Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr U S Small C (DFAS)

DFAS Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr U S Small C (DFAS) during Q1 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR U S SMALL C.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
186K
+ 8.4%
$9.38M - $10.8M
2.4M $162M
May 15, 2023 Q1 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
151K
New
$7.62M - $8.74M
151K $10.2M
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
136K
+ 2.45%
$6.87M - $7.89M
5.7M $384M
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
135K
New
$6.79M - $7.8M
135K $9.08M
May 03, 2023 Q1 2023
Tfo Tdc, LLC

BUY
 -
135K
+ 674535.0%
$6.79M - $7.8M
135K $9.08M
Apr 28, 2023 Q1 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
133K
+ 117098.25%
$6.72M - $7.72M
134K $8.99M
Jun 27, 2024 Q1 2023
Hfg Wealth Management, LLC

The Woodlands, TX
BUY
 -
117K
New
$5.87M - $6.74M
117K $7.85M
May 05, 2023 Q1 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
102K
+ 16.11%
$5.12M - $5.88M
733K $49.3M
Apr 11, 2023 Q1 2023
Pure Financial Advisors, LLC

BUY
 -
96.5K
+ 23.57%
$4.86M - $5.58M
506K $34M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
90.2K
+ 12.39%
$4.54M - $5.21M
818K $55M
Apr 10, 2023 Q1 2023
Austin Asset Management CO Inc

BUY
 -
77.8K
+ 22.27%
$3.92M - $4.49M
427K $28.7M
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
76.2K
+ 4.16%
$3.84M - $4.4M
1.91M $128M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
69.6K
+ 15.24%
$3.51M - $4.02M
527K $35.4M
Apr 21, 2023 Q1 2023
Kooman & Associates

Altoona, PA
BUY
 -
68.1K
+ 443.92%
$3.43M - $3.93M
83.4K $5.61M
Nov 03, 2023 Q1 2023
Kooman & Associates

Altoona, PA
BUY
 -
68.1K
+ 443.92%
$3.43M - $3.93M
83.4K $5.61M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
61.3K
+ 146.22%
$3.08M - $3.54M
103K $6.94M
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
59.7K
New
$3.01M - $3.45M
59.7K $4.02M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
59.7K
+ 22.43%
$3.01M - $3.45M
326K $21.9M
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

BUY
 -
59.5K
+ 313.59%
$3M - $3.44M
78.5K $5.28M
Apr 18, 2023 Q1 2023
Enzi Wealth

Austin, TX
BUY
 -
58.8K
+ 206.11%
$2.96M - $3.4M
87.4K $5.88M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
58K
+ 10.25%
$2.92M - $3.35M
624K $42M
Apr 25, 2023 Q1 2023
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
54.1K
+ 21.31%
$2.73M - $3.13M
308K $20.7M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
53.4K
+ 19.59%
$2.69M - $3.09M
326K $21.9M
May 11, 2023 Q1 2023
Pinnacle Financial Group, LLC

BUY
 -
50.4K
+ 133.37%
$2.54M - $2.91M
88.2K $5.94M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
49.8K
+ 23.17%
$2.51M - $2.88M
265K $17.8M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
48.8K
+ 50.3%
$2.46M - $2.82M
146K $9.81M
Apr 20, 2023 Q1 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
45.5K
+ 47.97%
$2.29M - $2.63M
140K $9.43M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
44.5K
+ 7.96%
$2.24M - $2.57M
604K $40.6M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
43.9K
+ 25.54%
$2.21M - $2.53M
216K $14.5M
May 05, 2023 Q1 2023
Ml & R Wealth Management LLC

BUY
 -
38.6K
+ 5.79%
$1.94M - $2.23M
705K $47.4M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
38K
New
$1.91M - $2.2M
38K $2.56M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
37.7K
+ 36.98%
$1.9M - $2.18M
140K $9.4M
May 04, 2023 Q1 2023
Vista Wealth Management Group, LLC

BUY
 -
37.1K
+ 7.32%
$1.87M - $2.15M
545K $36.6M
Apr 19, 2023 Q1 2023
Midwest Heritage Bank, Fsb

BUY
 -
35.6K
+ 35.11%
$1.79M - $2.06M
137K $9.21M
May 15, 2023 Q1 2023
Continuum Wealth Advisors, LLC

Saratoga Springs, NY
BUY
 -
35.2K
+ 36.23%
$1.77M - $2.04M
133K $8.92M
Apr 21, 2023 Q1 2023
Regal Wealth Group, Inc.

BUY
 -
33.2K
New
$1.67M - $1.92M
33.2K $2.23M
Apr 17, 2023 Q1 2023
Annapolis Financial Services, LLC

BUY
 -
26.8K
+ 38.67%
$1.35M - $1.55M
96K $6.46M
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
26.7K
+ 33.29%
$1.34M - $1.54M
107K $7.19M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
26K
+ 17.01%
$1.31M - $1.5M
179K $12M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
24.2K
+ 2.26%
$1.22M - $1.4M
1.1M $73.7M
Apr 26, 2023 Q1 2023
Relaxing Retirement Coach

BUY
 -
24.1K
+ 4.96%
$1.21M - $1.39M
511K $34.4M
Apr 11, 2023 Q1 2023
Hurlow Wealth Management Group, Inc.

BUY
 -
23.1K
+ 12.99%
$1.16M - $1.34M
201K $13.5M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
23K
+ 5.61%
$1.16M - $1.33M
432K $29.1M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
23K
New
$1.16M - $1.33M
23K $1.54M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
22.6K
+ 9.62%
$1.14M - $1.3M
257K $17.3M
May 10, 2023 Q1 2023
Zhang Financial LLC

BUY
 -
22.3K
+ 51.41%
$1.12M - $1.29M
65.6K $4.42M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
22.3K
New
$1.12M - $1.29M
22.3K $1.5M
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
21.2K
+ 11.03%
$1.07M - $1.23M
214K $14.4M
May 11, 2023 Q1 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
20.1K
+ 11.16%
$1.01M - $1.16M
200K $13.5M

Track Institutional and Insider Activities on DFAS

Follow DIMENSIONAL ETF TR U S SMALL C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DFAS shares.

Notify only if

Insider Trading

Get notified when an Dimensional ETF Tr U S Small C insider buys or sells DFAS shares.

Notify only if

News

Receive news related to DIMENSIONAL ETF TR U S SMALL C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DFAS