Latest Institutional Purchases of Dimensional ETF Tr U S Small C (DFAS)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr U S Small C (DFAS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
550K+ 30.26% |
$32.6M - $35.9M
|
2.37M
$160M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
467K+ 10.51% |
$27.7M - $30.5M
|
4.91M
$332M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
213KNew |
$12.6M - $13.9M
|
213K
$14.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
180K+ 2432.08% |
$10.7M - $11.8M
|
188K
$12.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
177K+ 21.07% |
$10.5M - $11.6M
|
1.02M
$68.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
144KNew |
$8.52M - $9.39M
|
144K
$9.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
130K+ 1232.5% |
$7.73M - $8.52M
|
141K
$9.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
124K+ 157.17% |
$7.35M - $8.11M
|
203K
$13.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
117K+ 18.67% |
$6.96M - $7.67M
|
747K
$50.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
116KNew |
$6.9M - $7.61M
|
116K
$7.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
107K+ 16.0% |
$6.32M - $6.97M
|
773K
$52.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
106KNew |
$6.26M - $6.9M
|
106K
$7.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
106K+ 4.45% |
$6.25M - $6.89M
|
2.48M
$167M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
102K+ 33.23% |
$6.04M - $6.66M
|
409K
$27.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
96K+ 4.25% |
$5.69M - $6.27M
|
2.35M
$159M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
74K+ 4.73% |
$4.38M - $4.83M
|
1.64M
$111M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
70K+ 10.25% |
$4.15M - $4.58M
|
753K
$50.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
68.7K+ 82.33% |
$4.07M - $4.49M
|
152K
$10.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
68.1K+ 51.09% |
$4.04M - $4.45M
|
201K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
67.4K+ 14.77% |
$3.99M - $4.4M
|
523K
$35.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
63.3K+ 10.3% |
$3.75M - $4.14M
|
679K
$45.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59K+ 94.32% |
$3.5M - $3.86M
|
122K
$8.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
58.4K+ 18.37% |
$3.46M - $3.81M
|
376K
$25.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
51.5KNew |
$3.05M - $3.37M
|
51.5K
$3.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
50.9K+ 5.33% |
$3.02M - $3.33M
|
1.01M
$67.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
50.6KNew |
$3M - $3.31M
|
50.6K
$3.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
49.5K+ 53.78% |
$2.93M - $3.23M
|
142K
$9.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.3K+ 8.52% |
$2.8M - $3.09M
|
603K
$40.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
46.6K+ 6.6% |
$2.76M - $3.05M
|
754K
$50.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
46.4K+ 7.7% |
$2.75M - $3.03M
|
650K
$43.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45.7K+ 6.06% |
$2.71M - $2.99M
|
800K
$54M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42.8K+ 14.67% |
$2.53M - $2.79M
|
334K
$22.6M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40.4K+ 4.36% |
$2.4M - $2.64M
|
967K
$65.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
39.6K+ 12.39% |
$2.35M - $2.59M
|
360K
$24.3M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
39.6K+ 21.62% |
$2.34M - $2.59M
|
223K
$15M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
35.5K+ 22.31% |
$2.1M - $2.32M
|
194K
$13.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
34.1KNew |
$2.02M - $2.23M
|
34.1K
$2.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
33.6K+ 3.4% |
$1.99M - $2.2M
|
1.02M
$69M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
32.4K+ 17.07% |
$1.92M - $2.12M
|
222K
$15M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
32.1K+ 16.91% |
$1.9M - $2.1M
|
222K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
31.4K+ 23.93% |
$1.86M - $2.05M
|
162K
$11M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
31.3K+ 6.18% |
$1.85M - $2.04M
|
538K
$36.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
30.2K+ 0.43% |
$1.79M - $1.97M
|
7M
$473M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.8K+ 20.06% |
$1.76M - $1.95M
|
178K
$12M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
27.1K+ 7.82% |
$1.61M - $1.77M
|
374K
$25.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
25.6K+ 506.56% |
$1.52M - $1.67M
|
30.7K
$2.07M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
25.6K+ 32.2% |
$1.52M - $1.67M
|
105K
$7.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
23.8K+ 682.17% |
$1.41M - $1.56M
|
27.3K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.7K+ 56.22% |
$1.4M - $1.55M
|
65.9K
$4.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
22.4K+ 9.0% |
$1.33M - $1.47M
|
272K
$18.3M
|