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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
23+ 0.35% |
$1.1K - $1.26K
|
6.65K
$444K
|
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
20+ 0.22% |
$955 - $1.09K
|
9.15K
$611K
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
18+ 0.24% |
$860 - $985
|
7.65K
$511K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
16New |
$764 - $876
|
16
$1.07K
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
16+ 0.01% |
$764 - $876
|
124K
$8.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
14+ 0.31% |
$669 - $766
|
4.48K
$299K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.04% |
$669 - $766
|
32.6K
$2.18M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
12+ 0.14% |
$573 - $657
|
8.89K
$593K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10+ 0.34% |
$478 - $547
|
2.94K
$196K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
10+ 0.06% |
$478 - $547
|
17.9K
$1.19M
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6+ 0.13% |
$287 - $328
|
4.56K
$305K
|
|
|
Feb 10, 2023
Q4 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$287 - $328
|
14.1K
$942K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 0.21% |
$239 - $274
|
2.35K
$157K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.32% |
$239 - $274
|
1.55K
$104K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4+ 0.04% |
$191 - $219
|
11.2K
$751K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3+ 0.05% |
$143 - $164
|
5.85K
$391K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.51% |
$95.5 - $109
|
394
$26.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
BUY
|
- |
2+ 0.01% |
$95.5 - $109
|
14.8K
$990K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.06% |
$95.5 - $109
|
3.38K
$226K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-12- 0.24% |
$573 - $657
|
4.93K
$329K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-21- 0.11% |
$1K - $1.15K
|
20K
$1.33M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-50- 0.38% |
$2.39K - $2.74K
|
13.1K
$872K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-59- 0.41% |
$2.82K - $3.23K
|
14.3K
$954K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-62- 0.41% |
$2.96K - $3.39K
|
15K
$1M
|
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-66- 1.04% |
$3.15K - $3.61K
|
6.25K
$418K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-67- 5.83% |
$3.2K - $3.67K
|
1.08K
$72.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-91- 1.58% |
$4.35K - $4.98K
|
5.68K
$380K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-101- 0.41% |
$4.82K - $5.53K
|
24.7K
$1.65M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-109- 1.09% |
$5.21K - $5.97K
|
9.88K
$660K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-128- 1.39% |
$6.11K - $7.01K
|
9.1K
$607K
|
|
|
Jan 18, 2023
Q4 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-131- 0.02% |
$6.26K - $7.17K
|
610K
$40.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-160- 2.92% |
$7.64K - $8.76K
|
5.32K
$355K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-173- 2.86% |
$8.26K - $9.47K
|
5.88K
$393K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-177- 1.49% |
$8.46K - $9.69K
|
11.7K
$779K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-212- 15.28% |
$10.1K - $11.6K
|
1.18K
$78.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-217- 0.68% |
$10.4K - $11.9K
|
31.7K
$2.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-224- 2.21% |
$10.7K - $12.3K
|
9.89K
$660K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-244- 0.09% |
$11.7K - $13.4K
|
265K
$17.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-295- 1.25% |
$14.1K - $16.1K
|
23.3K
$1.55M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 26.27% |
$14.3K - $16.4K
|
842
$56.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-304- 2.94% |
$14.5K - $16.6K
|
10K
$670K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-310- 0.3% |
$14.8K - $17K
|
101K
$6.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-324- 2.15% |
$15.5K - $17.7K
|
14.8K
$986K
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-347- 0.93% |
$16.6K - $19K
|
37.1K
$2.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-463- 2.69% |
$22.1K - $25.3K
|
16.7K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-504- 0.79% |
$24.1K - $27.6K
|
63K
$4.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-573- 1.22% |
$27.4K - $31.4K
|
46.2K
$3.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-677- 4.51% |
$32.3K - $37.1K
|
14.3K
$957K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-700- 1.14% |
$33.4K - $38.3K
|
60.8K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-706- 6.06% |
$33.7K - $38.6K
|
10.9K
$731K
|