Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr U S Small C (DFAS)

DFAS Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr U S Small C (DFAS) during Q3 2022. 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
Oct 06, 2022 Q3 2022
Dbk Financial Counsel, LLC

BUY
 -
17.3K
New
$803K - $965K
17.3K $1.15M
Oct 21, 2022 Q3 2022
Annapolis Financial Services, LLC

BUY
 -
16.9K
+ 51.24%
$784K - $942K
49.8K $3.33M
Oct 06, 2022 Q3 2022
Uma Financial Services, Inc.

BUY
 -
16K
+ 30.76%
$743K - $893K
68K $4.54M
Oct 27, 2022 Q3 2022
Pinnacle Financial Group, LLC

BUY
 -
15.9K
New
$740K - $889K
15.9K $1.06M
Oct 24, 2022 Q3 2022
Platform Technology Partners

BUY
 -
15.5K
New
$719K - $864K
15.5K $1.03M
Oct 26, 2022 Q3 2022
Financial Insights, Inc.

BUY
 -
13.9K
+ 55.87%
$647K - $777K
38.8K $2.59M
Oct 14, 2022 Q3 2022
Diversified Trust CO

BUY
 -
13.5K
New
$625K - $751K
13.5K $899K
Nov 09, 2022 Q3 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
13.4K
+ 16.22%
$622K - $747K
95.9K $6.4M
Feb 08, 2023 Q3 2022
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
12.6K
New
$584K - $702K
12.6K $840K
Nov 08, 2022 Q3 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
12.3K
+ 4.59%
$572K - $687K
280K $18.7M
Nov 08, 2022 Q3 2022
Bedel Financial Consulting, Inc.

BUY
 -
11.2K
New
$522K - $628K
11.2K $750K
Oct 31, 2022 Q3 2022
Hardy Reed LLC

BUY
 -
10.7K
+ 16.15%
$497K - $598K
77K $5.14M
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
10.1K
+ 6.97%
$468K - $563K
155K $10.3M
Oct 28, 2022 Q3 2022
Bridgewater Advisors Inc.

BUY
 -
10.1K
+ 30.05%
$467K - $562K
43.5K $2.91M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
9.53K
+ 42.6%
$443K - $532K
31.9K $2.13M
Nov 14, 2022 Q3 2022
Enzi Wealth

Austin, TX
BUY
 -
9.48K
New
$440K - $529K
9.48K $633K
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
9.2K
+ 16.04%
$428K - $514K
66.6K $4.45M
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
9.07K
+ 4.3%
$421K - $506K
220K $14.7M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
8.75K
+ 13.73%
$406K - $488K
72.5K $4.84M
Oct 26, 2022 Q3 2022
Tanager Wealth Management LLP

BUY
 -
8.55K
+ 200.47%
$397K - $477K
12.8K $855K
Nov 14, 2022 Q3 2022
Cordant, Inc.

Portland, OR
BUY
 -
8.28K
+ 163.58%
$385K - $462K
13.3K $891K
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
7.96K
+ 140.5%
$370K - $444K
13.6K $910K
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
7.87K
New
$366K - $439K
7.87K $525K
Nov 10, 2022 Q3 2022
Forum Private Client Group LLC

BUY
 -
7.62K
+ 8.06%
$354K - $425K
102K $6.82M
Oct 18, 2022 Q3 2022
Planning Center, Inc.

BUY
 -
7.42K
+ 4.64%
$345K - $414K
167K $11.2M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
7.23K
+ 3.41%
$336K - $404K
219K $14.6M
Feb 13, 2023 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
6.94K
+ 72.89%
$323K - $388K
16.5K $1.1M
Oct 14, 2022 Q3 2022
Disciplined Equity Management, Inc.

BUY
 -
6.81K
+ 2.56%
$316K - $380K
273K $18.2M
Nov 14, 2022 Q3 2022
Rs Crum Inc.

BUY
 -
6.68K
+ 7.36%
$310K - $373K
97.5K $6.51M
Nov 02, 2022 Q3 2022
Five Oceans Advisors

BUY
 -
6.53K
+ 13.25%
$303K - $365K
55.8K $3.73M
Oct 17, 2022 Q3 2022
American Financial Advisors, LLC

BUY
 -
6.4K
New
$297K - $357K
6.4K $427K
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
6.3K
New
$293K - $352K
6.3K $421K
Nov 10, 2022 Q3 2022
Cadence Bank

Tupelo, MS
BUY
 -
6.12K
New
$284K - $342K
6.12K $409K
Nov 14, 2022 Q3 2022
Wescott Financial Advisory Group, LLC

BUY
 -
5.97K
+ 20.96%
$278K - $334K
34.5K $2.3M
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
5.73K
+ 0.22%
$266K - $320K
2.64M $177M
Nov 14, 2022 Q3 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
5.64K
New
$262K - $315K
5.64K $377K
Nov 03, 2022 Q3 2022
Worth Pointe, LLC

La Jolla, CA
BUY
 -
5.63K
+ 4.07%
$261K - $314K
144K $9.6M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
5.22K
+ 7.31%
$242K - $291K
76.6K $5.11M
Oct 07, 2022 Q3 2022
Global Trust Asset Management, LLC

BUY
 -
5.04K
+ 76.36%
$234K - $282K
11.6K $778K
Nov 07, 2022 Q3 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
5K
+ 99.01%
$232K - $279K
10.1K $671K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
4.95K
New
$230K - $276K
4.95K $330K
Oct 11, 2022 Q3 2022
West Financial Advisors, LLC

BUY
 -
4.69K
+ 3.02%
$218K - $262K
160K $10.7M
Nov 01, 2022 Q3 2022
Claris Advisors, LLC

BUY
 -
4.68K
+ 4.58%
$217K - $261K
107K $7.14M
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
4.62K
+ 22.87%
$215K - $258K
24.8K $1.66M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
4.6K
+ 2.86%
$214K - $257K
166K $11.1M
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
4.58K
+ 6.92%
$213K - $255K
70.7K $4.72M
Oct 12, 2022 Q3 2022
Mc Lean Asset Management Corp

BUY
 -
4.53K
+ 1.28%
$211K - $253K
358K $23.9M
Oct 17, 2022 Q3 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
4.47K
New
$208K - $249K
4.47K $298K
Nov 07, 2022 Q3 2022
Cullen/Frost Bankers, Inc.

BUY
 -
4.37K
New
$203K - $244K
4.37K $292K

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