Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
516KNew |
$24.1M - $29.1M
|
516K
$33.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
488KNew |
$22.7M - $27.5M
|
488K
$31.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
481K+ 6.74% |
$22.4M - $27.1M
|
7.62M
$495M
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
353KNew |
$16.5M - $19.9M
|
353K
$22.9M
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
263KNew |
$12.3M - $14.9M
|
263K
$17.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
247KNew |
$11.5M - $13.9M
|
247K
$16.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
229K+ 37.34% |
$10.7M - $12.9M
|
841K
$54.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
175K+ 115.05% |
$8.15M - $9.85M
|
326K
$21.2M
|
|
|
Jul 11, 2022
Q2 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
174KNew |
$8.13M - $9.83M
|
174K
$11.3M
|
|
|
Jul 11, 2022
Q2 2022
|
Planning Center, Inc.
|
BUY
|
- |
160KNew |
$7.45M - $9.01M
|
160K
$10.4M
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
156KNew |
$7.26M - $8.77M
|
156K
$10.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
148K+ 2.87% |
$6.91M - $8.35M
|
5.3M
$345M
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
141KNew |
$6.59M - $7.97M
|
141K
$9.18M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
135KNew |
$6.32M - $7.64M
|
135K
$8.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
116K+ 164.54% |
$5.43M - $6.56M
|
187K
$12.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
115K+ 22.96% |
$5.38M - $6.5M
|
617K
$40.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
115K+ 37.71% |
$5.35M - $6.46M
|
419K
$27.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
112K+ 112.48% |
$5.21M - $6.3M
|
211K
$13.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
111KNew |
$5.19M - $6.27M
|
111K
$7.23M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
111KNew |
$5.18M - $6.26M
|
111K
$7.21M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
103K+ 674.27% |
$4.82M - $5.83M
|
119K
$7.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
99.4K+ 85.03% |
$4.64M - $5.61M
|
216K
$14.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
83.5KNew |
$3.9M - $4.71M
|
83.5K
$5.43M
|
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
81.7KNew |
$3.81M - $4.61M
|
81.7K
$5.31M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
67.9KNew |
$3.17M - $3.83M
|
67.9K
$4.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
65.7K+ 2.55% |
$3.07M - $3.71M
|
2.64M
$171M
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
61.8K+ 18.59% |
$2.88M - $3.49M
|
394K
$25.6M
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
59.8KNew |
$2.79M - $3.37M
|
59.8K
$3.88M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
57.4KNew |
$2.68M - $3.24M
|
57.4K
$3.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55.8K+ 22.36% |
$2.6M - $3.14M
|
305K
$19.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
52K+ 47.62% |
$2.43M - $2.93M
|
161K
$10.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
50.6K+ 10.08% |
$2.36M - $2.85M
|
552K
$35.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
39.8K+ 5.69% |
$1.86M - $2.24M
|
738K
$48M
|
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
37.3K+ 2.69% |
$1.74M - $2.1M
|
1.43M
$92.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.8K+ 1.66% |
$1.63M - $1.97M
|
2.14M
$139M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
32.8K+ 55.29% |
$1.53M - $1.85M
|
92.1K
$5.99M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
32.1K+ 28.57% |
$1.5M - $1.81M
|
145K
$9.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.7K+ 7.12% |
$1.29M - $1.56M
|
416K
$27M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27.6K+ 16.63% |
$1.29M - $1.56M
|
194K
$12.6M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26.8K+ 11.59% |
$1.25M - $1.51M
|
258K
$16.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.9K+ 123.55% |
$1.21M - $1.46M
|
46.8K
$3.04M
|
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
25.7K+ 27.54% |
$1.2M - $1.45M
|
119K
$7.73M
|
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
BUY
|
- |
24.9KNew |
$1.16M - $1.41M
|
24.9K
$1.62M
|
|
|
Jul 20, 2022
Q2 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
24.2KNew |
$1.13M - $1.36M
|
24.2K
$1.57M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
23.9K+ 92.42% |
$1.11M - $1.35M
|
49.7K
$3.23M
|
|
|
Jul 28, 2022
Q2 2022
|
Hardy Reed LLC
|
BUY
|
- |
23.8K+ 55.91% |
$1.11M - $1.34M
|
66.3K
$4.31M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.7K+ 53.47% |
$1.11M - $1.34M
|
68.1K
$4.43M
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
22.7KNew |
$1.06M - $1.28M
|
22.7K
$1.47M
|
|
|
Jul 29, 2022
Q2 2022
|
Better Wealth, LLC
|
BUY
|
- |
22.6KNew |
$1.05M - $1.27M
|
22.6K
$1.47M
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
21.7K+ 71.72% |
$1.01M - $1.23M
|
52K
$3.38M
|