Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
16.5KNew |
$807K - $1M
|
16.5K
$1.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
16.1K+ 5.97% |
$788K - $977K
|
286K
$19.1M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 8.05% |
$769K - $953K
|
211K
$14.1M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
15.4K+ 48.28% |
$754K - $934K
|
47.4K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 27.89% |
$742K - $919K
|
69.7K
$4.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
15.1K+ 12.16% |
$740K - $917K
|
140K
$9.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15K+ 51.87% |
$733K - $908K
|
44K
$2.94M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15K+ 17.82% |
$733K - $908K
|
99.2K
$6.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.8K+ 20.21% |
$725K - $899K
|
88.3K
$5.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
14.8K+ 242.85% |
$723K - $897K
|
20.9K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.6KNew |
$713K - $884K
|
14.6K
$975K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.4K+ 9.79% |
$702K - $870K
|
161K
$10.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
13.8K+ 19.96% |
$676K - $837K
|
83.2K
$5.56M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
13.3K+ 8.01% |
$652K - $808K
|
180K
$12M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.3K+ 49.15% |
$651K - $807K
|
40.5K
$2.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
12.8K+ 27.41% |
$623K - $772K
|
59.3K
$3.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
12.7K+ 2.0% |
$619K - $767K
|
647K
$43.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
12K+ 44.69% |
$585K - $725K
|
38.8K
$2.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
11.8KNew |
$578K - $717K
|
11.8K
$791K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
11.8KNew |
$575K - $712K
|
11.8K
$786K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.7KNew |
$574K - $711K
|
11.7K
$785K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
11.6K+ 6.29% |
$565K - $700K
|
195K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11.5K+ 12.51% |
$563K - $698K
|
104K
$6.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
11.5K+ 230.74% |
$563K - $697K
|
16.5K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11K+ 17.5% |
$539K - $668K
|
74.2K
$4.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
10.7K+ 83.67% |
$522K - $646K
|
23.4K
$1.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.7K+ 4.41% |
$521K - $646K
|
253K
$16.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
10.4KNew |
$507K - $628K
|
10.4K
$693K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10K+ 72.77% |
$488K - $605K
|
23.7K
$1.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
9.94K+ 3.42% |
$486K - $602K
|
301K
$20.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.9K+ 16.4% |
$483K - $599K
|
70.2K
$4.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
9.78KNew |
$478K - $592K
|
9.78K
$653K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
9.69K+ 4.4% |
$473K - $586K
|
230K
$15.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9.54K+ 30.94% |
$466K - $577K
|
40.4K
$2.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
9.4K+ 101.22% |
$459K - $568K
|
18.7K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.33KNew |
$455K - $564K
|
9.33K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.24K+ 14.47% |
$451K - $559K
|
73.1K
$4.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.23K+ 100.57% |
$451K - $559K
|
18.4K
$1.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
9.07K+ 8.7% |
$443K - $549K
|
113K
$7.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.95KNew |
$437K - $542K
|
8.95K
$598K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
8.95KNew |
$437K - $542K
|
8.95K
$598K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
8.63K+ 31.38% |
$421K - $522K
|
36.1K
$2.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
8.58K+ 43.76% |
$419K - $519K
|
28.2K
$1.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
8.58K+ 3.6% |
$419K - $519K
|
247K
$16.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.11K+ 43.75% |
$396K - $491K
|
26.7K
$1.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
7.95KNew |
$388K - $481K
|
7.95K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.84K+ 5.02% |
$383K - $475K
|
164K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.71K+ 21.92% |
$376K - $466K
|
42.9K
$2.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.69KNew |
$376K - $466K
|
7.69K
$514K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
7.54K+ 36.01% |
$368K - $456K
|
28.5K
$1.9M
|