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
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-17- 0.17% |
$963 - $1.06K
|
9.96K
$670K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-23- 0.41% |
$1.3K - $1.43K
|
5.63K
$379K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-25- 0.49% |
$1.42K - $1.56K
|
5.09K
$342K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-29- 0.87% |
$1.64K - $1.81K
|
3.31K
$223K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-44- 0.53% |
$2.49K - $2.74K
|
8.21K
$552K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-47- 0.23% |
$2.66K - $2.93K
|
20.8K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 25.77% |
$2.83K - $3.12K
|
144
$9.69K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 6.67% |
$2.83K - $3.12K
|
700
$47.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-51- 0.14% |
$2.89K - $3.18K
|
36.9K
$2.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-57- 0.74% |
$3.23K - $3.55K
|
7.67K
$516K
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-67- 0.31% |
$3.8K - $4.18K
|
21.7K
$1.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-82- 5.13% |
$4.65K - $5.11K
|
1.52K
$102K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-89- 71.2% |
$5.04K - $5.55K
|
36
$2.42K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-102- 1.05% |
$5.78K - $6.36K
|
9.63K
$648K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-102- 1.64% |
$5.78K - $6.36K
|
6.12K
$412K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-119- 0.83% |
$6.74K - $7.42K
|
14.1K
$951K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-123- 1.08% |
$6.97K - $7.67K
|
11.3K
$757K
|
|
|
May 13, 2024
Q1 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-143- 0.07% |
$8.1K - $8.91K
|
204K
$13.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-145- 1.97% |
$8.22K - $9.04K
|
7.22K
$485K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-172- 0.73% |
$9.75K - $10.7K
|
23.3K
$1.57M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-187- 2.43% |
$10.6K - $11.7K
|
7.52K
$506K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-200- 0.44% |
$11.3K - $12.5K
|
45.2K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-218- 3.78% |
$12.4K - $13.6K
|
5.55K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-219- 1.5% |
$12.4K - $13.7K
|
14.4K
$969K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-222- 1.23% |
$12.6K - $13.8K
|
17.8K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-242- 0.63% |
$13.7K - $15.1K
|
38K
$2.56M
|
|
|
Apr 29, 2024
Q1 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-242- 0.3% |
$13.7K - $15.1K
|
79.8K
$5.37M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-254- 0.19% |
$14.4K - $15.8K
|
136K
$9.14M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-259- 0.16% |
$14.7K - $16.1K
|
162K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-262- 4.55% |
$14.8K - $16.3K
|
5.5K
$370K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-268- 0.62% |
$15.2K - $16.7K
|
42.7K
$2.87M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-270- 5.42% |
$15.3K - $16.8K
|
4.71K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-285- 1.66% |
$16.1K - $17.8K
|
16.9K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-290- 26.36% |
$16.4K - $18.1K
|
810
$54.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-325- 4.49% |
$18.4K - $20.3K
|
6.91K
$465K
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-368- 0.7% |
$20.9K - $22.9K
|
52.5K
$3.53M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-370- 1.8% |
$21K - $23.1K
|
20.2K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-381- 3.31% |
$21.6K - $23.8K
|
11.1K
$749K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-385- 1.28% |
$21.8K - $24K
|
29.7K
$2M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-401- 0.81% |
$22.7K - $25K
|
49K
$3.3M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-412- 1.46% |
$23.3K - $25.7K
|
27.8K
$1.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-459- 0.24% |
$26K - $28.6K
|
192K
$12.9M
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-464- 3.14% |
$26.3K - $28.9K
|
14.3K
$962K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-472- 9.71% |
$26.7K - $29.4K
|
4.39K
$295K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-488- 3.89% |
$27.7K - $30.4K
|
12.1K
$811K
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-506- 0.41% |
$28.7K - $31.5K
|
123K
$8.28M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-507- 6.26% |
$28.7K - $31.6K
|
7.59K
$511K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-524- 3.96% |
$29.7K - $32.7K
|
12.7K
$855K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-560- 44.91% |
$31.7K - $34.9K
|
687
$46.2K
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-572- 0.73% |
$32.4K - $35.7K
|
77.7K
$5.23M
|