Surevest, LLC Dimensional ETF Tr U S Small C Transaction History

Surevest, LLC

$368 Million
Q3 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	BUY	$46.65 - $56.4 $31,815 - $38,464	682 New	682 $33,000
Q1 2022 May 16, 2022	SELL	$53.45 - $60.82 $36,452 - $41,479	-682 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$56.67 - $63.93 $38,648 - $43,600	682 New	682 $41,000

Others Institutions Holding DFAS

# of Institutions

636

Shares Held

101M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

10.7M
Shares

$641 Million
0.74% of portfolio
Index Fund Advisors, Inc.

6.8M
Shares

$406 Million
23.9% of portfolio
Northern Trust Corp Chicago, IL

6.15M
Shares

$367 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.25M
Shares

$254 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.73M
Shares

$163 Million
1.93% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
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