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 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8K+ 9.05% |
$474K - $523K
|
96.4K
$6.51M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8K+ 15.46% |
$474K - $522K
|
59.7K
$4.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
7.91K+ 8.07% |
$469K - $517K
|
106K
$7.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.82K+ 2.12% |
$463K - $511K
|
377K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7.68KNew |
$455K - $502K
|
7.68K
$519K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
7.68K+ 2.91% |
$455K - $501K
|
272K
$18.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
7.58KNew |
$449K - $495K
|
7.58K
$512K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
7.54K+ 2.78% |
$447K - $493K
|
279K
$18.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.34K+ 1.07% |
$435K - $480K
|
695K
$47M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
7.18K+ 6.89% |
$425K - $469K
|
111K
$7.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7.08K+ 2.98% |
$420K - $463K
|
245K
$16.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.98KNew |
$413K - $456K
|
6.98K
$471K
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
6.77K+ 4.46% |
$401K - $442K
|
159K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.49KNew |
$385K - $424K
|
6.49K
$438K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
6.41K+ 17.45% |
$380K - $419K
|
43.1K
$2.91M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
6.36K+ 2.42% |
$377K - $416K
|
269K
$18.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.36KNew |
$377K - $415K
|
6.36K
$429K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.25KNew |
$370K - $408K
|
6.25K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.18K+ 8.13% |
$366K - $404K
|
82.2K
$5.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
6.05K+ 4.14% |
$359K - $395K
|
152K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.96KNew |
$353K - $390K
|
5.96K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
5.79K+ 5.73% |
$343K - $378K
|
107K
$7.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
5.78K+ 6.67% |
$343K - $378K
|
92.5K
$6.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.62KNew |
$333K - $367K
|
5.62K
$379K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.59K+ 52.81% |
$331K - $365K
|
16.2K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
5.56K+ 16.77% |
$329K - $363K
|
38.7K
$2.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.53K+ 6.92% |
$328K - $361K
|
85.5K
$5.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.44K+ 1.3% |
$322K - $355K
|
423K
$28.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
5.42K+ 21.31% |
$321K - $354K
|
30.8K
$2.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
5.22KNew |
$309K - $341K
|
5.22K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
5.19KNew |
$308K - $339K
|
5.19K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.17K+ 37.81% |
$306K - $338K
|
18.8K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.06KNew |
$300K - $330K
|
5.06K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.9K+ 58.86% |
$291K - $320K
|
13.2K
$894K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
4.9K+ 1.7% |
$290K - $320K
|
292K
$19.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
4.84K+ 7.57% |
$287K - $316K
|
68.8K
$4.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.75K+ 12.25% |
$282K - $311K
|
43.6K
$2.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.72K+ 9.68% |
$280K - $308K
|
53.5K
$3.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
4.63K+ 3.17% |
$275K - $303K
|
151K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.55KNew |
$270K - $297K
|
4.55K
$307K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
4.5KNew |
$267K - $294K
|
4.5K
$304K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.41K+ 4.41% |
$261K - $288K
|
104K
$7.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.28K+ 8.09% |
$254K - $280K
|
57.2K
$3.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
4.27K+ 5.46% |
$253K - $279K
|
82.3K
$5.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.19K+ 35.34% |
$248K - $274K
|
16.1K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4.18K+ 3.99% |
$248K - $273K
|
109K
$7.35M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.95K+ 2.22% |
$234K - $258K
|
182K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.86K+ 9.95% |
$229K - $252K
|
42.7K
$2.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
3.8K+ 0.88% |
$225K - $248K
|
436K
$29.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.7KNew |
$219K - $242K
|
3.7K
$250K
|