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 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
794
+ 4.43%
$39.6K - $43.5K
18.7K $1.27M
Jul 13, 2023 Q2 2023
Soundmark Wealth Management, LLC

BUY
 -
789
+ 1.14%
$39.3K - $43.2K
69.7K $4.74M
Jul 25, 2023 Q2 2023
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
785
+ 4.29%
$39.1K - $43K
19.1K $1.3M
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
752
+ 13.51%
$37.5K - $41.2K
6.32K $429K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
695
+ 2.24%
$34.6K - $38.1K
31.7K $2.15M
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
691
+ 1.25%
$34.4K - $37.9K
56.1K $3.81M
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
650
+ 42.82%
$32.4K - $35.6K
2.17K $147K
Oct 09, 2024 Q2 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
600
+ 5.86%
$29.9K - $32.9K
10.8K $735K
Aug 11, 2023 Q2 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
600
+ 5.86%
$29.9K - $32.9K
10.8K $735K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
593
+ 2.55%
$29.6K - $32.5K
23.9K $1.62M
Aug 03, 2023 Q2 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
576
+ 6.86%
$28.7K - $31.6K
8.97K $609K
Jul 27, 2023 Q2 2023
Financial Counselors Inc

BUY
 -
549
+ 0.67%
$27.4K - $30.1K
82.1K $5.57M
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
530
+ 14.6%
$26.4K - $29K
4.16K $282K
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
519
+ 7.3%
$25.9K - $28.4K
7.63K $518K
Aug 28, 2023 Q2 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
512
+ 1.38%
$25.5K - $28.1K
37.5K $2.54M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
474
+ 0.58%
$23.6K - $26K
82.2K $5.58M
Aug 07, 2023 Q2 2023
Lutz Financial Services LLC

BUY
 -
430
+ 0.19%
$21.4K - $23.6K
225K $15.3M
Aug 09, 2023 Q2 2023
Bordeaux Wealth Advisors LLC

BUY
 -
399
+ 0.35%
$19.9K - $21.9K
115K $7.8M
Aug 07, 2023 Q2 2023
Dopkins Wealth Management, LLC

BUY
 -
366
+ 0.63%
$18.2K - $20.1K
58.4K $3.96M
Aug 04, 2023 Q2 2023
Claris Advisors, LLC

BUY
 -
321
+ 0.3%
$16K - $17.6K
106K $7.17M
Jul 26, 2023 Q2 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
305
+ 1.85%
$15.2K - $16.7K
16.8K $1.14M
Jul 21, 2023 Q2 2023
Cypress Wealth Services, LLC

BUY
 -
301
+ 0.76%
$15K - $16.5K
40K $2.71M
Aug 07, 2023 Q2 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
300
+ 4.74%
$15K - $16.4K
6.62K $450K
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
300
+ 4.89%
$15K - $16.4K
6.43K $437K
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
275
+ 23.4%
$13.7K - $15.1K
1.45K $98.4K
Jul 28, 2023 Q2 2023
Keb Asset Management, LLC

Springfield, IL
BUY
 -
263
+ 0.19%
$13.1K - $14.4K
138K $9.34M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
251
New
$12.5K - $13.8K
251 $17K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
250
New
$12.5K - $13.7K
250 $17K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
245
+ 4.1%
$12.2K - $13.4K
6.23K $423K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
245
+ 4.1%
$12.2K - $13.4K
6.23K $423K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
206
+ 1.23%
$10.3K - $11.3K
17K $1.15M
Jul 26, 2023 Q2 2023
Joel Isaacson & Co., LLC

BUY
 -
204
+ 3.65%
$10.2K - $11.2K
5.79K $393K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
199
+ 1.77%
$9.92K - $10.9K
11.4K $776K
Aug 11, 2023 Q2 2023
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
191
+ 1.31%
$9.52K - $10.5K
14.7K $1M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
188
+ 10.65%
$9.37K - $10.3K
1.95K $133K
Aug 11, 2023 Q2 2023
Beta Wealth Group, Inc.

BUY
 -
188
+ 1.32%
$9.37K - $10.3K
14.4K $979K
Aug 01, 2023 Q2 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
185
+ 1.21%
$9.22K - $10.1K
15.5K $1.05M
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
164
New
$8.18K - $8.99K
164 $11.1K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
150
+ 1.75%
$7.48K - $8.22K
8.7K $591K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
129
+ 234.55%
$6.43K - $7.07K
184 $12.5K
Aug 11, 2023 Q2 2023
Monograph Wealth Advisors, LLC

BUY
 -
124
+ 0.06%
$6.18K - $6.8K
194K $13.2M
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
104
+ 0.42%
$5.18K - $5.7K
24.8K $1.69M
Aug 14, 2023 Q2 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
103
+ 1.69%
$5.13K - $5.64K
6.2K $421K
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
101
New
$5.03K - $5.53K
101 $6.86K
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
98
New
$4.89K - $5.37K
98 $6.65K
Jul 27, 2023 Q2 2023
Colony Family Offices, LLC

BUY
 -
90
+ 1.14%
$4.49K - $4.93K
7.95K $540K
Aug 14, 2023 Q2 2023
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
86
+ 0.97%
$4.29K - $4.71K
8.99K $611K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
82
+ 1.01%
$4.09K - $4.49K
8.2K $557K
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
76
+ 0.2%
$3.79K - $4.16K
38.2K $2.59M

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