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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.3KNew |
$651K - $708K
|
11.3K
$766K
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.6KNew |
$609K - $661K
|
10.6K
$716K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
8.79K+ 8.5% |
$505K - $548K
|
112K
$7.58M
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
6.41KNew |
$368K - $400K
|
6.41K
$433K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.81KNew |
$334K - $363K
|
5.81K
$392K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
4.54KNew |
$261K - $283K
|
4.54K
$307K
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.4KNew |
$253K - $274K
|
4.4K
$297K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.76KNew |
$216K - $235K
|
3.76K
$254K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.44KNew |
$197K - $214K
|
3.44K
$232K
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.44KNew |
$197K - $214K
|
3.44K
$232K
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
3.28K+ 3.82% |
$188K - $205K
|
89.2K
$6.02M
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
2.67K+ 17.78% |
$153K - $167K
|
17.7K
$1.2M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.61KNew |
$150K - $163K
|
2.61K
$176K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.14K+ 113.44% |
$123K - $134K
|
4.03K
$272K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.8K+ 24.74% |
$104K - $113K
|
9.1K
$614K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.75KNew |
$100K - $109K
|
1.75K
$118K
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.74K+ 13.67% |
$99.7K - $108K
|
14.4K
$975K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.34KNew |
$76.8K - $83.4K
|
1.34K
$90.3K
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.15K+ 5.32% |
$66.2K - $71.9K
|
22.8K
$1.54M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
963New |
$55.3K - $60.1K
|
963
$65K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
830+ 235.13% |
$47.7K - $51.8K
|
1.18K
$79.9K
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
427+ 11.63% |
$24.5K - $26.6K
|
4.1K
$277K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
419+ 167.6% |
$24.1K - $26.1K
|
669
$45.2K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
386+ 1.71% |
$22.2K - $24.1K
|
23K
$1.55M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
284New |
$16.3K - $17.7K
|
284
$19.2K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
215New |
$12.3K - $13.4K
|
215
$14.5K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
206New |
$11.8K - $12.8K
|
206
$13.9K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
144+ 400.0% |
$8.27K - $8.98K
|
180
$12.2K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
107+ 4.3% |
$6.14K - $6.67K
|
2.59K
$175K
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
35New |
$2.01K - $2.18K
|
35
$2.36K
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
30+ 0.06% |
$1.72K - $1.87K
|
52.9K
$3.57M
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22New |
$1.26K - $1.37K
|
22
$1.49K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
22+ 1.62% |
$1.26K - $1.37K
|
1.38K
$93.2K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 10.31% |
$574 - $624
|
107
$7.22K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5+ 0.04% |
$287 - $312
|
12.6K
$848K
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
2+ 0.06% |
$115 - $125
|
3.47K
$234K
|
|
Q1 2024 | |||||||
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
332K+ 13.99% |
$18.8M - $20.7M
|
2.7M
$183M
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
231KNew |
$13.1M - $14.4M
|
231K
$15.6M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
95KNew |
$5.38M - $5.92M
|
95K
$6.41M
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
15.2K+ 173.13% |
$859K - $945K
|
23.9K
$1.62M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
11.3KNew |
$639K - $703K
|
11.3K
$761K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.51K+ 13.64% |
$539K - $593K
|
79.2K
$5.35M
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8.42KNew |
$477K - $525K
|
8.42K
$568K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.01K+ 61.35% |
$454K - $499K
|
21.1K
$1.42M
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.46KNew |
$423K - $465K
|
7.46K
$504K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.39KNew |
$419K - $461K
|
7.39K
$499K
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6.36K+ 35.26% |
$360K - $396K
|
24.4K
$1.65M
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.21KNew |
$352K - $387K
|
6.21K
$419K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.22K+ 42.09% |
$296K - $325K
|
17.6K
$1.19M
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
4.33KNew |
$245K - $270K
|
4.33K
$292K
|