
254K
$16.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-3.94K- 7.6% |
$223K - $252K
|
47.9K
$3.11M
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-4.02K- 3.08% |
$228K - $257K
|
127K
$8.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.06K- 9.4% |
$230K - $259K
|
39.1K
$2.54M
|