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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.56K+ 28.61% |
$145K - $160K
|
11.5K
$688K
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.55K+ 37.19% |
$145K - $159K
|
9.42K
$563K
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.46KNew |
$139K - $153K
|
2.46K
$147K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
2.43K+ 6.26% |
$138K - $152K
|
41.3K
$2.46M
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.41K+ 2.05% |
$136K - $150K
|
120K
$7.17M
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.4K+ 10.21% |
$136K - $149K
|
25.8K
$1.54M
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
2.25K+ 1.98% |
$127K - $140K
|
116K
$6.9M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.06K+ 5.91% |
$117K - $128K
|
36.9K
$2.2M
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.01K+ 1.86% |
$114K - $125K
|
110K
$6.59M
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.01K+ 2.44% |
$114K - $125K
|
84.4K
$5.04M
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.01K+ 12.14% |
$114K - $125K
|
18.5K
$1.11M
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
1.99K+ 3.35% |
$113K - $124K
|
61.4K
$3.67M
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.97K+ 45.77% |
$111K - $122K
|
6.26K
$374K
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.93K+ 2.46% |
$109K - $120K
|
80.4K
$4.8M
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.83K+ 1.06% |
$104K - $114K
|
174K
$10.4M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.79K+ 1.37% |
$101K - $111K
|
133K
$7.92M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.74K+ 23.42% |
$98.4K - $108K
|
9.15K
$547K
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.73K+ 12.4% |
$98K - $108K
|
15.7K
$936K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.66KNew |
$94.3K - $104K
|
1.66K
$99.4K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.64K+ 4.66% |
$93.1K - $102K
|
37K
$2.21M
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.61K+ 1.58% |
$91.3K - $100K
|
104K
$6.19M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.6K+ 13.67% |
$90.5K - $99.6K
|
13.3K
$793K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.57K+ 83.15% |
$89.2K - $98.1K
|
3.47K
$207K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.52K+ 8.63% |
$85.9K - $94.5K
|
19.1K
$1.14M
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.47K+ 26.12% |
$83.4K - $91.8K
|
7.11K
$425K
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.44K+ 1.64% |
$81.8K - $90K
|
89.4K
$5.34M
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.4K+ 2.04% |
$79.3K - $87.3K
|
69.9K
$4.18M
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.34KNew |
$75.6K - $83.2K
|
1.34K
$79.8K
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.31K+ 34.63% |
$74.4K - $81.9K
|
5.1K
$305K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.22K+ 0.44% |
$68.9K - $75.8K
|
275K
$16.4M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.21K+ 3.55% |
$68.3K - $75.1K
|
35.1K
$2.1M
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.2K+ 31.65% |
$68K - $74.8K
|
4.99K
$298K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.19K+ 6.61% |
$67.3K - $74.1K
|
19.2K
$1.14M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.14K+ 2.3% |
$64.7K - $71.2K
|
50.8K
$3.04M
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.14K+ 10.15% |
$64.5K - $70.9K
|
12.3K
$738K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.11KNew |
$62.8K - $69.1K
|
1.11K
$66.3K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.08KNew |
$61.4K - $67.5K
|
1.08K
$64.7K
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.08K+ 2.26% |
$61.2K - $67.4K
|
48.8K
$2.92M
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
969+ 2.54% |
$54.9K - $60.4K
|
39.1K
$2.34M
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
948+ 0.53% |
$53.7K - $59.1K
|
179K
$10.7M
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
945New |
$53.5K - $58.9K
|
945
$56.5K
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
941+ 0.97% |
$53.3K - $58.7K
|
98.2K
$5.87M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
927+ 7.85% |
$52.5K - $57.8K
|
12.7K
$761K
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
918New |
$52K - $57.2K
|
918
$54.8K
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
887+ 8.91% |
$50.3K - $55.3K
|
10.8K
$648K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
861+ 5.34% |
$48.8K - $53.7K
|
17K
$1.01M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
841+ 21.32% |
$47.7K - $52.4K
|
4.79K
$286K
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
836+ 5.33% |
$47.4K - $52.1K
|
16.5K
$987K
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
825+ 1.84% |
$46.7K - $51.4K
|
45.8K
$2.73M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
797+ 251.42% |
$45.2K - $49.7K
|
1.11K
$66.6K
|