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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
6+ 0.08% |
$302 - $347
|
7.66K
$512K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
5+ 0.03% |
$252 - $289
|
17.9K
$1.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 0.21% |
$252 - $289
|
2.36K
$157K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.26% |
$201 - $231
|
1.56K
$104K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3+ 0.02% |
$151 - $173
|
16.4K
$1.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.09% |
$101 - $116
|
2.28K
$153K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.02% |
$101 - $116
|
11.2K
$751K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$50.4 - $57.8
|
395
$26.4K
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1+ 0.01% |
$50.4 - $57.8
|
14.6K
$972K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 2.78% |
$50.4 - $57.8
|
35
$2.34K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4- 0.01% |
$201 - $231
|
27K
$1.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 0.15% |
$1.01K - $1.16K
|
13K
$870K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-45- 0.78% |
$2.27K - $2.6K
|
5.72K
$382K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-52- 0.71% |
$2.62K - $3.01K
|
7.29K
$487K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-58- 0.59% |
$2.92K - $3.35K
|
9.76K
$652K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-59Closed |
$2.97K - $3.41K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-63- 0.63% |
$3.17K - $3.64K
|
9.96K
$665K
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-63- 0.3% |
$3.17K - $3.64K
|
20.8K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-71- 0.37% |
$3.57K - $4.1K
|
19.1K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-74- 0.53% |
$3.73K - $4.28K
|
13.9K
$925K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-80- 0.22% |
$4.03K - $4.62K
|
37K
$2.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-90- 0.09% |
$4.53K - $5.2K
|
103K
$6.91M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-92- 0.24% |
$4.63K - $5.32K
|
38.1K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-94- 4.73% |
$4.73K - $5.43K
|
1.89K
$126K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-97- 6.23% |
$4.88K - $5.61K
|
1.46K
$97.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-100- 0.73% |
$5.04K - $5.78K
|
13.6K
$905K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-104- 0.1% |
$5.24K - $6.01K
|
101K
$6.73M
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-120- 0.12% |
$6.04K - $6.94K
|
98.8K
$6.6M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-140- 0.52% |
$7.05K - $8.09K
|
26.5K
$1.77M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-143- 2.34% |
$7.2K - $8.27K
|
5.98K
$399K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-155- 0.91% |
$7.8K - $8.96K
|
16.9K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
SELL
|
- |
-167- 1.13% |
$8.41K - $9.65K
|
14.7K
$979K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-175- 2.86% |
$8.81K - $10.1K
|
5.95K
$397K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-177- 0.57% |
$8.91K - $10.2K
|
31K
$2.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-192- 2.16% |
$9.67K - $11.1K
|
8.69K
$580K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-199- 1.74% |
$10K - $11.5K
|
11.2K
$750K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-200- 1.4% |
$10.1K - $11.6K
|
14.1K
$941K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-208- 1.12% |
$10.5K - $12K
|
18.3K
$1.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-268- 4.58% |
$13.5K - $15.5K
|
5.58K
$373K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-276- 7.06% |
$13.9K - $16K
|
3.63K
$242K
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-330- 3.12% |
$16.6K - $19.1K
|
10.2K
$683K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-348- 4.51% |
$17.5K - $20.1K
|
7.37K
$492K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-434- 0.43% |
$21.9K - $25.1K
|
101K
$6.74M
|
|
|
May 15, 2023
Q1 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-453- 0.53% |
$22.8K - $26.2K
|
85.3K
$5.7M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-491- 0.49% |
$24.7K - $28.4K
|
99.8K
$6.66M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-501- 9.54% |
$25.2K - $29K
|
4.75K
$317K
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-540- 2.71% |
$27.2K - $31.2K
|
19.4K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-554- 3.32% |
$27.9K - $32K
|
16.1K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-564- 4.83% |
$28.4K - $32.6K
|
11.1K
$742K
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-617- 1.94% |
$31.1K - $35.7K
|
31.1K
$2.08M
|