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 |
|---|---|---|---|---|---|---|---|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.29K- 50.87% |
$243K - $274K
|
4.14K
$277K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.11KClosed |
$289K - $326K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.31K- 1.1% |
$358K - $404K
|
567K
$37.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-7.13K- 1.14% |
$404K - $456K
|
619K
$41.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.59K- 63.71% |
$430K - $485K
|
4.32K
$289K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.78KClosed |
$441K - $497K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
SELL
|
- |
-8.59KClosed |
$487K - $549K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-9.67K- 4.29% |
$548K - $618K
|
216K
$14.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-11.6K- 0.44% |
$659K - $743K
|
2.6M
$174M
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
SELL
|
- |
-16.7K- 2.7% |
$949K - $1.07M
|
604K
$40.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-22.3K- 6.05% |
$1.27M - $1.43M
|
347K
$23.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-22.6K- 4.81% |
$1.28M - $1.44M
|
446K
$29.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
SELL
|
- |
-26.8K- 1.69% |
$1.52M - $1.71M
|
1.56M
$104M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-27.9K- 28.32% |
$1.58M - $1.79M
|
70.7K
$4.72M
|
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-28.6K- 31.29% |
$1.62M - $1.83M
|
62.8K
$4.19M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-35.6K- 7.36% |
$2.02M - $2.28M
|
449K
$30M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-70.5K- 1.48% |
$3.99M - $4.51M
|
4.7M
$314M
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-246KClosed |
$13.9M - $15.7M
|
0
$0
|