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
|
Cx Institutional
|
BUY
|
- |
4.18K+ 5.13% |
$266K - $298K
|
85.7K
$4.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
4.16K+ 9.65% |
$265K - $296K
|
47.3K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
4.15KNew |
$264K - $295K
|
4.15K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.14KNew |
$263K - $294K
|
4.14K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
4K+ 6.26% |
$255K - $285K
|
68K
$3.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4K+ 27.4% |
$254K - $285K
|
18.6K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.98KNew |
$253K - $283K
|
3.98K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3.97KNew |
$252K - $283K
|
3.97K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.94K+ 0.62% |
$250K - $280K
|
637K
$35.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.9KNew |
$248K - $278K
|
3.9K
$217K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3.86K+ 4.68% |
$245K - $274K
|
86.2K
$4.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.84K+ 7.42% |
$244K - $273K
|
55.5K
$3.09M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.82KNew |
$243K - $272K
|
3.82K
$213K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.7K+ 14.49% |
$235K - $263K
|
29.2K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.65K+ 9.44% |
$232K - $260K
|
42.3K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
3.64KNew |
$232K - $259K
|
3.64K
$203K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.63K+ 22.64% |
$231K - $258K
|
19.7K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.63KNew |
$231K - $258K
|
3.63K
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.52K+ 3.16% |
$224K - $250K
|
115K
$6.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.43K+ 11.68% |
$218K - $244K
|
32.8K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.35KNew |
$213K - $239K
|
3.35K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3.28KNew |
$208K - $233K
|
3.28K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.27K+ 1.94% |
$208K - $233K
|
172K
$9.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3.25KNew |
$207K - $231K
|
3.25K
$181K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.23KNew |
$206K - $230K
|
3.23K
$180K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.23KNew |
$205K - $230K
|
3.23K
$180K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.19K+ 1.64% |
$203K - $227K
|
198K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.15K+ 19.61% |
$200K - $224K
|
19.2K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
3.11KNew |
$198K - $222K
|
3.11K
$173K
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.1K+ 10.07% |
$197K - $221K
|
33.9K
$1.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.02K+ 37.45% |
$192K - $215K
|
11.1K
$618K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3K+ 2.83% |
$191K - $213K
|
109K
$6.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.96K+ 6.28% |
$188K - $210K
|
50K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.92K+ 3.97% |
$185K - $207K
|
76.4K
$4.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.91K+ 87.32% |
$185K - $207K
|
6.23K
$347K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.89K+ 2.0% |
$183K - $205K
|
147K
$8.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.83K+ 1.9% |
$180K - $201K
|
151K
$8.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.83K+ 8.3% |
$180K - $201K
|
36.9K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
2.83KNew |
$180K - $201K
|
2.83K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2.81K+ 15.09% |
$179K - $200K
|
21.4K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.72K+ 68.87% |
$173K - $194K
|
6.68K
$372K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.66K+ 5.73% |
$169K - $189K
|
49K
$2.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.54K+ 1.02% |
$161K - $181K
|
250K
$13.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.48K+ 3.29% |
$158K - $176K
|
77.9K
$4.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.48K+ 2.83% |
$157K - $176K
|
90K
$5.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.38KNew |
$152K - $170K
|
2.38K
$133K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.36K+ 4.32% |
$150K - $168K
|
56.9K
$3.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2.32K+ 3.43% |
$147K - $165K
|
69.9K
$3.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
2.31KNew |
$147K - $164K
|
2.31K
$128K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.23K+ 62.64% |
$141K - $158K
|
5.78K
$322K
|