Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
776K
+ 8.52%
$38.7M - $42.5M
9.89M $672M
Aug 01, 2023 Q2 2023
First National Trust CO

BUY
 -
304K
New
$15.1M - $16.6M
304K $20.6M
Jul 31, 2023 Q2 2023
Brown Advisory Inc

BUY
 -
266K
New
$13.3M - $14.6M
266K $18.1M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
244K
+ 29.82%
$12.2M - $13.4M
1.06M $72.1M
Jul 21, 2023 Q2 2023
First Command Financial Services, Inc.

BUY
 -
206K
New
$10.3M - $11.3M
206K $14M
Jul 21, 2023 Q2 2023
First Command Bank

BUY
 -
206K
New
$10.3M - $11.3M
206K $14M
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
197K
New
$9.8M - $10.8M
197K $13.3M
Aug 14, 2023 Q2 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
191K
+ 642.57%
$9.54M - $10.5M
221K $15M
Jul 13, 2023 Q2 2023
Systelligence, LLC

BUY
 -
167K
+ 357.38%
$8.35M - $9.18M
214K $14.5M
Jul 10, 2023 Q2 2023
Pure Financial Advisors, LLC

BUY
 -
129K
+ 25.5%
$6.43M - $7.07M
635K $43.1M
Jul 19, 2023 Q2 2023
Armor Investment Advisors, LLC

BUY
 -
99.2K
+ 280.84%
$4.95M - $5.44M
135K $9.14M
Aug 14, 2023 Q2 2023
Merriman Wealth Management, LLC

BUY
 -
78.4K
+ 769.82%
$3.91M - $4.3M
88.6K $6.02M
Aug 04, 2023 Q2 2023
Tci Wealth Advisors, Inc.

BUY
 -
74.7K
+ 3.92%
$3.72M - $4.09M
1.98M $134M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
72.8K
+ 49.92%
$3.63M - $3.99M
219K $14.8M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
71.2K
+ 31.43%
$3.55M - $3.9M
298K $20.2M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
62.1K
+ 232.07%
$3.1M - $3.4M
88.9K $6.04M
Jul 12, 2023 Q2 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
59.5K
+ 8.13%
$2.97M - $3.26M
792K $53.8M
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
58.6K
+ 51.8%
$2.92M - $3.21M
172K $11.7M
Jul 07, 2023 Q2 2023
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
58.1K
+ 18.87%
$2.9M - $3.19M
366K $24.9M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
54.8K
+ 25.41%
$2.73M - $3M
270K $18.4M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
51.8K
+ 19.57%
$2.58M - $2.84M
317K $21.5M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
51.4K
+ 1.96%
$2.56M - $2.82M
2.67M $181M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
47K
+ 8.92%
$2.34M - $2.57M
573K $38.9M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
46.9K
+ 7.77%
$2.34M - $2.57M
651K $44.2M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
45.2K
+ 362.42%
$2.25M - $2.48M
57.7K $3.92M
Aug 11, 2023 Q2 2023
Phillips Financial Management, LLC

BUY
 -
42.7K
+ 197.95%
$2.13M - $2.34M
64.3K $4.37M
Jul 24, 2023 Q2 2023
Austin Asset Management CO Inc

BUY
 -
41.9K
+ 9.82%
$2.09M - $2.3M
469K $31.8M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
40.6K
+ 76.01%
$2.02M - $2.22M
94K $6.38M
Jul 14, 2023 Q2 2023
Vera Bank, N.A.

BUY
 -
39.1K
+ 450.79%
$1.95M - $2.14M
47.8K $3.24M
Aug 02, 2023 Q2 2023
Vista Wealth Management Group, LLC

BUY
 -
38.6K
+ 7.08%
$1.92M - $2.11M
583K $39.6M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
38.5K
+ 11.81%
$1.92M - $2.11M
364K $24.7M
Sep 26, 2023 Q2 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
36.5K
+ 27.01%
$1.82M - $2M
172K $11.7M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
35.7K
+ 19.99%
$1.78M - $1.96M
214K $14.6M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
35.7K
+ 8.91%
$1.78M - $1.95M
436K $29.6M
Jul 14, 2023 Q2 2023
Enzi Wealth

Austin, TX
BUY
 -
34.4K
+ 39.42%
$1.72M - $1.89M
122K $8.27M
Jul 13, 2023 Q2 2023
Bouchey Financial Group LTD

BUY
 -
32.6K
+ 5.87%
$1.62M - $1.79M
588K $39.9M
Jul 21, 2023 Q2 2023
Stordahl Capital Management, Inc.

BUY
 -
32.6K
+ 5.52%
$1.62M - $1.79M
623K $42.3M
Sep 28, 2023 Q2 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
31.3K
New
$1.56M - $1.71M
31.3K $2.12M
Aug 02, 2023 Q2 2023
Forum Private Client Group LLC

BUY
 -
30.8K
+ 24.07%
$1.53M - $1.69M
159K $10.8M
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
26.8K
+ 12.54%
$1.34M - $1.47M
241K $16.3M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
26.7K
+ 30.65%
$1.33M - $1.46M
114K $7.72M
Jul 25, 2023 Q2 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
26.3K
+ 18.79%
$1.31M - $1.44M
167K $11.3M
Aug 02, 2023 Q2 2023
Heritage Wealth Management, Inc./Texas

Houston, TX
BUY
 -
24.5K
+ 9.34%
$1.22M - $1.34M
287K $19.5M
Jul 18, 2023 Q2 2023
Annapolis Financial Services, LLC

BUY
 -
24.4K
+ 25.41%
$1.22M - $1.34M
120K $8.18M
Jul 26, 2023 Q2 2023
Relaxing Retirement Coach

BUY
 -
23.3K
+ 4.57%
$1.16M - $1.28M
534K $36.3M
Aug 11, 2023 Q2 2023
Wescott Financial Advisory Group, LLC

BUY
 -
22.4K
+ 37.32%
$1.12M - $1.23M
82.5K $5.6M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
22.2K
+ 25.57%
$1.11M - $1.22M
109K $7.41M
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
21.7K
+ 3233.18%
$1.08M - $1.19M
22.4K $1.52M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
21.7K
New
$1.08M - $1.19M
21.7K $1.47M

Track Institutional and Insider Activities on DFAS

Follow DIMENSIONAL ETF TR U S SMALL C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DFAS shares.

Notify only if

Insider Trading

Get notified when an Dimensional ETF Tr U S Small C insider buys or sells DFAS shares.

Notify only if

News

Receive news related to DIMENSIONAL ETF TR U S SMALL C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DFAS