Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
11.4M+ 6189.76% |
$656M - $712M
|
11.6M
$754M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
823K+ 13.38% |
$47.2M - $51.3M
|
6.97M
$453M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
803KNew |
$46.1M - $50.1M
|
803K
$52.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
651K+ 55.77% |
$37.4M - $40.6M
|
1.82M
$118M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
615K+ 5.73% |
$35.3M - $38.4M
|
11.3M
$737M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
372K+ 3272.74% |
$21.4M - $23.2M
|
384K
$24.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
260K+ 369.15% |
$14.9M - $16.2M
|
331K
$21.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
241K+ 509.09% |
$13.9M - $15.1M
|
289K
$18.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
199K+ 4.68% |
$11.4M - $12.4M
|
4.45M
$289M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
152KNew |
$8.71M - $9.46M
|
152K
$9.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
151K+ 1157.57% |
$8.67M - $9.42M
|
164K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
130K+ 48.93% |
$7.47M - $8.11M
|
396K
$25.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
124K+ 88.34% |
$7.11M - $7.73M
|
264K
$17.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
104KNew |
$5.98M - $6.5M
|
104K
$6.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
99.3K+ 4.6% |
$5.7M - $6.19M
|
2.26M
$147M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
98.1KNew |
$5.63M - $6.12M
|
98.1K
$6.37M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
94.6KNew |
$5.43M - $5.9M
|
94.6K
$6.14M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
86.6K+ 14.94% |
$4.97M - $5.4M
|
667K
$43.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
81.3KNew |
$4.67M - $5.07M
|
81.3K
$5.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
74.2K+ 43.6% |
$4.26M - $4.63M
|
244K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
72.2K+ 11.37% |
$4.15M - $4.5M
|
707K
$45.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
71.4K+ 4.78% |
$4.1M - $4.45M
|
1.56M
$102M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
67.3KNew |
$3.86M - $4.19M
|
67.3K
$4.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
66KNew |
$3.79M - $4.12M
|
66K
$4.29M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
61.7K+ 73.09% |
$3.54M - $3.85M
|
146K
$9.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.4K+ 9.84% |
$3.24M - $3.52M
|
629K
$40.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
52.8K+ 38.54% |
$3.03M - $3.29M
|
190K
$12.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
50.4K+ 13.72% |
$2.89M - $3.14M
|
418K
$27.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.8K+ 30.47% |
$2.74M - $2.98M
|
205K
$13.3M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.8K+ 30.47% |
$2.74M - $2.98M
|
205K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
47.5K+ 8.37% |
$2.73M - $2.96M
|
615K
$40M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
45.1K+ 19.04% |
$2.59M - $2.81M
|
282K
$18.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
44K+ 9.5% |
$2.52M - $2.74M
|
507K
$32.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
43.6K+ 100.61% |
$2.5M - $2.72M
|
86.8K
$5.64M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
43.2K+ 22.22% |
$2.48M - $2.69M
|
238K
$15.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
42.7K+ 6.66% |
$2.45M - $2.66M
|
683K
$44.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.4K+ 6.24% |
$2.32M - $2.52M
|
688K
$44.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
39.5K+ 4.31% |
$2.27M - $2.46M
|
955K
$62.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
38.4K+ 8.1% |
$2.21M - $2.4M
|
513K
$33.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
36.4K+ 13.45% |
$2.09M - $2.27M
|
307K
$19.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35.2K+ 1477.68% |
$2.02M - $2.2M
|
37.6K
$2.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
33.1KNew |
$1.9M - $2.07M
|
33.1K
$2.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
32.7K+ 9.0% |
$1.88M - $2.04M
|
396K
$25.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.6K+ 11.44% |
$1.87M - $2.03M
|
318K
$20.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
30.2K+ 161.53% |
$1.73M - $1.88M
|
48.9K
$3.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
29.9K+ 6.15% |
$1.72M - $1.87M
|
516K
$33.5M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
29.9K+ 347.66% |
$1.72M - $1.86M
|
38.5K
$2.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
28.9K+ 3.44% |
$1.66M - $1.8M
|
869K
$56.5M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
27.8KNew |
$1.6M - $1.74M
|
27.8K
$1.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
27.7K+ 17.11% |
$1.59M - $1.73M
|
190K
$12.3M
|