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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.79KNew |
$185K - $229K
|
3.79K
$253K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.75K+ 19.36% |
$183K - $227K
|
23.1K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
3.73KNew |
$182K - $226K
|
3.73K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.7KNew |
$181K - $224K
|
3.7K
$247K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
3.66KNew |
$179K - $221K
|
3.66K
$244K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
3.64KNew |
$178K - $220K
|
3.64K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.61K+ 38.32% |
$176K - $218K
|
13K
$869K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.54K+ 1.23% |
$173K - $214K
|
291K
$19.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
3.52KNew |
$172K - $213K
|
3.52K
$235K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
3.49KNew |
$170K - $211K
|
3.49K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.48KNew |
$170K - $210K
|
3.48K
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.45KNew |
$168K - $209K
|
3.45K
$230K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.44KNew |
$168K - $208K
|
3.44K
$230K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3.39KNew |
$166K - $205K
|
3.39K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
3.37K+ 1.19% |
$165K - $204K
|
286K
$19.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.31K+ 3.1% |
$162K - $200K
|
110K
$7.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
3.3K+ 21.72% |
$161K - $200K
|
18.5K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.27K+ 29.09% |
$160K - $198K
|
14.5K
$970K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.23K+ 37.64% |
$158K - $195K
|
11.8K
$789K
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
3.2K+ 34.74% |
$156K - $193K
|
12.4K
$828K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
3.19K+ 1.14% |
$156K - $193K
|
282K
$18.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.18K+ 46.95% |
$155K - $192K
|
9.96K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.08K+ 4.99% |
$150K - $186K
|
64.8K
$4.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.07K+ 18.86% |
$150K - $186K
|
19.4K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.01K+ 1.89% |
$147K - $182K
|
162K
$10.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.92K+ 16.98% |
$143K - $177K
|
20.1K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.9K+ 0.91% |
$142K - $175K
|
322K
$21.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.87KNew |
$140K - $174K
|
2.87K
$192K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.85K+ 70.97% |
$139K - $173K
|
6.87K
$459K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.82K+ 10.15% |
$137K - $170K
|
30.6K
$2.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.81K+ 8.78% |
$137K - $170K
|
34.8K
$2.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.72K+ 9.23% |
$133K - $165K
|
32.2K
$2.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.64K+ 1.5% |
$129K - $160K
|
179K
$12M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.29K+ 4.85% |
$112K - $138K
|
49.4K
$3.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.92K+ 51.99% |
$93.6K - $116K
|
5.6K
$374K
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.9K+ 2.21% |
$92.9K - $115K
|
88K
$5.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.85K+ 19.32% |
$90.1K - $112K
|
11.4K
$761K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.75KNew |
$85.3K - $106K
|
1.75K
$117K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.64K+ 26.88% |
$79.9K - $99.1K
|
7.73K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.62K+ 2.91% |
$79K - $97.9K
|
57.2K
$3.82M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.59K+ 3.07% |
$77.8K - $96.5K
|
53.5K
$3.57M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.54KNew |
$75.1K - $93K
|
1.54K
$103K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.53KNew |
$74.5K - $92.3K
|
1.53K
$102K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.49K+ 12.0% |
$73K - $90.4K
|
13.9K
$931K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.48K+ 10.37% |
$72.3K - $89.6K
|
15.8K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.46K+ 1.19% |
$71.2K - $88.2K
|
124K
$8.25M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 21.74% |
$70.6K - $87.5K
|
8.1K
$541K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.43K+ 6.49% |
$69.9K - $86.7K
|
23.5K
$1.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
1.43K+ 3.9% |
$69.7K - $86.3K
|
38K
$2.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.43K+ 1.39% |
$69.6K - $86.3K
|
104K
$6.93M
|