Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
550K+ 30.26% |
$32.6M - $35.9M
|
2.37M
$154M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
467K+ 10.51% |
$27.7M - $30.5M
|
4.91M
$319M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
213KNew |
$12.6M - $13.9M
|
213K
$13.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
180K+ 2432.08% |
$10.7M - $11.8M
|
188K
$12.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
177K+ 21.07% |
$10.5M - $11.6M
|
1.02M
$66.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
144KNew |
$8.52M - $9.39M
|
144K
$9.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
130K+ 1232.5% |
$7.73M - $8.52M
|
141K
$9.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
124K+ 157.17% |
$7.35M - $8.11M
|
203K
$13.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
117K+ 18.67% |
$6.96M - $7.67M
|
747K
$48.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
116KNew |
$6.9M - $7.61M
|
116K
$7.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
107K+ 16.0% |
$6.32M - $6.97M
|
773K
$50.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
106KNew |
$6.26M - $6.9M
|
106K
$6.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
106K+ 4.45% |
$6.25M - $6.89M
|
2.48M
$161M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
102K+ 33.23% |
$6.04M - $6.66M
|
409K
$26.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
96K+ 4.25% |
$5.69M - $6.27M
|
2.35M
$153M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
74K+ 4.73% |
$4.38M - $4.83M
|
1.64M
$106M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
70K+ 10.25% |
$4.15M - $4.58M
|
753K
$49M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
68.7K+ 82.33% |
$4.07M - $4.49M
|
152K
$9.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
68.1K+ 51.09% |
$4.04M - $4.45M
|
201K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
67.4K+ 14.77% |
$3.99M - $4.4M
|
523K
$34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
63.3K+ 10.3% |
$3.75M - $4.14M
|
679K
$44.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59K+ 94.32% |
$3.5M - $3.86M
|
122K
$7.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
58.4K+ 18.37% |
$3.46M - $3.81M
|
376K
$24.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
51.5KNew |
$3.05M - $3.37M
|
51.5K
$3.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
50.9K+ 5.33% |
$3.02M - $3.33M
|
1.01M
$65.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
50.6KNew |
$3M - $3.31M
|
50.6K
$3.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
49.5K+ 53.78% |
$2.93M - $3.23M
|
142K
$9.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.3K+ 8.52% |
$2.8M - $3.09M
|
603K
$39.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
46.6K+ 6.6% |
$2.76M - $3.05M
|
754K
$49M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
46.4K+ 7.7% |
$2.75M - $3.03M
|
650K
$42.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45.7K+ 6.06% |
$2.71M - $2.99M
|
800K
$52M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42.8K+ 14.67% |
$2.53M - $2.79M
|
334K
$21.7M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40.4K+ 4.36% |
$2.4M - $2.64M
|
967K
$62.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
39.6K+ 12.39% |
$2.35M - $2.59M
|
360K
$23.4M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
39.6K+ 21.62% |
$2.34M - $2.59M
|
223K
$14.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
35.5K+ 22.31% |
$2.1M - $2.32M
|
194K
$12.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
34.1KNew |
$2.02M - $2.23M
|
34.1K
$2.21M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
33.6K+ 3.4% |
$1.99M - $2.2M
|
1.02M
$66.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
32.4K+ 17.07% |
$1.92M - $2.12M
|
222K
$14.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
32.1K+ 16.91% |
$1.9M - $2.1M
|
222K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
31.4K+ 23.93% |
$1.86M - $2.05M
|
162K
$10.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
31.3K+ 6.18% |
$1.85M - $2.04M
|
538K
$35M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
30.2K+ 0.43% |
$1.79M - $1.97M
|
7M
$455M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.8K+ 20.06% |
$1.76M - $1.95M
|
178K
$11.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
27.1K+ 7.82% |
$1.61M - $1.77M
|
374K
$24.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
25.6K+ 506.56% |
$1.52M - $1.67M
|
30.7K
$1.99M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
25.6K+ 32.2% |
$1.52M - $1.67M
|
105K
$6.83M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
25.4KNew |
$1.51M - $1.66M
|
25.4K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
23.8K+ 682.17% |
$1.41M - $1.56M
|
27.3K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.7K+ 56.22% |
$1.4M - $1.55M
|
65.9K
$4.28M
|