Purchases and Sales Made in Q4 2024 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 2024. 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 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-76- 1.05% |
$4.83K - $5.41K
|
7.13K
$397K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-79- 1.52% |
$5.02K - $5.62K
|
5.11K
$285K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-80- 0.6% |
$5.09K - $5.69K
|
13.2K
$735K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-80- 0.52% |
$5.09K - $5.69K
|
15.4K
$857K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-91- 1.13% |
$5.79K - $6.47K
|
7.95K
$443K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-97- 0.33% |
$6.17K - $6.9K
|
29.3K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-103- 0.11% |
$6.55K - $7.33K
|
94.2K
$5.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-110- 0.27% |
$6.99K - $7.83K
|
40.1K
$2.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-114- 0.47% |
$7.25K - $8.11K
|
24K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-139- 0.66% |
$8.84K - $9.89K
|
20.9K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-146- 0.72% |
$9.28K - $10.4K
|
20.3K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-149- 7.12% |
$9.47K - $10.6K
|
1.95K
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-154- 0.58% |
$9.79K - $11K
|
26.4K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-161- 0.81% |
$10.2K - $11.5K
|
19.8K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-163- 1.56% |
$10.4K - $11.6K
|
10.3K
$574K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-165- 0.38% |
$10.5K - $11.7K
|
43.2K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-170- 0.48% |
$10.8K - $12.1K
|
35.4K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-172- 4.24% |
$10.9K - $12.2K
|
3.89K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-179- 2.15% |
$11.4K - $12.7K
|
8.13K
$453K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-179- 4.34% |
$11.4K - $12.7K
|
3.94K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-198- 2.61% |
$12.6K - $14.1K
|
7.38K
$411K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-199- 0.68% |
$12.7K - $14.2K
|
29.1K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-207- 0.39% |
$13.2K - $14.7K
|
52.7K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-237- 4.42% |
$15.1K - $16.9K
|
5.13K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-240- 1.32% |
$15.3K - $17.1K
|
17.9K
$997K
|
|
|
Feb 07, 2025
Q4 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-243- 0.2% |
$15.4K - $17.3K
|
123K
$6.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-244- 0.18% |
$15.5K - $17.4K
|
138K
$7.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-250- 0.56% |
$15.9K - $17.8K
|
44.2K
$2.46M
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-251- 0.22% |
$16K - $17.9K
|
113K
$6.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-259- 1.22% |
$16.5K - $18.4K
|
21.1K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-281- 1.99% |
$17.9K - $20K
|
13.8K
$769K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-294- 1.27% |
$18.7K - $20.9K
|
22.8K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-344- 4.06% |
$21.9K - $24.5K
|
8.13K
$453K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-367- 0.56% |
$23.3K - $26.1K
|
64.9K
$3.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-380- 3.7% |
$24.2K - $27K
|
9.9K
$551K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-388- 0.66% |
$24.7K - $27.6K
|
58.2K
$3.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-401- 68.31% |
$25.5K - $28.5K
|
186
$10.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-404- 2.0% |
$25.7K - $28.7K
|
19.8K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-442- 0.15% |
$28.1K - $31.4K
|
292K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-466- 0.22% |
$29.6K - $33.2K
|
209K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-470- 0.41% |
$29.9K - $33.4K
|
114K
$6.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-611- 5.18% |
$38.8K - $43.5K
|
11.2K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-616- 1.7% |
$39.2K - $43.8K
|
35.6K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-616- 0.89% |
$39.2K - $43.8K
|
68.9K
$3.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-640- 2.82% |
$40.7K - $45.5K
|
22K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-658- 0.54% |
$41.8K - $46.8K
|
121K
$6.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-658- 1.54% |
$41.8K - $46.8K
|
41.9K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-674- 9.27% |
$42.9K - $48K
|
6.6K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-676- 15.53% |
$43K - $48.1K
|
3.68K
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-684- 1.71% |
$43.5K - $48.7K
|
39.2K
$2.18M
|