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
|
Beta Wealth Group, Inc.
|
BUY
|
- |
204+ 1.42% |
$9.96K - $12.3K
|
14.6K
$976K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
197+ 2.57% |
$9.62K - $11.9K
|
7.87K
$526K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
194New |
$9.47K - $11.7K
|
194
$13K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
175New |
$8.55K - $10.6K
|
175
$11.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
172+ 0.22% |
$8.4K - $10.4K
|
78.9K
$5.27M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
162New |
$7.91K - $9.8K
|
162
$10.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
156+ 8.38% |
$7.62K - $9.44K
|
2.02K
$135K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
147+ 0.82% |
$7.18K - $8.89K
|
18K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
145+ 0.55% |
$7.08K - $8.77K
|
26.6K
$1.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
137+ 11.27% |
$6.69K - $8.29K
|
1.35K
$90.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
132+ 0.17% |
$6.45K - $7.99K
|
78.3K
$5.23M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
130+ 13.04% |
$6.35K - $7.87K
|
1.13K
$75.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
112+ 0.65% |
$5.47K - $6.78K
|
17.3K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
103+ 31.69% |
$5.03K - $6.23K
|
428
$28.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
91+ 1.64% |
$4.44K - $5.51K
|
5.64K
$376K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
88+ 1.14% |
$4.3K - $5.32K
|
7.84K
$524K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
83+ 1.14% |
$4.05K - $5.02K
|
7.37K
$492K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
68New |
$3.32K - $4.11K
|
68
$4.54K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
58+ 4.71% |
$2.83K - $3.51K
|
1.29K
$86.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
54New |
$2.64K - $3.27K
|
54
$3.61K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
52+ 0.45% |
$2.54K - $3.15K
|
11.5K
$770K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
51New |
$2.49K - $3.09K
|
51
$3.41K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
49+ 0.57% |
$2.39K - $2.96K
|
8.72K
$582K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
42+ 0.25% |
$2.05K - $2.54K
|
17.1K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
42+ 0.21% |
$2.05K - $2.54K
|
20.3K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
39+ 0.28% |
$1.9K - $2.36K
|
13.8K
$923K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
36+ 2.26% |
$1.76K - $2.18K
|
1.63K
$109K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
30+ 0.28% |
$1.46K - $1.82K
|
10.6K
$708K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
26+ 0.28% |
$1.27K - $1.57K
|
9.47K
$632K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
25+ 0.49% |
$1.22K - $1.51K
|
5.11K
$341K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
25New |
$1.22K - $1.51K
|
25
$1.67K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
24+ 0.31% |
$1.17K - $1.45K
|
7.73K
$516K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
21+ 0.29% |
$1.03K - $1.27K
|
7.36K
$492K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
20+ 0.27% |
$977 - $1.21K
|
7.51K
$502K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
19+ 0.79% |
$928 - $1.15K
|
2.42K
$162K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
19+ 0.28% |
$928 - $1.15K
|
6.72K
$449K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
18New |
$879 - $1.09K
|
18
$1.2K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
15+ 0.03% |
$732 - $908
|
44.9K
$3M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
15+ 0.19% |
$732 - $908
|
7.71K
$515K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
15New |
$732 - $908
|
15
$1K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
15+ 0.03% |
$732 - $908
|
44.9K
$3M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13+ 0.07% |
$635 - $787
|
19.7K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12+ 0.15% |
$586 - $726
|
7.85K
$524K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
11+ 0.21% |
$537 - $666
|
5.23K
$349K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
10+ 0.16% |
$488 - $605
|
6.14K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9+ 0.3% |
$439 - $545
|
2.97K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.11% |
$244 - $303
|
4.58K
$306K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5+ 0.04% |
$244 - $303
|
12.5K
$838K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.0% |
$195 - $242
|
97.6K
$6.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
4+ 0.01% |
$195 - $242
|
35.2K
$2.35M
|