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 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-48.4K- 11.85% |
$2.74M - $3.02M
|
360K
$24.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-55.8K- 23.11% |
$3.16M - $3.48M
|
186K
$12.6M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-77.4K- 79.3% |
$4.38M - $4.82M
|
20.2K
$1.37M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-78.2K- 81.77% |
$4.43M - $4.87M
|
17.4K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-93.1K- 4.74% |
$5.27M - $5.8M
|
1.87M
$127M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-128K- 98.79% |
$7.24M - $7.97M
|
1.57K
$106K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-211K- 81.63% |
$12M - $13.2M
|
47.5K
$3.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-225K- 96.04% |
$12.8M - $14.1M
|
9.31K
$632K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-392K- 28.7% |
$22.2M - $24.4M
|
973K
$66.1M
|