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 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-100- 25.0% |
$4.99K - $5.48K
|
300
$20.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-116- 0.84% |
$5.78K - $6.36K
|
13.7K
$932K
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-154- 1.2% |
$7.68K - $8.44K
|
12.6K
$857K
|
|
|
Aug 07, 2023
Q2 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-170- 0.25% |
$8.47K - $9.32K
|
69K
$4.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-171- 9.98% |
$8.52K - $9.37K
|
1.54K
$105K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-187- 1.33% |
$9.32K - $10.2K
|
13.9K
$944K
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-238- 2.36% |
$11.9K - $13K
|
9.86K
$669K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-259- 0.1% |
$12.9K - $14.2K
|
271K
$18.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-300- 2.25% |
$15K - $16.4K
|
13K
$884K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-307- 3.11% |
$15.3K - $16.8K
|
9.57K
$650K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-307- 0.3% |
$15.3K - $16.8K
|
103K
$7M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-337- 0.25% |
$16.8K - $18.5K
|
132K
$8.96M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-368- 6.72% |
$18.3K - $20.2K
|
5.11K
$347K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-390- 2.61% |
$19.4K - $21.4K
|
14.6K
$988K
|
|
|
Jul 14, 2023
Q2 2023
|
Bcm Advisors, LLC
|
SELL
|
- |
-435- 3.01% |
$21.7K - $23.8K
|
14K
$951K
|
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-456- 5.94% |
$22.7K - $25K
|
7.22K
$490K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-594- 1.29% |
$29.6K - $32.6K
|
45.5K
$3.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-609- 7.43% |
$30.4K - $33.4K
|
7.59K
$515K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-700- 7.68% |
$34.9K - $38.4K
|
8.41K
$571K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-769- 10.32% |
$38.3K - $42.1K
|
6.68K
$454K
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-788- 8.07% |
$39.3K - $43.2K
|
8.97K
$609K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-800- 1.53% |
$39.9K - $43.8K
|
51.5K
$3.49M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-856- 4.38% |
$42.7K - $46.9K
|
18.7K
$1.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-862- 6.36% |
$43K - $47.2K
|
12.7K
$862K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-895- 4.61% |
$44.6K - $49K
|
18.5K
$1.26M
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-941- 0.81% |
$46.9K - $51.6K
|
115K
$7.78M
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-996- 1.3% |
$49.7K - $54.6K
|
75.8K
$5.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-1K- 10.77% |
$49.9K - $54.8K
|
8.28K
$562K
|
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
SELL
|
- |
-1.11K- 6.31% |
$55.3K - $60.8K
|
16.5K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.13K- 2.93% |
$56.5K - $62.1K
|
37.6K
$2.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.18K- 0.82% |
$58.9K - $64.8K
|
142K
$9.66M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-1.21K- 2.33% |
$60.2K - $66.2K
|
50.7K
$3.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.21K- 0.76% |
$60.5K - $66.5K
|
158K
$10.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.27K- 5.89% |
$63.2K - $69.4K
|
20.3K
$1.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-1.39K- 0.23% |
$69.5K - $76.4K
|
605K
$41.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.46K- 4.49% |
$73K - $80.2K
|
31.1K
$2.11M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.48K- 2.8% |
$73.5K - $80.8K
|
51.1K
$3.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.6K- 63.43% |
$79.9K - $87.8K
|
924
$62.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.63K- 1.57% |
$81K - $89.1K
|
102K
$6.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.8K- 29.29% |
$89.7K - $98.6K
|
4.35K
$295K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.95K- 64.72% |
$97.2K - $107K
|
1.06K
$72.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.99K- 92.04% |
$99.2K - $109K
|
172
$11.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-2.28K- 0.79% |
$114K - $125K
|
285K
$19.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.35K- 5.05% |
$117K - $129K
|
44.2K
$3M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.56K- 2.53% |
$128K - $140K
|
98.5K
$6.68M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2.63K- 2.85% |
$131K - $144K
|
89.7K
$6.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.66K- 3.46% |
$133K - $146K
|
74.2K
$5.04M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-3.32K- 2.03% |
$166K - $182K
|
160K
$10.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.73K- 23.73% |
$186K - $204K
|
12K
$814K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.89K- 4.84% |
$194K - $213K
|
76.4K
$5.19M
|