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
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.97K- 35.76% |
$198K - $218K
|
7.13K
$484K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-3.99K- 41.13% |
$199K - $219K
|
5.71K
$388K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.15K- 7.37% |
$207K - $228K
|
52.2K
$3.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.52K- 10.4% |
$225K - $248K
|
38.9K
$2.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-4.64K- 9.99% |
$231K - $254K
|
41.8K
$2.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-4.77K- 5.59% |
$238K - $261K
|
80.5K
$5.47M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-5.62K- 10.59% |
$280K - $308K
|
47.4K
$3.22M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.64K- 3.67% |
$281K - $309K
|
148K
$10M
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-5.79K- 1.14% |
$289K - $317K
|
502K
$34.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-5.97K- 9.0% |
$298K - $327K
|
60.4K
$4.1M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.45K- 44.98% |
$321K - $353K
|
7.89K
$535K
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-7.14K- 7.16% |
$356K - $391K
|
92.6K
$6.29M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.16K- 3.83% |
$357K - $392K
|
180K
$12.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-8.04K- 1.47% |
$401K - $441K
|
537K
$36.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-8.09K- 0.12% |
$403K - $443K
|
6.76M
$459M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.76K- 16.36% |
$437K - $480K
|
44.8K
$3.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-11.3K- 8.3% |
$562K - $618K
|
125K
$8.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-12.1K- 7.82% |
$602K - $662K
|
142K
$9.66M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-12.5K- 10.03% |
$625K - $687K
|
113K
$7.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-13.7K- 0.9% |
$682K - $750K
|
1.51M
$102M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-14.5K- 26.63% |
$724K - $796K
|
40K
$2.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-14.6K- 2.82% |
$730K - $802K
|
504K
$34.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20K- 14.11% |
$999K - $1.1M
|
122K
$8.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-21.8K- 1.54% |
$1.09M - $1.19M
|
1.39M
$94.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.4K- 21.77% |
$1.12M - $1.23M
|
80.7K
$5.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-31.5K- 23.78% |
$1.57M - $1.73M
|
101K
$6.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-36.3K- 22.05% |
$1.81M - $1.99M
|
128K
$8.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-38.5K- 39.97% |
$1.92M - $2.11M
|
57.9K
$3.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-42.7K- 13.11% |
$2.13M - $2.34M
|
283K
$19.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-50.1K- 75.74% |
$2.5M - $2.74M
|
16K
$1.09M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-50.8K- 50.46% |
$2.53M - $2.78M
|
49.9K
$3.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-54.2K- 55.61% |
$2.7M - $2.97M
|
43.3K
$2.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-56.1K- 93.1% |
$2.79M - $3.07M
|
4.16K
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-62.2K- 63.66% |
$3.1M - $3.41M
|
35.5K
$2.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-73.9K- 1.3% |
$3.68M - $4.05M
|
5.63M
$382M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-81.6K- 76.33% |
$4.07M - $4.47M
|
25.3K
$1.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-107K- 4.46% |
$5.35M - $5.88M
|
2.3M
$156M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-180K- 41.69% |
$8.98M - $9.87M
|
252K
$17.1M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-294K- 79.57% |
$14.7M - $16.1M
|
75.6K
$5.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.47M- 54.73% |
$73.3M - $80.6M
|
1.22M
$82.6M
|