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 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
19.7K
+ 17.49%
$992K - $1.14M
132K $8.91M
Apr 18, 2023 Q1 2023
Tanager Wealth Management LLP

BUY
 -
19.5K
+ 9.51%
$984K - $1.13M
225K $15.2M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
19.5K
New
$983K - $1.13M
19.5K $1.31M
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
19.4K
+ 10.32%
$974K - $1.12M
207K $13.9M
May 15, 2023 Q1 2023
Forum Private Client Group LLC

BUY
 -
19.1K
+ 17.56%
$962K - $1.1M
128K $8.61M
Apr 24, 2023 Q1 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
19K
+ 2.06%
$954K - $1.1M
941K $63.4M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
17.5K
+ 152.11%
$879K - $1.01M
28.9K $1.95M
May 09, 2023 Q1 2023
Brainard Capital Management LLC

Austin, TX
BUY
 -
16.9K
+ 42.47%
$852K - $978K
56.8K $3.82M
May 11, 2023 Q1 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
16.5K
New
$832K - $955K
16.5K $1.11M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
16.1K
+ 22.66%
$808K - $928K
86.9K $5.85M
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
15.5K
+ 5.66%
$783K - $898K
290K $19.5M
May 04, 2023 Q1 2023
Stordahl Capital Management, Inc.

BUY
 -
15.3K
+ 2.67%
$772K - $887K
590K $39.7M
Sep 26, 2023 Q1 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
14.4K
+ 11.95%
$727K - $835K
135K $9.11M
Jul 06, 2023 Q1 2023
Awm Capital, LLC

BUY
 -
14K
+ 129.78%
$707K - $812K
24.9K $1.67M
May 19, 2023 Q1 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
13.4K
New
$676K - $776K
13.4K $904K
May 10, 2023 Q1 2023
Wescott Financial Advisory Group, LLC

BUY
 -
13.4K
+ 28.57%
$673K - $772K
60.1K $4.05M
Apr 12, 2023 Q1 2023
Evanson Asset Management, LLC

BUY
 -
12.3K
+ 1.54%
$619K - $711K
812K $54.7M
Nov 17, 2023 Q1 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
12K
+ 7.65%
$602K - $691K
168K $11.3M
May 02, 2023 Q1 2023
Bouchey Financial Group LTD

BUY
 -
11.7K
+ 2.15%
$588K - $674K
555K $37.4M
May 09, 2023 Q1 2023
Column Capital Advisors, LLC

BUY
 -
11.5K
+ 4.7%
$577K - $662K
255K $17.2M
Apr 27, 2023 Q1 2023
Aspiriant, LLC

BUY
 -
11K
+ 9.41%
$555K - $637K
128K $8.63M
Apr 21, 2023 Q1 2023
Eagle Strategies LLC

New York, NY
BUY
 -
10.9K
New
$551K - $632K
10.9K $737K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
10.9K
New
$548K - $629K
10.9K $733K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
10.5K
+ 4.89%
$530K - $609K
226K $15.2M
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
10.3K
+ 4.34%
$519K - $596K
248K $16.7M
Apr 12, 2023 Q1 2023
Bridgewater Advisors Inc.

BUY
 -
9.77K
+ 10.32%
$492K - $565K
104K $7.03M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
9.73K
+ 22.29%
$490K - $563K
53.4K $3.6M
Apr 26, 2023 Q1 2023
Flc Capital Advisors

BUY
 -
9.59K
+ 11.85%
$483K - $554K
90.5K $6.09M
May 12, 2023 Q1 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
9.04K
+ 71.9%
$455K - $523K
21.6K $1.46M
May 11, 2023 Q1 2023
Rmb Capital Management, LLC

BUY
 -
8.76K
New
$441K - $506K
8.76K $590K
Apr 20, 2023 Q1 2023
Vera Bank, N.A.

BUY
 -
8.67K
New
$437K - $501K
8.67K $584K
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
8.2K
New
$413K - $474K
8.2K $552K
Apr 18, 2023 Q1 2023
West Financial Advisors, LLC

BUY
 -
8.04K
+ 5.1%
$405K - $465K
166K $11.2M
May 12, 2023 Q1 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
8.01K
+ 14.12%
$403K - $463K
64.8K $4.36M
Apr 12, 2023 Q1 2023
Jmg Financial Group, Ltd.

BUY
 -
8.01K
+ 91.95%
$403K - $463K
16.7K $1.13M
Apr 27, 2023 Q1 2023
Advisory Services & Investments, LLC

BUY
 -
7.95K
+ 5.09%
$400K - $460K
164K $11M
May 02, 2023 Q1 2023
Heritage Wealth Management, Inc./Texas

Houston, TX
BUY
 -
7.92K
+ 3.12%
$399K - $458K
262K $17.7M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
7.79K
+ 1025.26%
$392K - $450K
8.55K $576K
May 10, 2023 Q1 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
7.71K
+ 2.47%
$388K - $446K
320K $21.5M
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
7.44K
+ 8.37%
$375K - $430K
96.4K $6.49M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
6.79K
+ 34.0%
$342K - $393K
26.8K $1.8M
May 30, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
6.64K
New
$334K - $384K
6.64K $447K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
6.61K
+ 5.58%
$333K - $382K
125K $8.42M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
6.57K
+ 12.44%
$331K - $380K
59.4K $4M
Apr 13, 2023 Q1 2023
Spinnaker Investment Group, LLC

BUY
 -
6.44K
+ 5.12%
$324K - $372K
132K $8.89M
May 15, 2023 Q1 2023
M Financial Asset Management, Inc.

Portland, OR
BUY
 -
6.37K
+ 10.11%
$321K - $368K
69.4K $4.67M
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
6.28K
New
$316K - $363K
6.28K $423K
Apr 10, 2023 Q1 2023
Trinity Financial Advisors LLC

BUY
 -
6.25K
+ 18.4%
$314K - $361K
40.2K $2.71M
May 05, 2023 Q1 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
6.15K
New
$309K - $355K
6.15K $414K

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