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 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4.18K- 3.51% |
$266K - $298K
|
115K
$7.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.23K- 12.96% |
$269K - $301K
|
28.4K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4.25K- 1.18% |
$270K - $302K
|
355K
$23.7M
|
|
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-4.38K- 6.67% |
$279K - $312K
|
61.3K
$4.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-4.77K- 1.6% |
$303K - $339K
|
293K
$19.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-5.72K- 9.67% |
$364K - $407K
|
53.5K
$3.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.91K- 2.91% |
$376K - $421K
|
197K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.97K- 11.46% |
$379K - $425K
|
46.1K
$3.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-6.08K- 1.39% |
$386K - $432K
|
430K
$28.7M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.13K- 3.94% |
$390K - $436K
|
150K
$9.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-6.19K- 4.31% |
$394K - $441K
|
138K
$9.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-6.28K- 1.07% |
$399K - $447K
|
578K
$38.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-6.43K- 2.24% |
$409K - $457K
|
280K
$18.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.62K- 1.85% |
$421K - $471K
|
350K
$23.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.95K- 20.38% |
$442K - $494K
|
27.2K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.31K- 8.49% |
$465K - $520K
|
78.8K
$5.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-7.37K- 8.1% |
$468K - $524K
|
83.6K
$5.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-7.7K- 38.08% |
$490K - $548K
|
12.5K
$835K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-8.1K- 1.72% |
$515K - $577K
|
463K
$30.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.41K- 24.3% |
$534K - $598K
|
26.2K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-8.54K- 2.68% |
$543K - $608K
|
310K
$20.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.72K- 1.79% |
$554K - $620K
|
479K
$32M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-11.8K- 6.41% |
$748K - $837K
|
172K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-12.2K- 14.99% |
$775K - $867K
|
69.1K
$4.61M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.5K- 9.94% |
$797K - $892K
|
114K
$7.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-13.4K- 72.35% |
$853K - $954K
|
5.13K
$342K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.6K- 1.43% |
$926K - $1.04M
|
1M
$66.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-15.1K- 7.38% |
$959K - $1.07M
|
189K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-15.8K- 2.2% |
$1.01M - $1.13M
|
704K
$47M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-15.9K- 3.2% |
$1.01M - $1.13M
|
483K
$32.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.2K- 26.18% |
$1.1M - $1.23M
|
48.6K
$3.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-19.7K- 2.22% |
$1.25M - $1.4M
|
866K
$57.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-20.2K- 86.74% |
$1.28M - $1.44M
|
3.09K
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-21.4K- 3.49% |
$1.36M - $1.52M
|
590K
$39.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-22.1K- 1.53% |
$1.4M - $1.57M
|
1.42M
$94.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-22.3K- 24.97% |
$1.42M - $1.59M
|
66.9K
$4.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.2K- 2.9% |
$1.47M - $1.65M
|
777K
$51.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-27.9K- 49.86% |
$1.77M - $1.98M
|
28K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-28.5K- 52.08% |
$1.81M - $2.03M
|
26.2K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-30.5K- 20.64% |
$1.94M - $2.17M
|
117K
$7.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-31.4K- 14.16% |
$2M - $2.23M
|
190K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-73.9K- 15.57% |
$4.7M - $5.26M
|
400K
$26.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-76.6K- 15.4% |
$4.87M - $5.45M
|
421K
$28.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-119K- 1.78% |
$7.55M - $8.45M
|
6.54M
$437M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-142K- 5.73% |
$9.01M - $10.1M
|
2.33M
$156M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-185K- 6.83% |
$11.7M - $13.1M
|
2.52M
$168M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-497K- 38.43% |
$31.6M - $35.3M
|
796K
$53.1M
|