Purchases and Sales Made in Q2 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.1K+ 45.67% |
$1.05M - $1.16M
|
67.4K
$4.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.1K+ 1.92% |
$1.05M - $1.16M
|
1.12M
$75.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
20.8KNew |
$1.04M - $1.14M
|
20.8K
$1.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
20.8K+ 8.16% |
$1.04M - $1.14M
|
276K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.6K+ 298.73% |
$1.03M - $1.13M
|
27.6K
$1.87M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20.2K+ 2.15% |
$1.01M - $1.11M
|
961K
$65.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
19.8K+ 30.2% |
$988K - $1.09M
|
85.5K
$5.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.3K+ 217.3% |
$963K - $1.06M
|
28.2K
$1.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18.4K+ 2.94% |
$915K - $1.01M
|
642K
$43.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
18.3K+ 8.87% |
$914K - $1M
|
225K
$15.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 3.67% |
$871K - $958K
|
494K
$33.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
17.1K+ 7.6% |
$852K - $937K
|
242K
$16.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
16.9K+ 42.17% |
$845K - $929K
|
57.1K
$3.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
16.7K+ 11.05% |
$833K - $916K
|
168K
$11.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.5KNew |
$773K - $850K
|
15.5K
$1.05M
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
15.3K+ 303.29% |
$763K - $839K
|
20.4K
$1.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
14.3K+ 8.71% |
$712K - $783K
|
178K
$12.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.3KNew |
$712K - $782K
|
14.3K
$969K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
14K+ 7.01% |
$700K - $770K
|
214K
$14.5M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
14KNew |
$697K - $766K
|
14K
$949K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
13.3KNew |
$665K - $731K
|
13.3K
$906K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
12.5K+ 1.54% |
$623K - $685K
|
824K
$56M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
12.2KNew |
$611K - $671K
|
12.2K
$832K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.2K+ 4.76% |
$610K - $671K
|
269K
$18.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.9K+ 3.26% |
$593K - $651K
|
377K
$25.6M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.5K+ 11.19% |
$576K - $633K
|
115K
$7.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.5K+ 34.79% |
$574K - $631K
|
44.6K
$3.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.3K+ 5.0% |
$563K - $619K
|
237K
$16.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
9.82K+ 3.27% |
$489K - $538K
|
310K
$21M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.57K+ 3.86% |
$477K - $524K
|
257K
$17.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
9.44K+ 35.14% |
$471K - $518K
|
36.3K
$2.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
9.41KNew |
$469K - $516K
|
9.41K
$639K
|
|
|
Sep 26, 2023
Q2 2023
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
9.32K+ 13.43% |
$465K - $511K
|
78.7K
$5.34M
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
9.22K+ 4.59% |
$459K - $505K
|
210K
$14.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.19K+ 50.65% |
$458K - $503K
|
27.3K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.11K+ 3.14% |
$454K - $499K
|
299K
$20.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
9.1K+ 6.81% |
$454K - $499K
|
143K
$9.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
9.04K+ 40.57% |
$450K - $495K
|
31.3K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.99KNew |
$448K - $493K
|
8.99K
$611K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
BUY
|
- |
8.78K+ 9.7% |
$438K - $481K
|
99.3K
$6.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.59K+ 44.8% |
$428K - $471K
|
27.8K
$1.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8.59K+ 9.83% |
$428K - $471K
|
95.9K
$6.51M
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
8.55K+ 5.16% |
$426K - $469K
|
174K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.47K+ 59.28% |
$422K - $464K
|
22.8K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
8.23K+ 5.69% |
$410K - $451K
|
153K
$10.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
8.16K+ 7.81% |
$407K - $447K
|
113K
$7.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
8.08K+ 12.47% |
$403K - $443K
|
72.8K
$4.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
7.75K+ 9.29% |
$386K - $424K
|
91.1K
$6.19M
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
7.75K+ 9.29% |
$386K - $424K
|
91.1K
$6.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.69K+ 9.83% |
$383K - $421K
|
85.9K
$5.83M
|