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 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.16K+ 11.56% |
$296K - $322K
|
49.8K
$3.34M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.11K+ 93.27% |
$293K - $319K
|
10.6K
$711K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.97K+ 14.68% |
$285K - $310K
|
38.8K
$2.6M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.84K+ 15.17% |
$278K - $302K
|
36.7K
$2.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.73KNew |
$271K - $295K
|
4.73K
$317K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.72K+ 1.05% |
$271K - $294K
|
456K
$30.6M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
4.54KNew |
$261K - $283K
|
4.54K
$305K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.49K+ 5.76% |
$258K - $280K
|
82.5K
$5.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.4KNew |
$253K - $274K
|
4.4K
$295K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.34K+ 22.68% |
$249K - $271K
|
23.5K
$1.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
4.3K+ 5.89% |
$247K - $268K
|
77.4K
$5.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
4.24K+ 14.16% |
$243K - $264K
|
34.2K
$2.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.17KNew |
$239K - $260K
|
4.17K
$280K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
4.09K+ 2.29% |
$235K - $255K
|
183K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.08K+ 50.1% |
$234K - $254K
|
12.2K
$820K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.02KNew |
$231K - $250K
|
4.02K
$270K
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3.98K+ 3.67% |
$229K - $248K
|
113K
$7.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
3.97KNew |
$228K - $248K
|
3.97K
$267K
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.79K+ 2.17% |
$217K - $236K
|
178K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.76KNew |
$216K - $235K
|
3.76K
$252K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.73K+ 2.38% |
$214K - $232K
|
160K
$10.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.7K+ 29.06% |
$212K - $231K
|
16.4K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.49KNew |
$201K - $218K
|
3.49K
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.49K+ 5.1% |
$200K - $217K
|
71.8K
$4.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.44KNew |
$197K - $214K
|
3.44K
$231K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.44KNew |
$197K - $214K
|
3.44K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.43K+ 1.17% |
$197K - $214K
|
296K
$19.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.41K+ 38.48% |
$196K - $212K
|
12.3K
$823K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
3.28K+ 3.82% |
$188K - $205K
|
89.2K
$5.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.25K+ 4.29% |
$186K - $202K
|
79K
$5.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.24K+ 12.24% |
$186K - $202K
|
29.7K
$1.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.23K+ 0.72% |
$186K - $202K
|
451K
$30.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.23K+ 8.7% |
$186K - $202K
|
40.4K
$2.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3.21K+ 2.24% |
$184K - $200K
|
146K
$9.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.15K+ 95.08% |
$181K - $196K
|
6.46K
$434K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
3.09K+ 15.31% |
$178K - $193K
|
23.3K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.07K+ 10.22% |
$177K - $192K
|
33.1K
$2.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
2.98K+ 1.49% |
$171K - $186K
|
202K
$13.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.93K+ 2.66% |
$168K - $183K
|
113K
$7.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2.93K+ 18.41% |
$168K - $183K
|
18.8K
$1.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.93K+ 0.92% |
$168K - $183K
|
320K
$21.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
2.87K+ 7.42% |
$165K - $179K
|
41.5K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.82K+ 3.89% |
$162K - $176K
|
75.2K
$5.05M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.72K+ 4.42% |
$156K - $170K
|
64.3K
$4.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.71K+ 29.56% |
$155K - $169K
|
11.9K
$796K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
2.67K+ 17.78% |
$153K - $167K
|
17.7K
$1.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.61KNew |
$150K - $163K
|
2.61K
$175K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.59K+ 14.61% |
$149K - $162K
|
20.3K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.51K+ 26.52% |
$144K - $157K
|
12K
$804K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.51K+ 4.93% |
$144K - $156K
|
53.4K
$3.58M
|