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
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
7.62K
+ 26.31%
$380K - $417K
36.6K $2.47M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
7.24K
+ 59.25%
$361K - $397K
19.5K $1.32M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
7.14K
+ 34.37%
$356K - $391K
27.9K $1.89M
Jul 17, 2023 Q2 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
7.02K
New
$350K - $384K
7.02K $475K
Jul 11, 2023 Q2 2023
Pioneer Wealth Management Group

Austin, TX
BUY
 -
6.84K
+ 26.37%
$341K - $375K
32.8K $2.22M
Nov 17, 2023 Q2 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
6.74K
+ 4.01%
$336K - $370K
175K $11.8M
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
6.57K
+ 33.65%
$327K - $360K
26.1K $1.76M
Nov 20, 2023 Q2 2023
Revisor Wealth Management LLC

Akron, OH
BUY
 -
6.44K
New
$321K - $353K
6.44K $436K
Aug 04, 2023 Q2 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
6.18K
New
$308K - $338K
6.18K $418K
Aug 04, 2023 Q2 2023
Helen Stephens Group, LLC

BUY
 -
6.05K
+ 77.27%
$302K - $332K
13.9K $940K
Aug 14, 2023 Q2 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
5.96K
+ 102.77%
$297K - $327K
11.8K $796K
Aug 08, 2023 Q2 2023
Ml & R Wealth Management LLC

BUY
 -
5.86K
+ 0.83%
$292K - $321K
711K $48.1M
Jul 20, 2023 Q2 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
5.81K
New
$290K - $318K
5.81K $393K
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
5.8K
+ 92.34%
$289K - $318K
12.1K $817K
Jul 18, 2023 Q2 2023
Ifg Advisors, LLC

BUY
 -
5.69K
+ 79.25%
$284K - $312K
12.9K $871K
Jul 18, 2023 Q2 2023
Pinnacle Financial Group, LLC

BUY
 -
5.58K
+ 6.32%
$278K - $306K
93.8K $6.35M
Aug 15, 2023 Q2 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
5.55K
+ 72.78%
$277K - $304K
13.2K $892K
Jul 17, 2023 Q2 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
5.47K
+ 25.79%
$272K - $299K
26.7K $1.8M
Aug 03, 2023 Q2 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
5.41K
+ 1.69%
$270K - $297K
325K $22M
Jul 19, 2023 Q2 2023
Gemmer Asset Management LLC

BUY
 -
5.41K
+ 4.05%
$269K - $296K
139K $9.41M
Jul 12, 2023 Q2 2023
Collective Family Office LLC

BUY
 -
5.33K
+ 20.14%
$266K - $292K
31.8K $2.15M
Jul 25, 2023 Q2 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
5.29K
+ 1.99%
$264K - $290K
271K $18.3M
Jul 25, 2023 Q2 2023
All Season Financial Advisors, Inc.

BUY
 -
5.15K
+ 28.17%
$257K - $282K
23.4K $1.59M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
5.07K
+ 8.53%
$253K - $278K
64.5K $4.36M
Jul 18, 2023 Q2 2023
Lvz, Inc.

BUY
 -
4.8K
+ 15.36%
$239K - $263K
36K $2.44M
Jul 20, 2023 Q2 2023
Spinnaker Investment Group, LLC

BUY
 -
4.76K
+ 3.6%
$237K - $261K
137K $9.26M
Aug 01, 2023 Q2 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
4.75K
+ 4.72%
$237K - $261K
105K $7.14M
Jul 25, 2023 Q2 2023
Jmg Financial Group, Ltd.

BUY
 -
4.65K
+ 27.82%
$232K - $255K
21.4K $1.45M
Aug 02, 2023 Q2 2023
Steel Peak Wealth Management LLC

BUY
 -
4.63K
New
$231K - $254K
4.63K $313K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
4.62K
New
$230K - $253K
4.62K $313K
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
4.35K
New
$217K - $238K
4.35K $294K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
4.22K
+ 3.02%
$210K - $231K
144K $9.74M
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
4.21K
+ 120.28%
$210K - $230K
7.7K $521K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
4.21K
+ 120.28%
$210K - $230K
7.7K $521K
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
4.2K
New
$209K - $230K
4.2K $284K
Jul 28, 2023 Q2 2023
Waterfront Wealth Inc.

BUY
 -
4.17K
+ 5.31%
$208K - $229K
82.7K $5.6M
Jul 14, 2023 Q2 2023
Financial Connections Group, Inc.

BUY
 -
4.12K
+ 2.8%
$205K - $226K
151K $10.2M
Jul 24, 2023 Q2 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
4.1K
New
$204K - $225K
4.1K $278K
Aug 14, 2023 Q2 2023
Hardy Reed LLC

BUY
 -
4.08K
+ 4.59%
$204K - $224K
93K $6.29M
Jul 13, 2023 Q2 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
4.01K
+ 3.19%
$200K - $220K
130K $8.78M
Jul 31, 2023 Q2 2023
G2 Capital Management, LLC

Columbus, OH
BUY
 -
3.88K
+ 2.32%
$193K - $213K
171K $11.6M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
3.85K
+ 4.49%
$192K - $211K
89.5K $6.06M
Jan 24, 2024 Q2 2023
Financial Insights, Inc.

BUY
 -
3.85K
+ 15.99%
$192K - $211K
27.9K $1.89M
Aug 07, 2023 Q2 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
3.8K
+ 20.22%
$189K - $208K
22.6K $1.53M
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
3.79K
New
$189K - $208K
3.79K $257K
Jul 17, 2023 Q2 2023
Avantax Planning Partners, Inc.

BUY
 -
3.79K
New
$189K - $208K
3.79K $257K
Aug 08, 2023 Q2 2023
Efficient Advisors, LLC

BUY
 -
3.79K
+ 6.84%
$189K - $208K
59.2K $4.01M
Aug 09, 2023 Q2 2023
Regions Financial Corp

BUY
 -
3.73K
New
$186K - $204K
3.73K $252K
Jul 25, 2023 Q2 2023
Maryland Capital Advisors Inc.

BUY
 -
3.61K
+ 26.41%
$180K - $198K
17.3K $1.17M

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