Purchases and Sales Made in Q4 2022 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 2022. 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 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
52.3K+ 986.48% |
$2.5M - $2.86M
|
57.6K
$3.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
52.1KNew |
$2.49M - $2.85M
|
52.1K
$3.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
51.6KNew |
$2.46M - $2.82M
|
51.6K
$3.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
51.5K+ 29.41% |
$2.46M - $2.82M
|
227K
$15.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
51.3K+ 8.34% |
$2.45M - $2.81M
|
666K
$44.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
51.1K+ 117.47% |
$2.44M - $2.8M
|
94.7K
$6.32M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
45.5K+ 41.89% |
$2.17M - $2.49M
|
154K
$10.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
43.7KNew |
$2.09M - $2.39M
|
43.7K
$2.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43.7KNew |
$2.09M - $2.39M
|
43.7K
$2.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
43.3K+ 19.46% |
$2.07M - $2.37M
|
266K
$17.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
39.9KNew |
$1.9M - $2.18M
|
39.9K
$2.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
38.4K+ 18.7% |
$1.83M - $2.1M
|
244K
$16.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
37.5K+ 24.98% |
$1.79M - $2.05M
|
187K
$12.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
37K+ 8.05% |
$1.77M - $2.03M
|
497K
$33.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
36.2K+ 7.13% |
$1.73M - $1.98M
|
543K
$36.3M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.6K+ 564.96% |
$1.7M - $1.95M
|
41.9K
$2.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
33.7K+ 8003.33% |
$1.61M - $1.84M
|
34.1K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
33.2K+ 3.74% |
$1.59M - $1.82M
|
922K
$61.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
31.6KNew |
$1.51M - $1.73M
|
31.6K
$2.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
31.5K+ 171.99% |
$1.51M - $1.72M
|
49.8K
$3.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.7K+ 2.95% |
$1.47M - $1.68M
|
1.07M
$71.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.1K+ 146.8% |
$1.44M - $1.65M
|
50.6K
$3.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.3K+ 11.95% |
$1.26M - $1.44M
|
246K
$16.5M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24KNew |
$1.15M - $1.31M
|
24K
$1.6M
|
|
|
Apr 20, 2023
Q4 2022
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
23.4KNew |
$1.12M - $1.28M
|
23.4K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23K+ 13.85% |
$1.1M - $1.26M
|
189K
$12.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
22.9KNew |
$1.1M - $1.26M
|
22.9K
$1.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
21.9K+ 137.54% |
$1.05M - $1.2M
|
37.8K
$2.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
21.8K+ 3.95% |
$1.04M - $1.19M
|
575K
$38.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
21.4K+ 4.05% |
$1.02M - $1.17M
|
550K
$36.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$984K - $1.13M
|
20.6K
$1.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
19.8K+ 4.07% |
$948K - $1.09M
|
507K
$33.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
19.6K+ 82.42% |
$936K - $1.07M
|
43.4K
$2.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
19.4K+ 39.04% |
$929K - $1.06M
|
69.2K
$4.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
19.4KNew |
$927K - $1.06M
|
19.4K
$1.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
19.1K+ 201.31% |
$911K - $1.04M
|
28.6K
$1.91M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
18.6KNew |
$887K - $1.02M
|
18.6K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.5KNew |
$885K - $1.01M
|
18.5K
$1.24M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 22.77% |
$884K - $1.01M
|
99.8K
$6.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
18.3KNew |
$872K - $999K
|
18.3K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.9K+ 9.07% |
$856K - $980K
|
216K
$14.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
16.7KNew |
$797K - $913K
|
16.7K
$1.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
16.4K+ 93.42% |
$783K - $897K
|
33.9K
$2.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.5K+ 7.09% |
$741K - $849K
|
235K
$15.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
15.3KNew |
$732K - $839K
|
15.3K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.6K+ 10.89% |
$696K - $798K
|
148K
$9.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
14.5KNew |
$695K - $796K
|
14.5K
$972K
|
|
|
Jan 18, 2023
Q4 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
14K+ 0.98% |
$670K - $768K
|
1.44M
$96.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
13.5K+ 13.48% |
$647K - $741K
|
114K
$7.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
12.3K+ 35.6% |
$586K - $672K
|
46.7K
$3.12M
|