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 04, 2023 Q1 2023
Washington Trust Advisors, Inc.

BUY
 -
2.16K
New
$109K - $125K
2.16K $145K
Apr 12, 2023 Q1 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
2.15K
+ 1.74%
$108K - $124K
126K $8.46M
May 15, 2023 Q1 2023
Investmark Advisory Group LLC

BUY
 -
2.05K
+ 3.36%
$103K - $119K
63.1K $4.24M
May 08, 2023 Q1 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
2K
+ 5.59%
$100K - $115K
37.7K $2.54M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.92K
+ 1.9%
$96.6K - $111K
103K $6.94M
Oct 15, 2024 Q1 2023
Fmb Wealth Management

Westlake Village, CA
BUY
 -
1.84K
+ 2.46%
$92.8K - $107K
76.8K $5.16M
Apr 13, 2023 Q1 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
1.79K
+ 9.23%
$90.2K - $104K
21.2K $1.43M
May 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
1.75K
+ 0.65%
$88.2K - $101K
271K $18.3M
May 10, 2023 Q1 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
1.71K
+ 2.52%
$85.8K - $98.5K
69.4K $4.67M
May 09, 2023 Q1 2023
Monograph Wealth Advisors, LLC

BUY
 -
1.63K
+ 0.85%
$82K - $94.2K
194K $13M
Apr 06, 2023 Q1 2023
Bromfield Sneider Wealth Advisors

BUY
 -
1.6K
+ 23.04%
$80.7K - $92.6K
8.56K $575K
Apr 17, 2023 Q1 2023
All Season Financial Advisors, Inc.

BUY
 -
1.52K
+ 9.04%
$76.3K - $87.6K
18.3K $1.23M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
1.51K
+ 33.89%
$76.2K - $87.5K
5.98K $402K
May 09, 2023 Q1 2023
Armor Investment Advisors, LLC

BUY
 -
1.48K
+ 4.37%
$74.5K - $85.5K
35.3K $2.38M
May 03, 2023 Q1 2023
Andrews, Lucia Wealth Management LLC

BUY
 -
1.48K
+ 1.77%
$74.3K - $85.3K
84.7K $5.7M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.45K
+ 12.25%
$73.2K - $84K
13.3K $896K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.45K
+ 0.93%
$73.2K - $84K
158K $10.6M
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
1.35K
+ 32.82%
$68.1K - $78.2K
5.48K $368K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.34K
+ 13.58%
$67.6K - $77.6K
11.2K $756K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
1.34K
New
$67.3K - $77.3K
1.34K $89.9K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
1.31K
+ 0.51%
$66.1K - $75.8K
258K $17.3M
Apr 20, 2023 Q1 2023
Lvz, Inc.

BUY
 -
1.3K
+ 4.33%
$65.2K - $74.9K
31.2K $2.1M
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
1.11K
+ 7.06%
$56K - $64.3K
16.9K $1.14M
May 05, 2023 Q1 2023
Claris Advisors, LLC

BUY
 -
1.08K
+ 1.03%
$54.2K - $62.3K
105K $7.08M
Apr 10, 2023 Q1 2023
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
1.07K
+ 0.93%
$53.7K - $61.7K
116K $7.77M
Apr 17, 2023 Q1 2023
Bill Few Associates, Inc.

BUY
 -
1.05K
+ 15.94%
$52.8K - $60.6K
7.62K $513K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
967
New
$48.7K - $55.9K
967 $65.1K
May 09, 2023 Q1 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
930
+ 12.46%
$46.8K - $53.8K
8.39K $564K
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

BUY
 -
880
+ 47.29%
$44.3K - $50.9K
2.74K $184K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
849
+ 9.54%
$42.7K - $49.1K
9.74K $655K
Oct 16, 2023 Q1 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
809
+ 2.94%
$40.7K - $46.8K
28.4K $1.91M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
807
+ 1.36%
$40.6K - $46.6K
60.2K $4.05M
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
805
+ 248.46%
$40.5K - $46.5K
1.13K $75.9K
May 10, 2023 Q1 2023
Morris Financial Concepts, Inc.

BUY
 -
797
+ 63.3%
$40.1K - $46.1K
2.06K $138K
Apr 26, 2023 Q1 2023
Maryland Capital Advisors Inc.

BUY
 -
789
+ 6.13%
$39.7K - $45.6K
13.7K $919K
May 01, 2023 Q1 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
783
+ 15.01%
$39.4K - $45.3K
6K $404K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
722
+ 9.15%
$36.4K - $41.7K
8.61K $579K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
690
+ 3.34%
$34.7K - $39.9K
21.3K $1.43M
Apr 28, 2023 Q1 2023
Disciplined Equity Management, Inc.

BUY
 -
624
+ 0.23%
$31.4K - $36.1K
270K $18.1M
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
615
+ 3.42%
$31K - $35.5K
18.6K $1.25M
Apr 19, 2023 Q1 2023
Systelligence, LLC

BUY
 -
606
+ 1.31%
$30.5K - $35K
46.9K $3.15M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
605
New
$30.5K - $35K
605 $40.7K
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
558
New
$28.1K - $32.3K
558 $37.5K
Apr 20, 2023 Q1 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
500
+ 5.55%
$25.2K - $28.9K
9.5K $639K
Apr 27, 2023 Q1 2023
Bay Colony Advisory Group, Inc D

BUY
 -
485
+ 9.33%
$24.4K - $28K
5.68K $382K
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
450
+ 7.92%
$22.7K - $26K
6.13K $413K
Apr 13, 2023 Q1 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
438
+ 2.95%
$22.1K - $25.3K
15.3K $1.03M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
382
+ 11.29%
$19.2K - $22.1K
3.77K $253K
Apr 14, 2023 Q1 2023
Five Oceans Advisors

BUY
 -
381
+ 0.7%
$19.2K - $22K
54.5K $3.67M

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