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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
34.9K+ 15.68% |
$1.98M - $2.18M
|
257K
$15.4M
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
32.7K+ 4.98% |
$1.85M - $2.04M
|
690K
$41.2M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.1K+ 23.69% |
$1.82M - $2M
|
168K
$10M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
31.1KNew |
$1.76M - $1.94M
|
31.1K
$1.86M
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
30.2K+ 22.91% |
$1.71M - $1.88M
|
162K
$9.69M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.8K+ 24.3% |
$1.69M - $1.86M
|
152K
$9.1M
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
27.2KNew |
$1.54M - $1.7M
|
27.2K
$1.63M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27K+ 20.76% |
$1.53M - $1.68M
|
157K
$9.37M
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
26.8KNew |
$1.52M - $1.67M
|
26.8K
$1.6M
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26.1K+ 2.66% |
$1.48M - $1.63M
|
1.01M
$60.4M
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
26K+ 12.3% |
$1.47M - $1.62M
|
237K
$14.2M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.2K+ 0.24% |
$1.43M - $1.57M
|
10.7M
$641M
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
23.5K+ 2.64% |
$1.33M - $1.47M
|
916K
$54.7M
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
22.1K+ 11.16% |
$1.25M - $1.38M
|
220K
$13.2M
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
22K+ 7.3% |
$1.25M - $1.37M
|
324K
$19.4M
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
21.5K+ 2.62% |
$1.22M - $1.34M
|
840K
$50.2M
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
21.4K+ 43.66% |
$1.21M - $1.34M
|
70.5K
$4.21M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
21.2K+ 12.39% |
$1.2M - $1.32M
|
192K
$11.5M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.3K+ 6.63% |
$1.15M - $1.27M
|
327K
$19.5M
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
20.1KNew |
$1.14M - $1.25M
|
20.1K
$1.2M
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
19.9K+ 3.07% |
$1.13M - $1.24M
|
666K
$39.8M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.8K+ 2.54% |
$1.06M - $1.17M
|
759K
$45.3M
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
18.8K+ 18.1% |
$1.06M - $1.17M
|
123K
$7.32M
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
18.7KNew |
$1.06M - $1.17M
|
18.7K
$1.12M
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
18.4K+ 13.33% |
$1.04M - $1.15M
|
156K
$9.35M
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
18.1K+ 10.81% |
$1.03M - $1.13M
|
186K
$11.1M
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
17.2K+ 100.28% |
$974K - $1.07M
|
34.3K
$2.05M
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
17.1K+ 4.09% |
$967K - $1.06M
|
435K
$26M
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
16.9K+ 90.43% |
$957K - $1.05M
|
35.6K
$2.12M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16KNew |
$909K - $1M
|
16K
$958K
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
BUY
|
- |
16K+ 1.66% |
$908K - $999K
|
984K
$58.8M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.8K+ 26.62% |
$894K - $984K
|
75.1K
$4.49M
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
15.5K+ 29.96% |
$878K - $966K
|
67.2K
$4.02M
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
15.2K+ 173.13% |
$859K - $945K
|
23.9K
$1.43M
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
15K+ 18.03% |
$850K - $935K
|
98.2K
$5.87M
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
14.1K+ 72.61% |
$797K - $877K
|
33.4K
$2M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14K+ 21.91% |
$791K - $870K
|
77.7K
$4.64M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
13.9K+ 7.13% |
$788K - $868K
|
209K
$12.5M
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
13.3K+ 12.8% |
$752K - $828K
|
117K
$6.99M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13.1KNew |
$739K - $814K
|
13.1K
$780K
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
12.7K+ 319.52% |
$719K - $791K
|
16.7K
$995K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.9K+ 6.89% |
$676K - $744K
|
185K
$11.1M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.7K+ 28.98% |
$662K - $729K
|
52K
$3.11M
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
11.4K+ 61.73% |
$648K - $712K
|
29.9K
$1.79M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
11.3KNew |
$639K - $703K
|
11.3K
$674K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.2K+ 19.58% |
$634K - $698K
|
68.3K
$4.08M
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
10.9K+ 38.34% |
$619K - $681K
|
39.4K
$2.35M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10.9K+ 842.36% |
$615K - $677K
|
12.1K
$726K
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
10.6K+ 22.35% |
$600K - $660K
|
58K
$3.46M
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
10.4K+ 3.17% |
$592K - $651K
|
340K
$20.3M
|