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 |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
10.4K+ 16.26% |
$600K - $651K
|
74.7K
$4.83M
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
10.4K+ 50.46% |
$599K - $650K
|
31.1K
$2.01M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.2K+ 8.5% |
$588K - $639K
|
131K
$8.46M
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10.2K+ 9.81% |
$584K - $634K
|
114K
$7.37M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.1K+ 2.81% |
$582K - $632K
|
370K
$24M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.76K+ 2.09% |
$560K - $608K
|
476K
$30.8M
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
9.7K+ 9.59% |
$557K - $605K
|
111K
$7.17M
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.83K+ 5.88% |
$507K - $551K
|
159K
$10.3M
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
8.79K+ 8.5% |
$505K - $548K
|
112K
$7.26M
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.72K+ 12.24% |
$501K - $544K
|
79.9K
$5.17M
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
8.54K+ 30.27% |
$490K - $532K
|
36.7K
$2.38M
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
8.42K+ 17.52% |
$484K - $525K
|
56.5K
$3.66M
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.41K+ 19.41% |
$483K - $524K
|
51.7K
$3.35M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.33KNew |
$478K - $520K
|
8.33K
$539K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.3K+ 10.36% |
$477K - $518K
|
88.4K
$5.72M
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8.12K+ 12.09% |
$466K - $507K
|
75.3K
$4.88M
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
8.09KNew |
$465K - $505K
|
8.09K
$524K
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
7.89K+ 13.58% |
$453K - $492K
|
66K
$4.27M
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
7.87K+ 3.57% |
$452K - $491K
|
228K
$14.8M
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.84K+ 4.93% |
$450K - $489K
|
167K
$10.8M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.75K+ 3.82% |
$445K - $484K
|
211K
$13.6M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.45K+ 33.37% |
$428K - $465K
|
29.8K
$1.93M
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
7.23K+ 1.08% |
$415K - $451K
|
674K
$43.6M
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
7.02K+ 125.45% |
$403K - $438K
|
12.6K
$816K
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6.93K+ 2.04% |
$398K - $432K
|
347K
$22.5M
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6.83K+ 3.81% |
$392K - $426K
|
186K
$12.1M
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
6.83K+ 6.98% |
$392K - $426K
|
105K
$6.78M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.78K+ 21.82% |
$389K - $423K
|
37.8K
$2.45M
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.46K+ 16.53% |
$371K - $403K
|
45.6K
$2.95M
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
6.41KNew |
$368K - $400K
|
6.41K
$415K
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.35K+ 49.44% |
$365K - $396K
|
19.2K
$1.24M
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.33K+ 3.67% |
$364K - $395K
|
179K
$11.6M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
6.25K+ 15.85% |
$359K - $390K
|
45.6K
$2.95M
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
6.21K+ 4.6% |
$357K - $387K
|
141K
$9.14M
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
6.17KNew |
$354K - $385K
|
6.17K
$399K
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
6.13K+ 6.46% |
$352K - $383K
|
101K
$6.54M
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
6.05K+ 7.04% |
$348K - $377K
|
92K
$5.96M
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
6.03K+ 6.42% |
$346K - $376K
|
100K
$6.47M
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.96K+ 95.27% |
$342K - $372K
|
12.2K
$791K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.82K+ 7.5% |
$334K - $363K
|
83.5K
$5.4M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.81KNew |
$334K - $363K
|
5.81K
$376K
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
5.75K+ 5.44% |
$330K - $359K
|
111K
$7.22M
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5.7K+ 20.92% |
$327K - $355K
|
32.9K
$2.13M
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.49K+ 1.76% |
$315K - $343K
|
317K
$20.5M
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.47K+ 3.59% |
$314K - $341K
|
158K
$10.2M
|
|
Jul 12, 2024
Q2 2024
|
Divergent Planning, LLC
|
BUY
|
- |
5.25K+ 3.58% |
$302K - $328K
|
152K
$9.83M
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.16K+ 11.56% |
$296K - $322K
|
49.8K
$3.22M
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.11K+ 93.27% |
$293K - $319K
|
10.6K
$685K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.97K+ 14.68% |
$285K - $310K
|
38.8K
$2.51M
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.84K+ 15.17% |
$278K - $302K
|
36.7K
$2.38M
|