Purchases and Sales Made in Q1 2024 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 2024. 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 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
899K+ 425.63% |
$50.9M - $56M
|
1.11M
$75.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
332K+ 13.99% |
$18.8M - $20.7M
|
2.7M
$184M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
285K+ 90.2% |
$16.2M - $17.8M
|
601K
$40.8M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
256K+ 6.42% |
$14.5M - $16M
|
4.25M
$288M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
231KNew |
$13.1M - $14.4M
|
231K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
212K+ 65.12% |
$12M - $13.2M
|
538K
$36.5M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
187K+ 236.9% |
$10.6M - $11.6M
|
266K
$18M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
185K+ 2037.79% |
$10.5M - $11.6M
|
194K
$13.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
184KNew |
$10.5M - $11.5M
|
184K
$12.5M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
180K+ 61.09% |
$10.2M - $11.2M
|
475K
$32.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
170KNew |
$9.63M - $10.6M
|
170K
$11.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
BUY
|
- |
147KNew |
$8.31M - $9.14M
|
147K
$9.96M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
141KNew |
$8.02M - $8.82M
|
141K
$9.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
140K+ 13.62% |
$7.93M - $8.72M
|
1.17M
$79.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
135KNew |
$7.65M - $8.42M
|
135K
$9.17M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
134K+ 2.22% |
$7.58M - $8.34M
|
6.15M
$417M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
127K+ 205.18% |
$7.18M - $7.9M
|
189K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
123K+ 76.26% |
$6.99M - $7.69M
|
285K
$19.4M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
112K+ 33.1% |
$6.36M - $7M
|
451K
$30.6M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
112K+ 4.28% |
$6.34M - $6.98M
|
2.73M
$185M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
106K+ 342.68% |
$6.01M - $6.61M
|
137K
$9.3M
|
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
106KNew |
$5.99M - $6.59M
|
106K
$7.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
104K+ 21.57% |
$5.88M - $6.47M
|
585K
$39.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
100K+ 118.4% |
$5.68M - $6.25M
|
185K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
97.9KNew |
$5.55M - $6.1M
|
97.9K
$6.64M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
95KNew |
$5.38M - $5.92M
|
95K
$6.45M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
89.8K+ 18.79% |
$5.09M - $5.6M
|
568K
$38.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
87.5K+ 15.82% |
$4.96M - $5.46M
|
641K
$43.5M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
79.9K+ 41.9% |
$4.53M - $4.98M
|
271K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
71.2KNew |
$4.04M - $4.44M
|
71.2K
$4.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
68K+ 22.74% |
$3.85M - $4.24M
|
367K
$24.9M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
68K+ 883.18% |
$3.85M - $4.24M
|
75.7K
$5.14M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.8K+ 13.43% |
$3.84M - $4.23M
|
573K
$38.9M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
67.1K+ 11.83% |
$3.8M - $4.19M
|
635K
$43.1M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
59.7K+ 7.07% |
$3.38M - $3.72M
|
904K
$61.4M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
59.3K+ 2.55% |
$3.36M - $3.7M
|
2.38M
$162M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
59.1KNew |
$3.35M - $3.68M
|
59.1K
$4.01M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
58.3KNew |
$3.3M - $3.64M
|
58.3K
$3.96M
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
58.2KNew |
$3.3M - $3.63M
|
58.2K
$3.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
58.1KNew |
$3.29M - $3.63M
|
58.1K
$3.95M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
57.5KNew |
$3.26M - $3.58M
|
57.5K
$3.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
53.9K+ 13.17% |
$3.05M - $3.36M
|
463K
$31.4M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
53.6K+ 23.8% |
$3.03M - $3.34M
|
279K
$18.9M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
53.1K+ 2.52% |
$3.01M - $3.31M
|
2.16M
$147M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
50.9KNew |
$2.88M - $3.17M
|
50.9K
$3.45M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
50.2K+ 9.47% |
$2.84M - $3.13M
|
580K
$39.4M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
40.6K+ 2.8% |
$2.3M - $2.53M
|
1.49M
$101M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
38.6K+ 691.19% |
$2.19M - $2.41M
|
44.2K
$3M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
37.1K+ 616.14% |
$2.1M - $2.31M
|
43.1K
$2.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
34.9K+ 15.68% |
$1.98M - $2.18M
|
257K
$17.5M
|