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 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.22K+ 1.96% |
$141K - $158K
|
116K
$7.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2.21K+ 20.68% |
$141K - $157K
|
12.9K
$801K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.14K+ 2.51% |
$136K - $152K
|
87.6K
$5.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.13K+ 23.12% |
$136K - $152K
|
11.4K
$705K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.05K+ 0.75% |
$131K - $146K
|
276K
$17.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.05KNew |
$130K - $146K
|
2.05K
$127K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.03K+ 8.74% |
$129K - $144K
|
25.2K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2K+ 26.04% |
$127K - $142K
|
9.68K
$601K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1.92K+ 1.27% |
$122K - $137K
|
153K
$9.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.91K+ 3.7% |
$122K - $136K
|
53.6K
$3.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.86K+ 12.42% |
$118K - $132K
|
16.8K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.85K+ 0.87% |
$117K - $131K
|
214K
$13.3M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.81K+ 1.0% |
$115K - $129K
|
184K
$11.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.8K+ 89.34% |
$115K - $128K
|
3.82K
$237K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.75KNew |
$111K - $124K
|
1.75K
$108K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.72KNew |
$109K - $123K
|
1.72K
$107K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.69KNew |
$107K - $120K
|
1.69K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.68K+ 123.3% |
$107K - $120K
|
3.05K
$189K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.62K+ 2.94% |
$103K - $116K
|
56.8K
$3.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.56K+ 0.37% |
$99.1K - $111K
|
425K
$26.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.54K+ 13.25% |
$98K - $110K
|
13.2K
$818K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.44K+ 16.04% |
$91.2K - $102K
|
10.4K
$645K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.43K+ 2.14% |
$90.6K - $101K
|
68.1K
$4.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.42K+ 0.38% |
$90K - $101K
|
378K
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.41KNew |
$89.8K - $100K
|
1.41K
$87.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.4K+ 37.84% |
$88.9K - $99.5K
|
5.1K
$316K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 0.62% |
$87.3K - $97.7K
|
224K
$13.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.36K+ 9.42% |
$86.7K - $97K
|
15.8K
$984K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.35K+ 1.05% |
$86K - $96.3K
|
130K
$8.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.35K+ 7.01% |
$85.8K - $96K
|
20.6K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.34K+ 6.23% |
$84.9K - $95K
|
22.8K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.31K+ 24.74% |
$83.5K - $93.5K
|
6.63K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.28KNew |
$81.4K - $91.1K
|
1.28K
$79.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.27K+ 0.19% |
$80.4K - $90K
|
674K
$41.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.26K+ 0.77% |
$79.8K - $89.3K
|
165K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.14K+ 1.02% |
$72.4K - $81K
|
112K
$6.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.12K+ 11.03% |
$71.5K - $80K
|
11.3K
$703K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.12K+ 2.73% |
$71.3K - $79.8K
|
42.2K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.11K+ 7.15% |
$70.7K - $79.1K
|
16.7K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1.1KNew |
$69.9K - $78.3K
|
1.1K
$68.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.1K+ 6.04% |
$69.9K - $78.3K
|
19.3K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.04K+ 22.78% |
$66.4K - $74.3K
|
5.63K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1.02KNew |
$64.5K - $72.2K
|
1.02K
$63K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
980+ 21.16% |
$62.3K - $69.7K
|
5.61K
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
966+ 2.96% |
$61.4K - $68.7K
|
33.6K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
958+ 21.05% |
$60.9K - $68.2K
|
5.51K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
945+ 2.31% |
$60.1K - $67.2K
|
41.9K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
932+ 14.22% |
$59.3K - $66.3K
|
7.49K
$465K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
917+ 10.14% |
$58.3K - $65.2K
|
9.96K
$618K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
913+ 9.09% |
$58K - $65K
|
11K
$680K
|