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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.88K- 1.95% |
$119K - $133K
|
94.3K
$6.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-2.02K- 0.21% |
$128K - $143K
|
950K
$62.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-2.04K- 6.06% |
$130K - $145K
|
31.6K
$2.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-2.2K- 2.05% |
$140K - $156K
|
105K
$6.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.23K- 66.71% |
$142K - $159K
|
1.11K
$73.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.46K- 2.33% |
$157K - $175K
|
103K
$6.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-2.5K- 1.54% |
$159K - $178K
|
159K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.57K- 10.75% |
$164K - $183K
|
21.4K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.8K- 16.98% |
$178K - $199K
|
13.7K
$904K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-2.87K- 2.42% |
$182K - $204K
|
116K
$7.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.97K- 1.98% |
$189K - $211K
|
147K
$9.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.02K- 5.96% |
$192K - $215K
|
47.6K
$3.14M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.25K- 2.42% |
$207K - $231K
|
131K
$8.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.3K- 0.73% |
$210K - $235K
|
446K
$29.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-3.43K- 8.76% |
$218K - $244K
|
35.8K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-3.52K- 19.84% |
$224K - $251K
|
14.2K
$940K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.01K- 1.15% |
$255K - $285K
|
346K
$22.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-4.14K- 28.7% |
$263K - $295K
|
10.3K
$680K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4.18K- 3.51% |
$266K - $298K
|
115K
$7.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.23K- 12.96% |
$269K - $301K
|
28.4K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4.25K- 1.18% |
$270K - $302K
|
355K
$23.5M
|
|
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-4.38K- 6.67% |
$279K - $312K
|
61.3K
$4.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-4.77K- 1.6% |
$303K - $339K
|
293K
$19.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-5.72K- 9.67% |
$364K - $407K
|
53.5K
$3.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.91K- 2.91% |
$376K - $421K
|
197K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-6.08K- 1.39% |
$386K - $432K
|
430K
$28.4M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.13K- 3.94% |
$390K - $436K
|
150K
$9.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-6.19K- 4.31% |
$394K - $441K
|
138K
$9.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-6.28K- 1.07% |
$399K - $447K
|
578K
$38.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-6.43K- 2.24% |
$409K - $457K
|
280K
$18.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.62K- 1.85% |
$421K - $471K
|
350K
$23.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.95K- 20.38% |
$442K - $494K
|
27.2K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.31K- 8.49% |
$465K - $520K
|
78.8K
$5.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-7.37K- 8.1% |
$468K - $524K
|
83.6K
$5.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-7.7K- 38.08% |
$490K - $548K
|
12.5K
$827K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-8.1K- 1.72% |
$515K - $577K
|
463K
$30.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.41K- 24.3% |
$534K - $598K
|
26.2K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-8.54K- 2.68% |
$543K - $608K
|
310K
$20.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.72K- 1.79% |
$554K - $620K
|
479K
$31.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-11.8K- 6.41% |
$748K - $837K
|
172K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-12.2K- 14.99% |
$775K - $867K
|
69.1K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.5K- 9.94% |
$797K - $892K
|
114K
$7.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-13.4K- 72.35% |
$853K - $954K
|
5.13K
$338K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.6K- 1.43% |
$926K - $1.04M
|
1M
$66.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-15.1K- 7.38% |
$959K - $1.07M
|
189K
$12.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-15.8K- 2.2% |
$1.01M - $1.13M
|
704K
$46.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-15.9K- 3.2% |
$1.01M - $1.13M
|
483K
$31.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.2K- 26.18% |
$1.1M - $1.23M
|
48.6K
$3.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-19.7K- 2.22% |
$1.25M - $1.4M
|
866K
$57.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-20.2K- 86.74% |
$1.28M - $1.44M
|
3.09K
$204K
|