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 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
67+ 0.13% |
$3.8K - $4.18K
|
52.7K
$3.15M
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 90.2% |
$2.61K - $2.87K
|
97
$5.79K
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
46+ 1.26% |
$2.61K - $2.87K
|
3.71K
$221K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
35+ 1.45% |
$1.98K - $2.18K
|
2.46K
$147K
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
30+ 0.16% |
$1.7K - $1.87K
|
18.8K
$1.12M
|
|
Apr 03, 2024
Q1 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
23+ 0.04% |
$1.3K - $1.43K
|
58.5K
$3.49M
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
22+ 0.16% |
$1.25K - $1.37K
|
13.8K
$827K
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
17+ 0.16% |
$963 - $1.06K
|
10.6K
$635K
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
15+ 0.16% |
$850 - $935
|
9.48K
$566K
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
13+ 0.12% |
$737 - $810
|
11.2K
$668K
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
10+ 0.16% |
$567 - $623
|
6.29K
$376K
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
8+ 0.07% |
$453 - $499
|
12.3K
$735K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.02% |
$340 - $374
|
38.2K
$2.28M
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
6+ 0.17% |
$340 - $374
|
3.49K
$209K
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$340 - $374
|
5.23K
$313K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5+ 0.17% |
$283 - $312
|
2.98K
$178K
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
5+ 0.06% |
$283 - $312
|
7.88K
$470K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4+ 0.03% |
$227 - $249
|
12.5K
$750K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4+ 0.06% |
$227 - $249
|
7K
$418K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.19% |
$170 - $187
|
1.57K
$94K
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.06% |
$113 - $125
|
3.48K
$208K
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2+ 0.11% |
$113 - $125
|
1.89K
$113K
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.13% |
$113 - $125
|
1.54K
$91.9K
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.09% |
$113 - $125
|
2.3K
$137K
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1+ 0.03% |
$56.7 - $62.3
|
3.39K
$203K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1New |
$56.7 - $62.3
|
1
$59.7
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$56.7 - $62.3
|
31.4K
$1.88M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
130K+ 670.7% |
$6.35M - $7.87M
|
149K
$8.93M
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
52.8KNew |
$2.58M - $3.2M
|
52.8K
$3.16M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
42.2K+ 59.69% |
$2.06M - $2.55M
|
113K
$6.74M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
34.8KNew |
$1.7M - $2.1M
|
34.8K
$2.08M
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
32.9KNew |
$1.6M - $1.99M
|
32.9K
$1.96M
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
14.8K+ 242.85% |
$723K - $897K
|
20.9K
$1.25M
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
11.8KNew |
$578K - $717K
|
11.8K
$708K
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
11.8KNew |
$575K - $712K
|
11.8K
$703K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.7KNew |
$574K - $711K
|
11.7K
$702K
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
9.78KNew |
$478K - $592K
|
9.78K
$584K
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.33KNew |
$455K - $564K
|
9.33K
$557K
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
8.58K+ 43.76% |
$419K - $519K
|
28.2K
$1.68M
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
7.95KNew |
$388K - $481K
|
7.95K
$475K
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
6.95KNew |
$339K - $420K
|
6.95K
$415K
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
6.77KNew |
$331K - $410K
|
6.77K
$404K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5.67K+ 4.35% |
$277K - $343K
|
136K
$8.12M
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.6KNew |
$273K - $339K
|
5.6K
$334K
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4.88K+ 3.54% |
$238K - $295K
|
143K
$8.53M
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
4.77KNew |
$233K - $288K
|
4.77K
$285K
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
3.73KNew |
$182K - $226K
|
3.73K
$223K
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.7KNew |
$181K - $224K
|
3.7K
$221K
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
3.52KNew |
$172K - $213K
|
3.52K
$210K
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.45KNew |
$168K - $209K
|
3.45K
$206K
|