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 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
66+ 1.16% |
$3.29K - $3.62K
|
5.75K
$390K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
60+ 5.39% |
$2.99K - $3.29K
|
1.17K
$79.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
57New |
$2.84K - $3.12K
|
57
$3.87K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
56+ 0.64% |
$2.79K - $3.07K
|
8.75K
$594K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
52+ 0.93% |
$2.59K - $2.85K
|
5.63K
$382K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
46New |
$2.29K - $2.52K
|
46
$3.12K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
46+ 0.03% |
$2.29K - $2.52K
|
135K
$9.16M
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
BUY
|
- |
42+ 0.17% |
$2.09K - $2.3K
|
24.9K
$1.69M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
41+ 0.3% |
$2.04K - $2.25K
|
13.7K
$933K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
38+ 1.61% |
$1.89K - $2.08K
|
2.4K
$163K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
32+ 0.3% |
$1.6K - $1.75K
|
10.5K
$716K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
28+ 0.31% |
$1.4K - $1.53K
|
9.15K
$621K
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
23+ 0.04% |
$1.15K - $1.26K
|
58.3K
$3.96M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
23+ 0.32% |
$1.15K - $1.26K
|
7.32K
$497K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20+ 0.09% |
$997 - $1.1K
|
23K
$1.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
20+ 0.3% |
$997 - $1.1K
|
6.68K
$454K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
18New |
$897 - $986
|
18
$1.22K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
18+ 0.2% |
$897 - $986
|
9.18K
$623K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
16+ 0.21% |
$798 - $877
|
7.68K
$521K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
14+ 0.13% |
$698 - $767
|
10.7K
$727K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
12+ 0.23% |
$598 - $658
|
5.2K
$353K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9+ 0.31% |
$449 - $493
|
2.96K
$201K
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
9+ 0.01% |
$449 - $493
|
98.8K
$6.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
8+ 0.04% |
$399 - $438
|
17.9K
$1.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6+ 0.05% |
$299 - $329
|
12.5K
$851K
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6+ 0.13% |
$299 - $329
|
4.57K
$310K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4+ 0.04% |
$199 - $219
|
11.2K
$764K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.26% |
$199 - $219
|
1.56K
$106K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4+ 0.1% |
$199 - $219
|
4.18K
$284K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.13% |
$150 - $164
|
2.29K
$155K
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3+ 0.04% |
$150 - $164
|
7.66K
$520K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$99.7 - $110
|
31.4K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
BUY
|
- |
2+ 0.01% |
$99.7 - $110
|
14.7K
$995K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$49.9 - $54.8
|
396
$26.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.03% |
$49.9 - $54.8
|
3.77K
$256K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.01% |
$49.9 - $54.8
|
17.9K
$1.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-6- -0.0% |
$299 - $329
|
237K
$16.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-9- 0.23% |
$449 - $493
|
3.89K
$264K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-15- 0.14% |
$748 - $822
|
10.9K
$738K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-17- 0.1% |
$847 - $932
|
16.9K
$1.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-21- 0.1% |
$1.05K - $1.15K
|
20.8K
$1.41M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22- 0.13% |
$1.1K - $1.21K
|
16.3K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-50- 0.5% |
$2.49K - $2.74K
|
10K
$679K
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-55- 0.24% |
$2.74K - $3.01K
|
22.7K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-60- 0.23% |
$2.99K - $3.29K
|
26.5K
$1.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-68- 0.44% |
$3.39K - $3.73K
|
15.3K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-72- 16.67% |
$3.59K - $3.95K
|
360
$24.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-83- 2.95% |
$4.14K - $4.55K
|
2.74K
$186K
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-88- 0.28% |
$4.39K - $4.82K
|
31K
$2.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-90- 0.9% |
$4.49K - $4.93K
|
9.87K
$670K
|