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 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-740- 5.17% |
$37.3K - $42.8K
|
13.6K
$907K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-748- 4.99% |
$37.7K - $43.2K
|
14.2K
$950K
|
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-778- 2.95% |
$39.2K - $45K
|
25.6K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-805- 0.71% |
$40.5K - $46.5K
|
113K
$7.56M
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-828- 1.75% |
$41.7K - $47.9K
|
46.4K
$3.1M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-853- 0.55% |
$42.9K - $49.3K
|
153K
$10.2M
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.04K- 0.72% |
$52.3K - $60.1K
|
143K
$9.58M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.06K- 2.24% |
$53.2K - $61K
|
46.1K
$3.08M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.08K- 1.15% |
$54.1K - $62.1K
|
92.4K
$6.17M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.13K- 1.62% |
$57K - $65.4K
|
69K
$4.6M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 82.06% |
$58.1K - $66.6K
|
252
$16.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.36K- 1.29% |
$68.2K - $78.3K
|
103K
$6.9M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.4K- 8.29% |
$70.2K - $80.6K
|
15.4K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.43K- 1.72% |
$72K - $82.7K
|
81.7K
$5.45M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.49K- 3.62% |
$75.1K - $86.2K
|
39.7K
$2.65M
|
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.53K- 1.1% |
$76.9K - $88.3K
|
137K
$9.17M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.57K- 5.51% |
$78.9K - $90.6K
|
26.9K
$1.79M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.65K- 1.22% |
$82.9K - $95.2K
|
134K
$8.92M
|
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-1.67K- 3.11% |
$83.9K - $96.4K
|
51.9K
$3.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 5.29% |
$88.3K - $101K
|
31.4K
$2.1M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.78K- 90.55% |
$89.8K - $103K
|
186
$12.4K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.8K- 12.59% |
$90.8K - $104K
|
12.5K
$836K
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.92K- 8.93% |
$96.5K - $111K
|
19.6K
$1.31M
|
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.14K- 3.0% |
$108K - $124K
|
69.2K
$4.62M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.22K- 3.85% |
$112K - $128K
|
55.4K
$3.7M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.24K- 10.47% |
$113K - $130K
|
19.2K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.26K- 28.88% |
$114K - $131K
|
5.57K
$372K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.33K- 31.49% |
$117K - $135K
|
5.07K
$339K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.51K- 7.08% |
$126K - $145K
|
32.9K
$2.19M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.78K- 6.0% |
$140K - $160K
|
43.5K
$2.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.87K- 48.79% |
$145K - $166K
|
3.01K
$201K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.28K- 25.84% |
$165K - $189K
|
9.41K
$628K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-3.51K- 1.21% |
$177K - $203K
|
287K
$19.2M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.62K- 6.44% |
$182K - $209K
|
52.6K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.64K- 35.41% |
$183K - $210K
|
6.63K
$443K
|
|
|
Apr 24, 2023
Q1 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-4.03K- 0.66% |
$203K - $233K
|
606K
$40.5M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.09K- 22.46% |
$206K - $236K
|
14.1K
$942K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-4.59K- 2.67% |
$231K - $265K
|
167K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.74K- 2.51% |
$239K - $274K
|
184K
$12.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-4.81K- 20.95% |
$242K - $278K
|
18.1K
$1.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-4.85K- 12.47% |
$244K - $280K
|
34K
$2.27M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-5.05K- 8.44% |
$254K - $292K
|
54.7K
$3.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-5.42K- 2.23% |
$273K - $313K
|
237K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.14K- 30.0% |
$309K - $355K
|
14.3K
$957K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.32K- 4.26% |
$318K - $365K
|
142K
$9.49M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.35K- 22.86% |
$320K - $367K
|
21.4K
$1.43M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-6.63K- 1.2% |
$334K - $383K
|
545K
$36.4M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-7.25K- 16.13% |
$365K - $419K
|
37.7K
$2.52M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.01K- 9.29% |
$403K - $463K
|
78.2K
$5.22M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-8.42K- 1.63% |
$424K - $487K
|
508K
$33.9M
|