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 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.19K+ 10.44% |
$130K - $143K
|
23.2K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.17K+ 268.81% |
$129K - $142K
|
2.98K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.16K+ 2.79% |
$128K - $141K
|
79.5K
$5.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.14K+ 9.09% |
$127K - $140K
|
25.6K
$1.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
2.02K+ 5.87% |
$120K - $132K
|
36.5K
$2.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2K+ 12.35% |
$119K - $131K
|
18.2K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.95K+ 10.17% |
$116K - $128K
|
21.2K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.94K+ 27.58% |
$115K - $126K
|
8.95K
$601K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.93K+ 46.12% |
$115K - $126K
|
6.12K
$411K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.92K+ 3.85% |
$114K - $125K
|
51.7K
$3.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.89K+ 4.56% |
$112K - $124K
|
43.4K
$2.91M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.88K+ 12.94% |
$111K - $123K
|
16.4K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.86K+ 3.31% |
$110K - $121K
|
57.9K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.74K+ 14.22% |
$103K - $114K
|
14K
$940K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.71KNew |
$101K - $112K
|
1.71K
$115K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.71KNew |
$101K - $111K
|
1.71K
$115K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
1.7K+ 15.6% |
$101K - $111K
|
12.6K
$846K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.65K+ 0.61% |
$97.8K - $108K
|
274K
$18.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.63K+ 35.39% |
$96.7K - $107K
|
6.24K
$419K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.62K+ 8.83% |
$95.7K - $106K
|
19.9K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
1.55K+ 19.09% |
$91.5K - $101K
|
9.64K
$647K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.53K+ 7.67% |
$90.6K - $99.9K
|
21.5K
$1.44M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
1.5KNew |
$88.8K - $97.9K
|
1.5K
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.49K+ 2.07% |
$88.4K - $97.5K
|
73.5K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
1.48K+ 0.47% |
$87.7K - $96.7K
|
319K
$21.4M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.47K+ 2.64% |
$87K - $95.9K
|
57.2K
$3.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 5.25% |
$86.6K - $95.5K
|
29.3K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.46K+ 51.96% |
$86.2K - $95.1K
|
4.26K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.44K+ 14.83% |
$85.2K - $93.9K
|
11.1K
$747K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.43K+ 3.13% |
$84.6K - $93.3K
|
47.1K
$3.16M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.41K+ 1.26% |
$83.3K - $91.9K
|
113K
$7.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.29K+ 2.67% |
$76.3K - $84.1K
|
49.4K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.25K+ 6.13% |
$74.2K - $81.8K
|
21.7K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.24K+ 3.96% |
$73.5K - $81.1K
|
32.6K
$2.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.24K+ 3.16% |
$73.2K - $80.7K
|
40.4K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.22K+ 20.71% |
$72.3K - $79.7K
|
7.11K
$477K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.21K+ 3.29% |
$71.9K - $79.2K
|
38K
$2.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.2K+ 4.27% |
$71.2K - $78.5K
|
29.3K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.15K+ 0.69% |
$68K - $74.9K
|
168K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.12K+ 1.25% |
$66.5K - $73.4K
|
90.9K
$6.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.12K+ 7.19% |
$66.1K - $72.8K
|
16.6K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.11K+ 11.6% |
$65.8K - $72.5K
|
10.7K
$717K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.09K+ 9.18% |
$64.3K - $70.9K
|
12.9K
$867K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.08KNew |
$64.2K - $70.8K
|
1.08K
$72.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.07K+ 13.53% |
$63.2K - $69.6K
|
8.94K
$600K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.04K+ 42.35% |
$61.6K - $67.9K
|
3.5K
$235K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
988+ 6.31% |
$58.5K - $64.5K
|
16.6K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
981New |
$58.1K - $64.1K
|
981
$65.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
965+ 119.14% |
$57.2K - $63K
|
1.78K
$119K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
961New |
$56.9K - $62.8K
|
961
$64.5K
|