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 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.75K+ 4876.27% |
$326K - $359K
|
5.87K
$351K
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5.7K+ 4.95% |
$323K - $355K
|
121K
$7.21M
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.69KNew |
$323K - $355K
|
5.69K
$340K
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.66KNew |
$321K - $353K
|
5.66K
$338K
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
5.59KNew |
$317K - $349K
|
5.59K
$334K
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
5.53K+ 10.17% |
$313K - $345K
|
59.9K
$3.58M
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.48KNew |
$310K - $342K
|
5.48K
$327K
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.3KNew |
$301K - $331K
|
5.3K
$317K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.29K+ 67.52% |
$300K - $330K
|
13.1K
$785K
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
5.26K+ 21.22% |
$298K - $328K
|
30.1K
$1.8M
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.22K+ 42.09% |
$296K - $325K
|
17.6K
$1.05M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.1KNew |
$289K - $318K
|
5.1K
$305K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.02K+ 28.6% |
$284K - $313K
|
22.6K
$1.35M
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
4.95K+ 4.78% |
$281K - $309K
|
109K
$6.49M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.84K+ 1.05% |
$274K - $302K
|
467K
$27.9M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.71K+ 10.14% |
$267K - $294K
|
51.2K
$3.06M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.61KNew |
$261K - $287K
|
4.61K
$275K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.52KNew |
$256K - $282K
|
4.52K
$270K
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.47K+ 53.91% |
$253K - $279K
|
12.8K
$763K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
4.41K+ 3.61% |
$250K - $275K
|
127K
$7.56M
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
4.35K+ 10.45% |
$246K - $271K
|
46K
$2.75M
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
4.33KNew |
$245K - $270K
|
4.33K
$259K
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
4.27KNew |
$242K - $266K
|
4.27K
$255K
|
|
May 03, 2024
Q1 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.24K+ 10.85% |
$240K - $264K
|
43.3K
$2.59M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.06K+ 14.27% |
$230K - $253K
|
32.5K
$1.94M
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
4.03KNew |
$228K - $251K
|
4.03K
$240K
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.99K+ 3.08% |
$226K - $249K
|
134K
$7.98M
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.95KNew |
$224K - $246K
|
3.95K
$236K
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
3.94K+ 2.01% |
$223K - $245K
|
199K
$11.9M
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.88K+ 2.5% |
$220K - $242K
|
159K
$9.51M
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.85K+ 2.63% |
$218K - $240K
|
150K
$8.97M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.79KNew |
$215K - $236K
|
3.79K
$226K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.77K+ 74.25% |
$214K - $235K
|
8.85K
$529K
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.44KNew |
$195K - $215K
|
3.44K
$206K
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
3.44K+ 33.14% |
$195K - $214K
|
13.8K
$826K
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
3.35KNew |
$190K - $209K
|
3.35K
$200K
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.28KNew |
$186K - $205K
|
3.28K
$196K
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.27K+ 40.78% |
$185K - $204K
|
11.3K
$674K
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.26K+ 4.75% |
$185K - $203K
|
72K
$4.3M
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
3.23KNew |
$183K - $201K
|
3.23K
$193K
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
3.22KNew |
$183K - $201K
|
3.22K
$192K
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.2K+ 209.84% |
$181K - $199K
|
4.73K
$282K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
3.1K+ 10.31% |
$175K - $193K
|
33.2K
$1.98M
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.03K+ 25.45% |
$172K - $189K
|
15K
$893K
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.02K+ 10.44% |
$171K - $188K
|
31.9K
$1.9M
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.83K+ 3.87% |
$160K - $176K
|
75.9K
$4.53M
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.78K+ 7.96% |
$157K - $173K
|
37.6K
$2.25M
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
2.64K+ 21.28% |
$149K - $164K
|
15K
$898K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.64K+ 14644.44% |
$149K - $164K
|
2.65K
$159K
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
2.62K+ 2.83% |
$148K - $163K
|
95K
$5.67M
|