Purchases and Sales Made in Q4 2023 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 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
Jan 24, 2024 Q4 2023
Private Trust CO Na

BUY
 -
1.39K
+ 71.12%
$67.8K - $84K
3.34K $223K
Jan 23, 2024 Q4 2023
Uma Financial Services, Inc.

BUY
 -
1.38K
+ 1.79%
$67.4K - $83.5K
78.5K $5.24M
Jan 22, 2024 Q4 2023
Planning Center, Inc.

BUY
 -
1.34K
+ 0.43%
$65.5K - $81.1K
313K $20.9M
Feb 06, 2024 Q4 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.31K
+ 11.7%
$64K - $79.3K
12.5K $835K
Feb 28, 2024 Q4 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.31K
+ 0.63%
$63.8K - $79K
208K $13.9M
Jan 25, 2024 Q4 2023
Pinnacle Bancorp, Inc.

BUY
 -
1.28K
+ 7.14%
$62.4K - $77.3K
19.2K $1.28M
Feb 13, 2024 Q4 2023
Pinnacle Financial Group, LLC

BUY
 -
1.25K
+ 1.28%
$61.1K - $75.8K
98.8K $6.6M
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
1.25K
+ 7.68%
$61.1K - $75.8K
17.5K $1.17M
Feb 14, 2024 Q4 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
1.21K
+ 131.28%
$59.2K - $73.4K
2.14K $143K
Jan 19, 2024 Q4 2023
Colorado Capital Management, Inc.

BUY
 -
1.14K
+ 1.12%
$55.6K - $68.9K
102K $6.84M
Jan 09, 2024 Q4 2023
Collective Family Office LLC

BUY
 -
1.04K
+ 2.9%
$50.8K - $63K
36.9K $2.47M
Feb 13, 2024 Q4 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
984
+ 4.13%
$48K - $59.5K
24.8K $1.66M
Feb 08, 2024 Q4 2023
Colony Family Offices, LLC

BUY
 -
949
+ 11.65%
$46.3K - $57.4K
9.09K $607K
Jan 05, 2024 Q4 2023
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
898
New
$43.8K - $54.3K
898 $60K
Jan 31, 2024 Q4 2023
Zhang Financial LLC

BUY
 -
847
+ 0.88%
$41.4K - $51.3K
97.2K $6.5M
Jan 29, 2024 Q4 2023
Bay Colony Advisory Group, Inc D

BUY
 -
831
+ 11.57%
$40.6K - $50.3K
8.01K $535K
Feb 14, 2024 Q4 2023
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
816
+ 0.82%
$39.8K - $49.4K
100K $6.68M
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
778
New
$38K - $47.1K
778 $52K
Feb 09, 2024 Q4 2023
Kraft Asset Management, LLC

BUY
 -
776
+ 1.14%
$37.9K - $47K
68.8K $4.6M
Feb 07, 2024 Q4 2023
First United Bank & Trust

BUY
 -
750
New
$36.6K - $45.4K
750 $50.1K
Feb 13, 2024 Q4 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
724
+ 138.43%
$35.4K - $43.8K
1.25K $83.3K
Jan 17, 2024 Q4 2023
Gemmer Asset Management LLC

BUY
 -
700
+ 0.5%
$34.2K - $42.4K
142K $9.48M
Feb 07, 2024 Q4 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
687
+ 7.52%
$33.5K - $41.6K
9.82K $656K
Feb 13, 2024 Q4 2023
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
670
+ 6.36%
$32.7K - $40.5K
11.2K $749K
Jan 17, 2024 Q4 2023
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
669
New
$32.7K - $40.5K
669 $44.7K
Jan 29, 2024 Q4 2023
G2 Capital Management, LLC

Columbus, OH
BUY
 -
630
+ 0.37%
$30.8K - $38.1K
173K $11.5M
Feb 14, 2024 Q4 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
625
+ 6.08%
$30.5K - $37.8K
10.9K $729K
Feb 13, 2024 Q4 2023
Integrated Wealth Concepts LLC

BUY
 -
614
+ 3.71%
$30K - $37.2K
17.2K $1.15M
Feb 08, 2024 Q4 2023
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
605
New
$29.5K - $36.6K
605 $40.4K
Jan 16, 2024 Q4 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
537
+ 422.83%
$26.2K - $32.5K
664 $44.3K
Jan 19, 2024 Q4 2023
Quent Capital, LLC

BUY
 -
474
+ 37.23%
$23.1K - $28.7K
1.75K $117K
Jun 14, 2024 Q4 2023
Quent Capital, LLC

BUY
 -
474
+ 37.23%
$23.1K - $28.7K
1.75K $117K
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

BUY
 -
450
+ 1.96%
$22K - $27.2K
23.4K $1.56M
Feb 13, 2024 Q4 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
425
+ 2.79%
$20.8K - $25.7K
15.7K $1.05M
Apr 09, 2024 Q4 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
411
+ 79.5%
$20.1K - $24.9K
928 $62K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
405
+ 19.45%
$19.8K - $24.5K
2.49K $166K
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
387
+ 5.85%
$18.9K - $23.4K
7K $467K
Feb 14, 2024 Q4 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
386
+ 26.37%
$18.8K - $23.4K
1.85K $124K
Jan 23, 2024 Q4 2023
Financial Advisory Service, Inc.

BUY
 -
370
+ 606.56%
$18.1K - $22.4K
431 $28.8K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
357
+ 8.83%
$17.4K - $21.6K
4.4K $294K
Feb 06, 2024 Q4 2023
Lincoln National Corp

BUY
 -
343
+ 7.6%
$16.7K - $20.8K
4.86K $325K
Jan 22, 2024 Q4 2023
Spinnaker Investment Group, LLC

BUY
 -
300
+ 0.21%
$14.6K - $18.2K
144K $9.59M
Feb 06, 2024 Q4 2023
Claris Advisors, LLC

BUY
 -
299
+ 0.28%
$14.6K - $18.1K
106K $7.1M
Jan 18, 2024 Q4 2023
25 LLC

St. Louis, MO
BUY
 -
270
+ 2.48%
$13.2K - $16.3K
11.2K $746K
Feb 14, 2024 Q4 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
252
+ 3.46%
$12.3K - $15.2K
7.54K $503K
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
250
New
$12.2K - $15.1K
250 $16.7K
Jan 10, 2024 Q4 2023
Meritas Wealth Management, LLC

Larkspur, CA
BUY
 -
241
+ 5.22%
$11.8K - $14.6K
4.85K $324K
Jan 30, 2024 Q4 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
221
+ 3.49%
$10.8K - $13.4K
6.55K $437K
Feb 08, 2024 Q4 2023
M Financial Asset Management, Inc.

Portland, OR
BUY
 -
212
+ 0.27%
$10.4K - $12.8K
80K $5.34M

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