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 |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
899K+ 425.63% |
$50.9M - $56M
|
1.11M
$66.7M
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
332K+ 13.99% |
$18.8M - $20.7M
|
2.7M
$162M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
285K+ 90.2% |
$16.2M - $17.8M
|
601K
$36.1M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
256K+ 6.42% |
$14.5M - $16M
|
4.25M
$255M
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
231KNew |
$13.1M - $14.4M
|
231K
$13.9M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
212K+ 65.12% |
$12M - $13.2M
|
538K
$32.3M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
187K+ 236.9% |
$10.6M - $11.6M
|
266K
$16M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
185K+ 2037.79% |
$10.5M - $11.6M
|
194K
$11.7M
|
|
Apr 10, 2024
Q1 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
184KNew |
$10.5M - $11.5M
|
184K
$11.1M
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
180K+ 61.09% |
$10.2M - $11.2M
|
475K
$28.5M
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
170KNew |
$9.63M - $10.6M
|
170K
$10.2M
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
BUY
|
- |
147KNew |
$8.31M - $9.14M
|
147K
$8.81M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
141KNew |
$8.02M - $8.82M
|
141K
$8.5M
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
140K+ 13.62% |
$7.93M - $8.72M
|
1.17M
$70.1M
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
135KNew |
$7.65M - $8.42M
|
135K
$8.11M
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
134K+ 2.22% |
$7.58M - $8.34M
|
6.15M
$369M
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
127K+ 205.18% |
$7.18M - $7.9M
|
189K
$11.3M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
123K+ 76.26% |
$6.99M - $7.69M
|
285K
$17.1M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
112K+ 33.1% |
$6.36M - $7M
|
451K
$27.1M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
112K+ 4.28% |
$6.34M - $6.98M
|
2.73M
$164M
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
106K+ 342.68% |
$6.01M - $6.61M
|
137K
$8.23M
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
106KNew |
$5.99M - $6.59M
|
106K
$6.35M
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
104K+ 21.57% |
$5.88M - $6.47M
|
585K
$35.1M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
100K+ 118.4% |
$5.68M - $6.25M
|
185K
$11.1M
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
97.9KNew |
$5.55M - $6.1M
|
97.9K
$5.88M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
95KNew |
$5.38M - $5.92M
|
95K
$5.7M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
89.8K+ 18.79% |
$5.09M - $5.6M
|
568K
$34.1M
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
87.5K+ 15.82% |
$4.96M - $5.46M
|
641K
$38.5M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
79.9K+ 41.9% |
$4.53M - $4.98M
|
271K
$16.3M
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
71.2KNew |
$4.04M - $4.44M
|
71.2K
$4.28M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
68K+ 22.74% |
$3.85M - $4.24M
|
367K
$22.1M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
68K+ 883.18% |
$3.85M - $4.24M
|
75.7K
$4.55M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.8K+ 13.43% |
$3.84M - $4.23M
|
573K
$34.4M
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
59.7K+ 7.07% |
$3.38M - $3.72M
|
904K
$54.3M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
59.3K+ 2.55% |
$3.36M - $3.7M
|
2.38M
$143M
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
59.1KNew |
$3.35M - $3.68M
|
59.1K
$3.55M
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
58.3KNew |
$3.3M - $3.64M
|
58.3K
$3.5M
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
58.2KNew |
$3.3M - $3.63M
|
58.2K
$3.5M
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
58.1KNew |
$3.29M - $3.63M
|
58.1K
$3.49M
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
57.5KNew |
$3.26M - $3.58M
|
57.5K
$3.45M
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
53.9K+ 13.17% |
$3.05M - $3.36M
|
463K
$27.8M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
53.6K+ 23.8% |
$3.03M - $3.34M
|
279K
$16.7M
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
53.1K+ 2.52% |
$3.01M - $3.31M
|
2.16M
$130M
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
50.9KNew |
$2.88M - $3.17M
|
50.9K
$3.06M
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
50.2K+ 9.47% |
$2.84M - $3.13M
|
580K
$34.8M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
40.6K+ 2.8% |
$2.3M - $2.53M
|
1.49M
$89.7M
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
38.6K+ 691.19% |
$2.19M - $2.41M
|
44.2K
$2.66M
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
37.1K+ 616.14% |
$2.1M - $2.31M
|
43.1K
$2.59M
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
34.9K+ 15.68% |
$1.98M - $2.18M
|
257K
$15.5M
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
32.7K+ 4.98% |
$1.85M - $2.04M
|
690K
$41.5M
|