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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
55.5K+ 61.38% |
$2.58M - $3.1M
|
146K
$9.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.3KNew |
$895K - $1.08M
|
19.3K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.96K+ 140.5% |
$370K - $444K
|
13.6K
$877K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3.17K+ 1299.18% |
$147K - $177K
|
3.41K
$220K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.74KNew |
$80.9K - $97.2K
|
1.74K
$112K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
686New |
$31.9K - $38.3K
|
686
$44.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
674+ 47.27% |
$31.3K - $37.6K
|
2.1K
$135K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
30+ 0.65% |
$1.39K - $1.68K
|
4.63K
$298K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6+ 0.2% |
$279 - $335
|
3.04K
$195K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
16.7KNew |
$780K - $943K
|
16.7K
$1.08M
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
6.08KNew |
$283K - $343K
|
6.08K
$391K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
4.29K+ 100.0% |
$200K - $242K
|
8.59K
$553K
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.07KNew |
$143K - $173K
|
3.07K
$198K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.27KNew |
$59K - $71.3K
|
1.27K
$81.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
746New |
$34.8K - $42.1K
|
746
$48K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
682New |
$31.8K - $38.5K
|
682
$43.9K
|
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
300+ 4.84% |
$14K - $16.9K
|
6.5K
$419K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
34New |
$1.59K - $1.92K
|
34
$2.19K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
30New |
$1.4K - $1.69K
|
30
$1.93K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21+ 0.19% |
$980 - $1.18K
|
10.8K
$696K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.88KNew |
$101K - $114K
|
1.88K
$121K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.65KNew |
$87.9K - $100K
|
1.65K
$106K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
26+ 6.81% |
$1.39K - $1.58K
|
408
$26.3K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
5+ 0.13% |
$267 - $304
|
3.89K
$251K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.76KNew |
$99.8K - $113K
|
1.76K
$113K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
160New |
$9.07K - $10.2K
|
160
$10.3K
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.22KNew |
$285K - $310K
|
5.22K
$336K
|
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
788New |
$43.1K - $46.8K
|
788
$50.7K
|
|
| Q2 2021 | |||||||
|
Jul 23, 2021
Q2 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
8.8KNew |
$496K - $519K
|
8.8K
$567K
|
|
|
Aug 13, 2021
Q2 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
6.67KNew |
$376K - $393K
|
6.67K
$429K
|
|
|
Aug 16, 2021
Q2 2021
|
Asset Planning Corporation
|
BUY
|
- |
5.07KNew |
$286K - $299K
|
5.07K
$326K
|
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.65KNew |
$92.7K - $97K
|
1.65K
$106K
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
1.24KNew |
$70K - $73.2K
|
1.24K
$80K
|
|
|
Aug 16, 2021
Q2 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
736New |
$41.5K - $43.4K
|
736
$47.4K
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
BUY
|
- |
705New |
$39.7K - $41.6K
|
705
$45.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
36New |
$2.03K - $2.12K
|
36
$2.32K
|
|