Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr U S Small C (DFAS)

DFAS Quotes by TradingView

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 09, 2024 Q1 2024
Brighton Jones LLC

BUY
 -
124
+ 1.6%
$7.03K - $7.73K
7.85K $528K
Apr 15, 2024 Q1 2024
Cypress Wealth Services, LLC

BUY
 -
124
+ 0.33%
$7.03K - $7.73K
38.2K $2.57M
May 10, 2024 Q1 2024
L & S Advisors Inc

Los Angeles, CA
BUY
 -
123
+ 1.08%
$6.97K - $7.67K
11.5K $772K
Apr 15, 2024 Q1 2024
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
120
+ 2.42%
$6.8K - $7.48K
5.08K $342K
May 14, 2024 Q1 2024
M Holdings Securities, Inc.

Portland, OR
BUY
 -
108
+ 0.96%
$6.12K - $6.73K
11.4K $766K
May 07, 2024 Q1 2024
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
107
+ 1.63%
$6.06K - $6.67K
6.65K $448K
May 06, 2024 Q1 2024
Assetmark, Inc

BUY
 -
100
New
$5.67K - $6.23K
100 $6.73K
May 01, 2024 Q1 2024
Beacon Financial Advisory LLC

BUY
 -
97
+ 1.24%
$5.5K - $6.05K
7.94K $534K
Apr 09, 2024 Q1 2024
Northwest Capital Management Inc

BUY
 -
97
+ 3.21%
$5.5K - $6.05K
3.12K $210K
May 03, 2024 Q1 2024
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
90
+ 257.14%
$5.1K - $5.61K
125 $8.41K
May 03, 2024 Q1 2024
Huntington National Bank

Columbus, OH
BUY
 -
79
+ 9.54%
$4.48K - $4.92K
907 $61K
May 07, 2024 Q1 2024
Carson Allaria Wealth Management, Ltd.

BUY
 -
77
+ 0.07%
$4.36K - $4.8K
110K $7.41M
May 07, 2024 Q1 2024
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
72
+ 0.78%
$4.08K - $4.49K
9.28K $624K
Oct 09, 2024 Q1 2024
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
70
+ 0.66%
$3.97K - $4.36K
10.6K $715K
May 06, 2024 Q1 2024
Tag Stone Capital, Inc.

BUY
 -
67
+ 0.13%
$3.8K - $4.18K
52.7K $3.54M
Oct 18, 2024 Q1 2024
Blue Pointe Capital Management, LLC

San Mateo, CA
BUY
 -
50
+ 1.28%
$2.83K - $3.12K
3.97K $267K
Apr 23, 2024 Q1 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
46
+ 90.2%
$2.61K - $2.87K
97 $6.53K
Apr 15, 2024 Q1 2024
Signature Securities Group Corporation

BUY
 -
46
+ 1.26%
$2.61K - $2.87K
3.71K $249K
Apr 17, 2024 Q1 2024
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
35
+ 1.45%
$1.98K - $2.18K
2.46K $165K
Apr 18, 2024 Q1 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
30
+ 0.16%
$1.7K - $1.87K
18.8K $1.26M
Apr 03, 2024 Q1 2024
Efficient Frontier Advisors LLC

Eastford, CT
BUY
 -
23
+ 0.04%
$1.3K - $1.43K
58.5K $3.93M
May 07, 2024 Q1 2024
Verus Financial Partners, Inc.

BUY
 -
22
+ 0.16%
$1.25K - $1.37K
13.8K $931K
May 17, 2024 Q1 2024
Citizens Financial Group Inc

BUY
 -
17
+ 0.16%
$963 - $1.06K
10.6K $715K
May 08, 2024 Q1 2024
Seven Mile Advisory

Ewing, NJ
BUY
 -
15
+ 0.16%
$850 - $935
9.48K $638K
Apr 25, 2024 Q1 2024
25 LLC

St. Louis, MO
BUY
 -
13
+ 0.12%
$737 - $810
11.2K $752K
May 03, 2024 Q1 2024
Embree Financial Group

Chicago, IL
BUY
 -
10
+ 0.16%
$567 - $623
6.29K $423K
Apr 10, 2024 Q1 2024
Marcum Wealth, LLC

BUY
 -
10
+ 0.15%
$567 - $623
6.73K $453K
Apr 30, 2024 Q1 2024
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
8
+ 0.07%
$453 - $499
12.3K $828K
May 01, 2024 Q1 2024
Pds Planning, Inc

BUY
 -
6
+ 0.17%
$340 - $374
3.49K $235K
Apr 22, 2024 Q1 2024
American Financial Advisors, LLC

BUY
 -
6
+ 0.11%
$340 - $374
5.23K $352K
May 15, 2024 Q1 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
6
+ 0.02%
$340 - $374
38.2K $2.57M
Apr 30, 2024 Q1 2024
Allegiance Financial Group Advisory Services LLC

Vienna, VA
BUY
 -
5
+ 0.06%
$283 - $312
7.88K $530K
May 13, 2024 Q1 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
5
+ 0.17%
$283 - $312
2.98K $200K
Apr 22, 2025 Q1 2024
North Rock Partners, LLC

BUY
 -
5
+ 0.13%
$283 - $312
3.87K $260K
May 15, 2024 Q1 2024
Svb Wealth LLC

Boston, MA
BUY
 -
4
+ 0.03%
$227 - $249
12.5K $844K
May 02, 2024 Q1 2024
Western Wealth Management, LLC

BUY
 -
4
+ 0.06%
$227 - $249
7K $471K
Apr 30, 2024 Q1 2024
Tfc Financial Management

BUY
 -
3
+ 0.19%
$170 - $187
1.57K $106K
Apr 16, 2024 Q1 2024
Newton One Investments LLC

BUY
 -
2
+ 0.09%
$113 - $125
2.3K $154K
Apr 30, 2024 Q1 2024
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
2
+ 0.13%
$113 - $125
1.54K $104K
May 14, 2024 Q1 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
2
+ 0.06%
$113 - $125
3.48K $234K
May 07, 2024 Q1 2024
Washington Trust Advisors, Inc.

BUY
 -
2
+ 0.11%
$113 - $125
1.89K $127K
May 10, 2024 Q1 2024
Citigroup Inc

BUY
 -
1
New
$56.7 - $62.3
1 $67.3
Jul 15, 2025 Q1 2024
Porter White Investment Advisors, Inc.

Birmingham, AL
BUY
 -
1
+ 0.01%
$56.7 - $62.3
14K $940K
May 15, 2024 Q1 2024
Pine Harbor Wealth Management, LLC

Silver Spring, MD
BUY
 -
1
+ 0.03%
$56.7 - $62.3
3.39K $228K
Apr 30, 2024 Q1 2024
Jfs Wealth Advisors, LLC

BUY
 -
1
+ 0.0%
$56.7 - $62.3
31.4K $2.11M
Jun 28, 2024 Q1 2024
Quent Capital, LLC

SELL
 -
-1
- 0.05%
$56.7 - $62.3
1.97K $132K
Apr 15, 2024 Q1 2024
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-1
- 0.4%
$56.7 - $62.3
252 $17K
May 13, 2024 Q1 2024
Relative Value Partners Group, LLC

Northbrook, IL
SELL
 -
-1
- -0.0%
$56.7 - $62.3
20.3K $1.37M
Apr 24, 2024 Q1 2024
Olistico Wealth, LLC

Tulsa, OK
SELL
 -
-1
- 0.01%
$56.7 - $62.3
19.1K $1.28M

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