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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.44KNew |
$168K - $208K
|
3.44K
$206K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.87KNew |
$140K - $174K
|
2.87K
$172K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.75KNew |
$85.3K - $106K
|
1.75K
$104K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.28K+ 7.14% |
$62.4K - $77.3K
|
19.2K
$1.15M
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.21K+ 131.28% |
$59.2K - $73.4K
|
2.14K
$128K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.06KNew |
$51.7K - $64K
|
1.06K
$63.2K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
778New |
$38K - $47.1K
|
778
$46.5K
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
669New |
$32.7K - $40.5K
|
669
$40K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
605New |
$29.5K - $36.6K
|
605
$36.1K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
411+ 79.5% |
$20.1K - $24.9K
|
928
$55.4K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
405+ 19.45% |
$19.8K - $24.5K
|
2.49K
$149K
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
386+ 26.37% |
$18.8K - $23.4K
|
1.85K
$111K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
357+ 8.83% |
$17.4K - $21.6K
|
4.4K
$263K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
250New |
$12.2K - $15.1K
|
250
$14.9K
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
241+ 5.22% |
$11.8K - $14.6K
|
4.85K
$290K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
175New |
$8.55K - $10.6K
|
175
$10.5K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
162New |
$7.91K - $9.8K
|
162
$9.68K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
156+ 8.38% |
$7.62K - $9.44K
|
2.02K
$120K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
137+ 11.27% |
$6.69K - $8.29K
|
1.35K
$80.8K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
130+ 13.04% |
$6.35K - $7.87K
|
1.13K
$67.3K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
103+ 31.69% |
$5.03K - $6.23K
|
428
$25.6K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
83+ 1.14% |
$4.05K - $5.02K
|
7.37K
$440K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
68New |
$3.32K - $4.11K
|
68
$4.06K
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
54New |
$2.64K - $3.27K
|
54
$3.23K
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
49+ 0.57% |
$2.39K - $2.96K
|
8.72K
$521K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
25New |
$1.22K - $1.51K
|
25
$1.49K
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.11% |
$244 - $303
|
4.58K
$274K
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.5% |
$97.7 - $121
|
399
$23.8K
|
|
Q3 2023 | |||||||
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
15.6KNew |
$808K - $899K
|
15.6K
$932K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$673K - $749K
|
13K
$776K
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.75KNew |
$298K - $332K
|
5.75K
$344K
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.3KNew |
$275K - $306K
|
5.3K
$317K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.86KNew |
$200K - $223K
|
3.86K
$231K
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
3.81KNew |
$198K - $220K
|
3.81K
$228K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2KNew |
$104K - $115K
|
2K
$119K
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.02K+ 14.46% |
$52.8K - $58.8K
|
8.07K
$482K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
913New |
$47.3K - $52.7K
|
913
$54.5K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
854New |
$44.3K - $49.3K
|
854
$51K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
671+ 1.31% |
$34.8K - $38.7K
|
51.8K
$3.1M
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
264New |
$13.7K - $15.2K
|
264
$15.8K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
116New |
$6.01K - $6.69K
|
116
$6.93K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
93+ 0.6% |
$4.82K - $5.36K
|
15.5K
$928K
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
11+ 0.13% |
$570 - $634
|
8.76K
$523K
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.17% |
$518 - $577
|
5.83K
$348K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
206KNew |
$10.3M - $11.3M
|
206K
$12.3M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
206KNew |
$10.3M - $11.3M
|
206K
$12.3M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
58.6K+ 51.8% |
$2.92M - $3.21M
|
172K
$10.3M
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
23.3K+ 4.57% |
$1.16M - $1.28M
|
534K
$31.9M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.3KNew |
$712K - $782K
|
14.3K
$853K
|