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
|
S.A. Mason LLC
|
BUY
|
- |
785+ 12.79% |
$44.5K - $48.9K
|
6.92K
$413K
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
732+ 5.04% |
$41.5K - $45.6K
|
15.3K
$911K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
719+ 1.34% |
$40.7K - $44.8K
|
54.2K
$3.24M
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
695+ 4.01% |
$39.4K - $43.3K
|
18K
$1.08M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
690+ 5.3% |
$39.1K - $43K
|
13.7K
$819K
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
657+ 2.01% |
$37.2K - $41K
|
33.4K
$2M
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
646+ 5.92% |
$36.6K - $40.3K
|
11.6K
$691K
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
579+ 3.11% |
$32.8K - $36.1K
|
19.2K
$1.15M
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
572+ 12.79% |
$32.4K - $35.7K
|
5.04K
$301K
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
530+ 2.95% |
$30K - $33K
|
18.5K
$1.11M
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
508+ 12.26% |
$28.8K - $31.7K
|
4.65K
$278K
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
507+ 0.22% |
$28.7K - $31.6K
|
229K
$13.7M
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
507+ 56.46% |
$28.7K - $31.6K
|
1.41K
$83.9K
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
396+ 4.35% |
$22.4K - $24.7K
|
9.49K
$567K
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
387+ 1.92% |
$21.9K - $24.1K
|
20.5K
$1.23M
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
375+ 56.48% |
$21.2K - $23.4K
|
1.04K
$62.1K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
373+ 1.57% |
$21.1K - $23.3K
|
24.1K
$1.44M
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
353New |
$20K - $22K
|
353
$21.1K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
333+ 4.11% |
$18.9K - $20.8K
|
8.43K
$504K
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
278+ 0.16% |
$15.8K - $17.3K
|
179K
$10.7M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
278+ 1.26% |
$15.8K - $17.3K
|
22.3K
$1.33M
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
268+ 0.09% |
$15.2K - $16.7K
|
300K
$17.9M
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
242+ 5.22% |
$13.7K - $15.1K
|
4.87K
$291K
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
225+ 3.0% |
$12.7K - $14K
|
7.74K
$462K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
213+ 49.42% |
$12.1K - $13.3K
|
644
$38.5K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
204+ 1360.0% |
$11.6K - $12.7K
|
219
$13.1K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
189+ 0.52% |
$10.7K - $11.8K
|
36.6K
$2.19M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
184+ 1.26% |
$10.4K - $11.5K
|
14.8K
$883K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
166+ 3.54% |
$9.41K - $10.3K
|
4.86K
$290K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
162+ 2.27% |
$9.18K - $10.1K
|
7.29K
$436K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
156+ 0.67% |
$8.84K - $9.73K
|
23.5K
$1.41M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
150+ 1.95% |
$8.5K - $9.35K
|
7.84K
$469K
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
142+ 3.06% |
$8.05K - $8.85K
|
4.78K
$285K
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
133+ 0.84% |
$7.54K - $8.29K
|
15.9K
$950K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
132+ 13.2% |
$7.48K - $8.23K
|
1.13K
$67.6K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
130+ 3.7% |
$7.37K - $8.1K
|
3.64K
$218K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
124+ 1.6% |
$7.03K - $7.73K
|
7.85K
$469K
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
124+ 0.33% |
$7.03K - $7.73K
|
38.2K
$2.28M
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
123+ 1.08% |
$6.97K - $7.67K
|
11.5K
$685K
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
120+ 2.42% |
$6.8K - $7.48K
|
5.08K
$303K
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
108+ 0.96% |
$6.12K - $6.73K
|
11.4K
$680K
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
107+ 1.63% |
$6.06K - $6.67K
|
6.65K
$397K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
100New |
$5.67K - $6.23K
|
100
$5.97K
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
97+ 1.24% |
$5.5K - $6.05K
|
7.94K
$474K
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
97+ 3.21% |
$5.5K - $6.05K
|
3.12K
$186K
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
90+ 257.14% |
$5.1K - $5.61K
|
125
$7.47K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
79+ 9.54% |
$4.48K - $4.92K
|
907
$54.2K
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
79+ 1.94% |
$4.48K - $4.92K
|
4.14K
$248K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
77+ 0.07% |
$4.36K - $4.8K
|
110K
$6.58M
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
72+ 0.78% |
$4.08K - $4.49K
|
9.28K
$554K
|