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 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
15.6K+ 26.82% |
$994K - $1.11M
|
74K
$4.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
15.3KNew |
$972K - $1.09M
|
15.3K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.6K+ 48.14% |
$928K - $1.04M
|
44.9K
$3M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
14.5K+ 11.29% |
$922K - $1.03M
|
143K
$9.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
14.1KNew |
$896K - $1M
|
14.1K
$941K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
13KNew |
$828K - $927K
|
13K
$870K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13K+ 22.12% |
$825K - $923K
|
71.6K
$4.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
12.7K+ 41.43% |
$808K - $904K
|
43.4K
$2.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
12.1K+ 24.88% |
$770K - $861K
|
60.7K
$4.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.1KNew |
$767K - $858K
|
12.1K
$805K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12K+ 12.26% |
$760K - $850K
|
109K
$7.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9K+ 16.55% |
$756K - $846K
|
83.7K
$5.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
11.4K+ 13.46% |
$726K - $812K
|
96.2K
$6.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
11.1K+ 3.35% |
$707K - $792K
|
343K
$22.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
11.1K+ 4.08% |
$705K - $789K
|
283K
$18.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
11.1K+ 62.48% |
$703K - $787K
|
28.8K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
11K+ 9.47% |
$701K - $784K
|
127K
$8.52M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
11K+ 3.1% |
$699K - $783K
|
366K
$24.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 4.9% |
$678K - $758K
|
228K
$15.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.6KNew |
$675K - $756K
|
10.6K
$709K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
10.2K+ 3.56% |
$652K - $729K
|
298K
$19.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
9.67K+ 28.64% |
$615K - $688K
|
43.4K
$2.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.56K+ 11.18% |
$608K - $680K
|
95.1K
$6.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
9.47K+ 13.77% |
$602K - $674K
|
78.2K
$5.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
9.43K+ 3.47% |
$599K - $671K
|
281K
$18.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.13K+ 30.15% |
$580K - $650K
|
39.4K
$2.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.74KNew |
$556K - $622K
|
8.74K
$584K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.49KNew |
$540K - $604K
|
8.49K
$567K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.33K+ 4.14% |
$530K - $593K
|
210K
$14M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
8.21KNew |
$522K - $584K
|
8.21K
$548K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
7.98K+ 14.39% |
$507K - $567K
|
63.4K
$4.23M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
7.88K+ 7.49% |
$501K - $560K
|
113K
$7.55M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7.84K+ 48.43% |
$498K - $558K
|
24K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
7.73K+ 5.08% |
$492K - $550K
|
160K
$10.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
7.57KNew |
$481K - $539K
|
7.57K
$506K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7.04K+ 265.07% |
$447K - $501K
|
9.69K
$647K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.47KNew |
$411K - $460K
|
6.47K
$432K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.18K+ 13.76% |
$393K - $440K
|
51.1K
$3.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.12KNew |
$389K - $436K
|
6.12K
$409K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.01K+ 14.88% |
$382K - $428K
|
46.4K
$3.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6K+ 94.89% |
$382K - $427K
|
12.3K
$824K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
5.96K+ 4.88% |
$379K - $424K
|
128K
$8.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5.88K+ 2.4% |
$374K - $419K
|
251K
$16.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.87KNew |
$373K - $418K
|
5.87K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.74K+ 17.18% |
$365K - $408K
|
39.1K
$2.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.72K+ 4.05% |
$363K - $407K
|
147K
$9.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
5.69K+ 20.16% |
$362K - $405K
|
33.9K
$2.27M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
5.47K+ 14.37% |
$347K - $389K
|
43.5K
$2.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.43K+ 9.36% |
$345K - $386K
|
63.4K
$4.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.42K+ 10.12% |
$344K - $385K
|
58.9K
$3.93M
|