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 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
789+ 5.68% |
$46.7K - $51.5K
|
14.7K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
777+ 0.34% |
$46K - $50.8K
|
229K
$16M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
745+ 5.42% |
$44.1K - $48.7K
|
14.5K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
745+ 2.14% |
$44.1K - $48.7K
|
35.6K
$2.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
722+ 1.42% |
$42.8K - $47.2K
|
51.6K
$3.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
705+ 17.55% |
$41.8K - $46.1K
|
4.72K
$330K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
690+ 2.43% |
$40.9K - $45.1K
|
29.1K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
689+ 0.12% |
$40.8K - $45K
|
599K
$41.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
677+ 1.68% |
$40.1K - $44.2K
|
41.1K
$2.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
656+ 6.88% |
$38.9K - $42.9K
|
10.2K
$713K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
604+ 1.82% |
$35.8K - $39.5K
|
33.7K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
587New |
$34.8K - $38.3K
|
587
$41.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
576+ 14.5% |
$34.1K - $37.6K
|
4.55K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
568+ 2.35% |
$33.7K - $37.1K
|
24.7K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
551+ 9.72% |
$32.6K - $36K
|
6.22K
$435K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
544+ 6.0% |
$32.2K - $35.5K
|
9.61K
$673K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
524+ 1.15% |
$31K - $34.2K
|
46.1K
$3.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
511+ 3.13% |
$30.3K - $33.4K
|
16.8K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
495+ 3.51% |
$29.3K - $32.3K
|
14.6K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
494+ 0.96% |
$29.3K - $32.3K
|
52.1K
$3.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
490+ 3.15% |
$29K - $32K
|
16.1K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
473+ 13.45% |
$28K - $30.9K
|
3.99K
$279K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
432+ 10.93% |
$25.6K - $28.2K
|
4.39K
$307K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
425+ 1.43% |
$25.2K - $27.8K
|
30.1K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
419+ 7.17% |
$24.8K - $27.4K
|
6.26K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
352+ 2.93% |
$20.9K - $23K
|
12.4K
$866K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
327+ 0.94% |
$19.4K - $21.4K
|
35K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
324+ 4.75% |
$19.2K - $21.2K
|
7.15K
$501K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
320+ 3.67% |
$19K - $20.9K
|
9.05K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
317+ 1.87% |
$18.8K - $20.7K
|
17.2K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
317New |
$18.8K - $20.7K
|
317
$22.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
316+ 0.35% |
$18.7K - $20.6K
|
89.7K
$6.28M
|
|
|
Oct 30, 2024
Q3 2024
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
309+ 0.47% |
$18.3K - $20.2K
|
65.7K
$4.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
308+ 0.46% |
$18.2K - $20.1K
|
67.6K
$4.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
307+ 3.52% |
$18.2K - $20.1K
|
9.03K
$632K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
305+ 6.09% |
$18.1K - $19.9K
|
5.31K
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
269+ 4.16% |
$15.9K - $17.6K
|
6.73K
$471K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
264+ 16.73% |
$15.6K - $17.2K
|
1.84K
$129K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
252+ 0.22% |
$14.9K - $16.5K
|
113K
$7.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
237+ 0.68% |
$14K - $15.5K
|
35.3K
$2.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
235+ 4.92% |
$13.9K - $15.4K
|
5.02K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
230+ 0.31% |
$13.6K - $15K
|
75.4K
$5.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
197+ 2.51% |
$11.7K - $12.9K
|
8.04K
$563K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
180+ 2.33% |
$10.7K - $11.8K
|
7.91K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
177+ 2.25% |
$10.5K - $11.6K
|
8.04K
$563K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
175+ 100.0% |
$10.4K - $11.4K
|
350
$24.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
172+ 3.24% |
$10.2K - $11.2K
|
5.48K
$383K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
158+ 3.98% |
$9.36K - $10.3K
|
4.12K
$289K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
158+ 119.7% |
$9.36K - $10.3K
|
290
$20.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
146+ 6.94% |
$8.65K - $9.54K
|
2.25K
$158K
|