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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.6KNew |
$609K - $661K
|
10.6K
$711K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
10.6KNew |
$608K - $660K
|
10.6K
$710K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10.4K+ 8.66% |
$600K - $651K
|
131K
$8.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
10.4K+ 16.26% |
$600K - $651K
|
74.7K
$5.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
10.4K+ 50.46% |
$599K - $650K
|
31.1K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.2K+ 8.5% |
$588K - $639K
|
131K
$8.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10.2K+ 9.81% |
$584K - $634K
|
114K
$7.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.1K+ 2.81% |
$582K - $632K
|
370K
$24.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.76K+ 2.09% |
$560K - $608K
|
476K
$32M
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
9.7K+ 9.59% |
$557K - $605K
|
111K
$7.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.83K+ 5.88% |
$507K - $551K
|
159K
$10.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
8.79K+ 8.5% |
$505K - $548K
|
112K
$7.53M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.72K+ 12.24% |
$501K - $544K
|
79.9K
$5.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
8.54K+ 30.27% |
$490K - $532K
|
36.7K
$2.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
8.42K+ 17.52% |
$484K - $525K
|
56.5K
$3.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.41K+ 19.41% |
$483K - $524K
|
51.7K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.33KNew |
$478K - $520K
|
8.33K
$559K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.3K+ 10.36% |
$477K - $518K
|
88.4K
$5.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8.12K+ 12.09% |
$466K - $507K
|
75.3K
$5.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
8.09KNew |
$465K - $505K
|
8.09K
$543K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
7.89K+ 13.58% |
$453K - $492K
|
66K
$4.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
7.87K+ 3.57% |
$452K - $491K
|
228K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.84K+ 4.93% |
$450K - $489K
|
167K
$11.2M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.75K+ 3.82% |
$445K - $484K
|
211K
$14.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.45K+ 33.37% |
$428K - $465K
|
29.8K
$2M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
7.23K+ 1.08% |
$415K - $451K
|
674K
$45.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
7.02K+ 125.45% |
$403K - $438K
|
12.6K
$846K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6.93K+ 2.04% |
$398K - $432K
|
347K
$23.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6.83K+ 3.81% |
$392K - $426K
|
186K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
6.83K+ 6.98% |
$392K - $426K
|
105K
$7.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.78K+ 21.82% |
$389K - $423K
|
37.8K
$2.54M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.46K+ 16.53% |
$371K - $403K
|
45.6K
$3.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
6.41KNew |
$368K - $400K
|
6.41K
$430K
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
6.36K+ 14.45% |
$365K - $396K
|
50.3K
$3.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.35K+ 49.44% |
$365K - $396K
|
19.2K
$1.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.33K+ 3.67% |
$364K - $395K
|
179K
$12M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
6.25K+ 15.85% |
$359K - $390K
|
45.6K
$3.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
6.21K+ 4.6% |
$357K - $387K
|
141K
$9.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
6.17KNew |
$354K - $385K
|
6.17K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
6.13K+ 6.46% |
$352K - $383K
|
101K
$6.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
6.05K+ 7.04% |
$348K - $377K
|
92K
$6.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
6.03K+ 6.42% |
$346K - $376K
|
100K
$6.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.96K+ 95.27% |
$342K - $372K
|
12.2K
$820K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.82K+ 7.5% |
$334K - $363K
|
83.5K
$5.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.81KNew |
$334K - $363K
|
5.81K
$390K
|
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
5.75K+ 5.44% |
$330K - $359K
|
111K
$7.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5.7K+ 20.92% |
$327K - $355K
|
32.9K
$2.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.49K+ 1.76% |
$315K - $343K
|
317K
$21.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.47K+ 3.59% |
$314K - $341K
|
158K
$10.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Divergent Planning, LLC
|
BUY
|
- |
5.25K+ 3.58% |
$302K - $328K
|
152K
$10.2M
|