Purchases and Sales Made in Q3 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-20K- 3.96% |
$1.04M - $1.15M
|
484K
$32.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-22.4K- 24.62% |
$1.16M - $1.29M
|
68.7K
$4.66M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-25.7K- 85.48% |
$1.33M - $1.48M
|
4.36K
$296K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.2K- 1.75% |
$2.08M - $2.32M
|
2.26M
$153M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-46.7K- 9.46% |
$2.42M - $2.69M
|
447K
$30.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-78.6K- 88.74% |
$4.08M - $4.53M
|
9.98K
$677K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-102K- 1.03% |
$5.3M - $5.9M
|
9.79M
$665M
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-257K- 18.47% |
$13.3M - $14.8M
|
1.13M
$77M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-537K- 58.93% |
$27.9M - $31M
|
375K
$25.4M
|