Purchases and Sales Made in Q3 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.53K- 1.47% |
$71.2K - $85.6K
|
103K
$6.21M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.59K- 1.44% |
$73.7K - $88.6K
|
109K
$6.57M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.64K- 0.72% |
$76.2K - $91.6K
|
225K
$13.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Jentner Corp
|
SELL
|
- |
-1.89K- 11.3% |
$87.8K - $105K
|
14.8K
$897K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.27K- 2.25% |
$105K - $127K
|
98.3K
$5.94M
|
|
|
Nov 03, 2022
Q3 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-2.27K- 3.57% |
$106K - $127K
|
61.5K
$3.72M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-2.4K- 5.64% |
$111K - $134K
|
40.1K
$2.42M
|
|
|
Oct 27, 2022
Q3 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-2.41K- 0.39% |
$112K - $135K
|
610K
$36.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.44K- 1.08% |
$113K - $136K
|
224K
$13.5M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.59K- 1.61% |
$120K - $145K
|
158K
$9.57M
|
|
|
Oct 09, 2024
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-2.65K- 25.04% |
$123K - $148K
|
7.92K
$479K
|
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-2.81K- 4.66% |
$131K - $157K
|
57.5K
$3.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.82K- 11.73% |
$131K - $157K
|
21.2K
$1.28M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-3.05K- 0.73% |
$142K - $170K
|
417K
$25.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-3.11K- 19.23% |
$145K - $174K
|
13.1K
$791K
|
|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-3.19K- 1.83% |
$148K - $178K
|
171K
$10.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-3.26K- 28.83% |
$152K - $182K
|
8.05K
$487K
|
|
|
Nov 01, 2022
Q3 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-3.89K- 1.29% |
$181K - $217K
|
298K
$18M
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4.16K- 11.64% |
$193K - $232K
|
31.6K
$1.91M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.27KClosed |
$198K - $238K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.46K- 8.75% |
$207K - $249K
|
46.5K
$2.81M
|
|
|
Nov 07, 2022
Q3 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-4.9K- 0.91% |
$228K - $274K
|
535K
$32.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.3K- 91.7% |
$246K - $296K
|
480
$29K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5.82K- 0.79% |
$270K - $325K
|
732K
$44.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.92K- 1.73% |
$275K - $331K
|
335K
$20.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-6.05KClosed |
$281K - $338K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.59K- 94.0% |
$306K - $368K
|
421
$25.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-8.35K- 29.66% |
$388K - $466K
|
19.8K
$1.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-9.25K- 1.53% |
$430K - $516K
|
596K
$36.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.86K- 1.77% |
$458K - $551K
|
548K
$33.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-11.5K- 17.17% |
$534K - $642K
|
55.4K
$3.35M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.1K- 2.35% |
$564K - $678K
|
504K
$30.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-13.6K- 14.11% |
$634K - $762K
|
83.1K
$5.02M
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-13.9K- 11.68% |
$648K - $779K
|
105K
$6.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-17.4K- 32.79% |
$809K - $972K
|
35.7K
$2.16M
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-17.9K- 3.04% |
$833K - $1M
|
572K
$34.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-21.6K- 7.36% |
$1.01M - $1.21M
|
272K
$16.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-22.9K- 11.02% |
$1.07M - $1.28M
|
185K
$11.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-23.6K- 4.27% |
$1.1M - $1.32M
|
529K
$32M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-28.3K- 34.64% |
$1.32M - $1.58M
|
53.4K
$3.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.9K- 1.4% |
$1.39M - $1.67M
|
2.11M
$128M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-34.8K- 25.69% |
$1.62M - $1.94M
|
101K
$6.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.8K- 11.0% |
$2.13M - $2.56M
|
370K
$22.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-67.2K- 82.21% |
$3.12M - $3.75M
|
14.5K
$879K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-71.8K- 13.5% |
$3.34M - $4.01M
|
460K
$27.8M
|