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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-39.7K- 12.22% |
$2.25M - $2.47M
|
285K
$19.2M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-43.6K- 26.58% |
$2.47M - $2.72M
|
121K
$8.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-46.5K- 26.09% |
$2.64M - $2.9M
|
132K
$8.86M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.8K- 23.35% |
$2.71M - $2.98M
|
157K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-48.3K- 6.42% |
$2.74M - $3.01M
|
704K
$47.3M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-48.4K- 11.85% |
$2.74M - $3.02M
|
360K
$24.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-55.8K- 23.11% |
$3.16M - $3.48M
|
186K
$12.5M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-77.4K- 79.3% |
$4.38M - $4.82M
|
20.2K
$1.36M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-78.2K- 81.77% |
$4.43M - $4.87M
|
17.4K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-93.1K- 4.74% |
$5.27M - $5.8M
|
1.87M
$126M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-128K- 98.79% |
$7.24M - $7.97M
|
1.57K
$105K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-211K- 81.63% |
$12M - $13.2M
|
47.5K
$3.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-225K- 96.04% |
$12.8M - $14.1M
|
9.31K
$626K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-392K- 28.7% |
$22.2M - $24.4M
|
973K
$65.5M
|