Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr U S Small C (DFAS)

DFAS Quotes by TradingView

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 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.03K
+ 1.46%
$49.3K - $56.5K
71.7K $4.79M
Feb 06, 2023 Q4 2022
Colony Family Offices, LLC

BUY
 -
984
+ 14.81%
$47K - $53.9K
7.63K $509K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
924
New
$44.1K - $50.6K
924 $61.7K
Jan 18, 2023 Q4 2022
Maryland Capital Advisors Inc.

BUY
 -
899
+ 7.51%
$42.9K - $49.2K
12.9K $859K
Jan 18, 2023 Q4 2022
Cypress Wealth Services, LLC

BUY
 -
887
+ 2.2%
$42.4K - $48.5K
41.2K $2.75M
Feb 09, 2023 Q4 2022
Huntington National Bank

Columbus, OH
BUY
 -
828
New
$39.6K - $45.3K
828 $55.3K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
826
New
$39.5K - $45.2K
826 $55.2K
Feb 14, 2023 Q4 2022
Financial Counselors Inc

BUY
 -
810
+ 1.0%
$38.7K - $44.3K
81.5K $5.44M
Jan 30, 2023 Q4 2022
Waterfront Wealth Inc.

BUY
 -
801
+ 4.4%
$38.3K - $43.8K
19K $1.27M
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
791
New
$37.8K - $43.3K
791 $52.8K
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
725
New
$34.6K - $39.7K
725 $48.4K
Feb 14, 2023 Q4 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
669
+ 11.86%
$32K - $36.6K
6.31K $422K
Feb 13, 2023 Q4 2022
Betterment LLC

New York, NY
BUY
 -
604
+ 8.36%
$28.9K - $33.1K
7.83K $523K
Jan 12, 2023 Q4 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
581
+ 3.24%
$27.8K - $31.8K
18.5K $1.24M
Jan 24, 2023 Q4 2022
Pinnacle Bancorp, Inc.

BUY
 -
567
+ 3.27%
$27.1K - $31K
17.9K $1.2M
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
556
New
$26.6K - $30.4K
556 $37.1K
Feb 09, 2023 Q4 2022
Advisory Services & Investments, LLC

BUY
 -
493
+ 0.32%
$23.6K - $27K
156K $10.4M
Jan 09, 2023 Q4 2022
Bromfield Sneider Wealth Advisors

BUY
 -
490
+ 7.58%
$23.4K - $26.8K
6.95K $464K
May 31, 2023 Q4 2022
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
481
+ 3.58%
$23K - $26.3K
13.9K $929K
Feb 07, 2023 Q4 2022
Dopkins Wealth Management, LLC

BUY
 -
448
+ 0.78%
$21.4K - $24.5K
58K $3.87M
Feb 13, 2023 Q4 2022
Bayshore Asset Management, LLC

BUY
 -
444
+ 0.52%
$21.2K - $24.3K
85.8K $5.73M
Feb 09, 2023 Q4 2022
Lee Financial CO

Dallas, TX
BUY
 -
324
New
$15.5K - $17.7K
324 $21.6K
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
307
+ 6.21%
$14.7K - $16.8K
5.25K $351K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
288
+ 4.56%
$13.8K - $15.8K
6.6K $441K
Feb 09, 2023 Q4 2022
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
282
+ 2.24%
$13.5K - $15.4K
12.9K $859K
Jan 19, 2023 Q4 2022
Sym Financial Corp

BUY
 -
254
New
$12.1K - $13.9K
254 $17K
Jan 24, 2023 Q4 2022
Phillips Financial Management, LLC

BUY
 -
239
+ 1.35%
$11.4K - $13.1K
17.9K $1.2M
Feb 14, 2023 Q4 2022
Van Den Berg Management I, Inc

Austin, TX
BUY
 -
211
New
$10.1K - $11.5K
211 $14.1K
Feb 03, 2023 Q4 2022
Tortoise Investment Management, LLC

BUY
 -
165
+ 1.06%
$7.88K - $9.03K
15.8K $1.05M
Feb 13, 2023 Q4 2022
Andrews, Lucia Wealth Management LLC

BUY
 -
147
+ 0.18%
$7.02K - $8.05K
83.2K $5.56M
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
142
New
$6.78K - $7.77K
142 $9.48K
Mar 10, 2023 Q4 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
125
+ 0.7%
$5.97K - $6.84K
18K $1.2M
Jan 27, 2023 Q4 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
114
New
$5.45K - $6.24K
114 $7.61K
Feb 07, 2023 Q4 2022
Kraft Asset Management, LLC

BUY
 -
112
+ 0.16%
$5.35K - $6.13K
71.3K $4.77M
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
108
New
$5.16K - $5.91K
108 $7.21K
Feb 14, 2023 Q4 2022
West Hill Financial Advisors, Inc.

BUY
 -
97
+ 6.64%
$4.63K - $5.31K
1.56K $104K
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
96
+ 1.76%
$4.59K - $5.25K
5.56K $371K
Jan 23, 2023 Q4 2022
Measured Wealth Private Client Group, LLC

BUY
 -
82
+ 0.65%
$3.92K - $4.49K
12.6K $845K
Feb 13, 2023 Q4 2022
Tag Stone Capital, Inc.

BUY
 -
81
+ 0.3%
$3.87K - $4.43K
26.7K $1.78M
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

BUY
 -
61
New
$2.91K - $3.34K
61 $4.07K
Feb 07, 2023 Q4 2022
Warwick Investment Management, Inc.

BUY
 -
51
+ 0.35%
$2.44K - $2.79K
14.8K $986K
Feb 01, 2023 Q4 2022
Verus Financial Partners, Inc.

BUY
 -
48
+ 0.35%
$2.29K - $2.63K
13.7K $913K
Jan 19, 2023 Q4 2022
Asset Dedication, LLC

BUY
 -
38
+ 0.23%
$1.82K - $2.08K
16.9K $1.13M
Feb 09, 2023 Q4 2022
Citizens Financial Group Inc

BUY
 -
37
+ 0.35%
$1.77K - $2.03K
10.5K $701K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
35
New
$1.67K - $1.92K
35 $2.34K
Feb 10, 2023 Q4 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
32
+ 0.35%
$1.53K - $1.75K
9.11K $608K
Feb 13, 2023 Q4 2022
Bordeaux Wealth Advisors LLC

BUY
 -
32
+ 0.03%
$1.53K - $1.75K
126K $8.4M
Feb 14, 2023 Q4 2022
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
26
+ 0.36%
$1.24K - $1.42K
7.35K $491K
Feb 01, 2023 Q4 2022
Bay Colony Advisory Group, Inc D

BUY
 -
23
+ 0.44%
$1.1K - $1.26K
5.2K $347K

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