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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.26% |
$195 - $242
|
1.57K
$105K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 0.02% |
$195 - $242
|
16.3K
$1.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.13% |
$146 - $182
|
2.29K
$153K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.5% |
$97.7 - $121
|
399
$26.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$48.8 - $60.5
|
9.98K
$666K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$48.8 - $60.5
|
31.4K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.05% |
$48.8 - $60.5
|
1.89K
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-4- 0.02% |
$195 - $242
|
24.9K
$1.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6- 10.71% |
$293 - $363
|
50
$3.34K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-12- 0.15% |
$586 - $726
|
7.91K
$528K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-18- 0.15% |
$879 - $1.09K
|
12.3K
$821K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-20- 0.66% |
$977 - $1.21K
|
3.02K
$202K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-21- 0.07% |
$1.03K - $1.27K
|
30.8K
$2.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-38- 0.39% |
$1.86K - $2.3K
|
9.74K
$650K
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-66- 0.34% |
$3.22K - $3.99K
|
19.1K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-90- 1.38% |
$4.39K - $5.45K
|
6.45K
$430K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-98- 1.81% |
$4.79K - $5.93K
|
5.32K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-102- 0.55% |
$4.98K - $6.17K
|
18.3K
$1.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-105- 8.71% |
$5.13K - $6.35K
|
1.1K
$73.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-106- 0.28% |
$5.18K - $6.41K
|
38.3K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-116- 16.6% |
$5.66K - $7.02K
|
583
$38.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-132- 1.3% |
$6.45K - $7.99K
|
10K
$669K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-132- 1.43% |
$6.45K - $7.99K
|
9.1K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-135- 5.32% |
$6.59K - $8.17K
|
2.4K
$160K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-162- 2.22% |
$7.91K - $9.8K
|
7.13K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-182- 1.14% |
$8.89K - $11K
|
15.8K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-197- 1.47% |
$9.62K - $11.9K
|
13.2K
$883K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-199- 4.64% |
$9.72K - $12K
|
4.09K
$273K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-237- 16.34% |
$11.6K - $14.3K
|
1.21K
$81K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-238- 12.95% |
$11.6K - $14.4K
|
1.6K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-265- 2.3% |
$12.9K - $16K
|
11.3K
$753K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-271- 6.87% |
$13.2K - $16.4K
|
3.67K
$245K
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-288- 5.19% |
$14.1K - $17.4K
|
5.26K
$351K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-290- 1.34% |
$14.2K - $17.5K
|
21.4K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
SELL
|
- |
-313- 1.89% |
$15.3K - $18.9K
|
16.2K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
SELL
|
- |
-329- 2.26% |
$16.1K - $19.9K
|
14.3K
$952K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-335- 5.55% |
$16.4K - $20.3K
|
5.7K
$381K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-360- 9.29% |
$17.6K - $21.8K
|
3.52K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-375- 7.4% |
$18.3K - $22.7K
|
4.7K
$314K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-381- 16.79% |
$18.6K - $23.1K
|
1.89K
$126K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-381- 7.14% |
$18.6K - $23.1K
|
4.96K
$331K
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-415- 1.65% |
$20.3K - $25.1K
|
24.7K
$1.65M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-430- 0.06% |
$21K - $26K
|
723K
$48.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-445- 3.76% |
$21.7K - $26.9K
|
11.4K
$760K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-458- 0.37% |
$22.4K - $27.7K
|
122K
$8.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-539- 4.41% |
$26.3K - $32.6K
|
11.7K
$779K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-560- 4.73% |
$27.3K - $33.9K
|
11.3K
$754K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-560- 4.73% |
$27.3K - $33.9K
|
11.3K
$754K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-630- 0.68% |
$30.8K - $38.1K
|
92.3K
$6.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-696- 1.66% |
$34K - $42.1K
|
41.4K
$2.76M
|