Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr U S Small C (DFAS)
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 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
368+ 0.94% |
$18.5K - $21.3K
|
39.5K
$2.66M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
350New |
$17.6K - $20.2K
|
350
$23.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
347+ 4.63% |
$17.5K - $20.1K
|
7.83K
$527K
|
|
|
May 02, 2023
Q1 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
341+ 2.42% |
$17.2K - $19.7K
|
14.4K
$971K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
325New |
$16.4K - $18.8K
|
325
$21.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
317+ 1.21% |
$16K - $18.3K
|
26.5K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
310+ 4.7% |
$15.6K - $17.9K
|
6.91K
$465K
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
293+ 0.13% |
$14.8K - $16.9K
|
225K
$15.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
272+ 2.61% |
$13.7K - $15.7K
|
10.7K
$720K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
261+ 0.4% |
$13.1K - $15.1K
|
66.1K
$4.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
237+ 0.15% |
$11.9K - $13.7K
|
154K
$10.4M
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
235+ 3.08% |
$11.8K - $13.6K
|
7.86K
$529K
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
223+ 1.2% |
$11.2K - $12.9K
|
18.8K
$1.26M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
220New |
$11.1K - $12.7K
|
220
$14.8K
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
219+ 3.73% |
$11K - $12.7K
|
6.1K
$410K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
188+ 1.46% |
$9.47K - $10.9K
|
13K
$878K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
186New |
$9.37K - $10.8K
|
186
$12.5K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
143+ 0.97% |
$7.2K - $8.27K
|
14.9K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
141+ 16.41% |
$7.1K - $8.15K
|
1K
$67.3K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
138+ 1.09% |
$6.95K - $7.98K
|
12.8K
$860K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
127+ 3.18% |
$6.39K - $7.34K
|
4.13K
$278K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
120+ 1.35% |
$6.04K - $6.94K
|
9.03K
$608K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
118New |
$5.94K - $6.82K
|
118
$7.94K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
96+ 1.55% |
$4.83K - $5.55K
|
6.3K
$424K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
57+ 5.39% |
$2.87K - $3.29K
|
1.11K
$74.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
56New |
$2.82K - $3.24K
|
56
$3.77K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
55New |
$2.77K - $3.18K
|
55
$3.7K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
54+ 0.3% |
$2.72K - $3.12K
|
18.3K
$1.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
41+ 0.37% |
$2.06K - $2.37K
|
11K
$739K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41+ 4.28% |
$2.06K - $2.37K
|
1K
$67.3K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
39+ 0.05% |
$1.96K - $2.25K
|
81.5K
$5.48M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
28+ 0.2% |
$1.41K - $1.62K
|
13.7K
$921K
|
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
BUY
|
- |
27+ 0.15% |
$1.36K - $1.56K
|
17.6K
$1.18M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
26+ 0.47% |
$1.31K - $1.5K
|
5.58K
$375K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
23+ 0.13% |
$1.16K - $1.33K
|
17.9K
$1.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
22+ 0.13% |
$1.11K - $1.27K
|
16.9K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
21+ 0.2% |
$1.06K - $1.21K
|
10.5K
$707K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
18+ 0.2% |
$906 - $1.04K
|
9.13K
$614K
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
18+ 0.03% |
$906 - $1.04K
|
58K
$3.9M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
18+ 0.2% |
$906 - $1.04K
|
9.11K
$613K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
14+ 0.28% |
$705 - $809
|
4.94K
$332K
|
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
14+ 0.02% |
$705 - $809
|
58.2K
$3.92M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
13+ 0.2% |
$655 - $751
|
6.66K
$448K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11+ 0.05% |
$554 - $636
|
23.3K
$1.57M
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
11+ 0.12% |
$554 - $636
|
9.16K
$616K
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
10+ 0.13% |
$504 - $578
|
7.66K
$515K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.03% |
$453 - $520
|
25.9K
$1.74M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
8+ 0.15% |
$403 - $462
|
5.19K
$349K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
7+ 0.09% |
$352 - $405
|
7.45K
$501K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6+ 0.2% |
$302 - $347
|
2.95K
$198K
|