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 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-369- 0.92% |
$21.9K - $24.1K
|
39.9K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-393- 0.78% |
$23.3K - $25.7K
|
49.7K
$3.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-395- 1.94% |
$23.4K - $25.8K
|
19.9K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-417- 1.05% |
$24.7K - $27.2K
|
39.2K
$2.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-424- 6.92% |
$25.1K - $27.7K
|
5.7K
$383K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-433- 4.76% |
$25.7K - $28.3K
|
8.66K
$581K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-435- 2.57% |
$25.8K - $28.4K
|
16.5K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-435- 0.35% |
$25.8K - $28.4K
|
124K
$8.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-438- 0.63% |
$26K - $28.6K
|
69.5K
$4.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-454- 82.55% |
$26.9K - $29.7K
|
96
$6.44K
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-463- 0.39% |
$27.4K - $30.2K
|
119K
$8M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-473- 3.5% |
$28K - $30.9K
|
13K
$875K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-484- 2.22% |
$28.7K - $31.6K
|
21.3K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-516- 4.7% |
$30.6K - $33.7K
|
10.5K
$703K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-520- 1.6% |
$30.8K - $34K
|
32K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-540- 10.15% |
$32K - $35.3K
|
4.78K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-612- 11.78% |
$36.3K - $40K
|
4.58K
$308K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-642- 2.19% |
$38K - $41.9K
|
28.7K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-658- 3.15% |
$39K - $43K
|
20.2K
$1.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-685- 2.88% |
$40.6K - $44.8K
|
23.1K
$1.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-691- 3.52% |
$40.9K - $45.1K
|
19K
$1.27M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-717- 12.57% |
$42.5K - $46.8K
|
4.99K
$335K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-745- 6.81% |
$44.1K - $48.7K
|
10.2K
$684K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-765- 1.16% |
$45.3K - $50K
|
65.3K
$4.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-787- 10.64% |
$46.6K - $51.4K
|
6.61K
$444K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-799- 1.95% |
$47.3K - $52.2K
|
40.2K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
SELL
|
- |
-804- 1.78% |
$47.6K - $52.5K
|
44.4K
$2.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-819- 19.66% |
$48.5K - $53.5K
|
3.35K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-834- 6.82% |
$49.4K - $54.5K
|
11.4K
$764K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-838- 0.25% |
$49.7K - $54.7K
|
332K
$22.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-954- 5.19% |
$56.5K - $62.3K
|
17.4K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-961- 9.7% |
$56.9K - $62.8K
|
8.95K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-962- 0.46% |
$57K - $62.8K
|
210K
$14.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-994- 5.35% |
$58.9K - $64.9K
|
17.6K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.01K- 10.61% |
$59.6K - $65.7K
|
8.47K
$569K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.12K- 10.84% |
$66.6K - $73.4K
|
9.25K
$621K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.15K- 0.83% |
$68.1K - $75.1K
|
138K
$9.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.24K- 0.82% |
$73.5K - $81K
|
150K
$10.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.3K- 6.85% |
$76.7K - $84.6K
|
17.6K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.44K- 0.21% |
$85.1K - $93.8K
|
672K
$45.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 4.23% |
$90.5K - $99.8K
|
34.6K
$2.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.57K- 4.29% |
$92.7K - $102K
|
34.9K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-1.57K- 6.47% |
$92.9K - $102K
|
22.7K
$1.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.61K- 16.73% |
$95.5K - $105K
|
8.02K
$538K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.65K- 22.95% |
$97.6K - $108K
|
5.53K
$371K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.66K- 17.95% |
$98.3K - $108K
|
7.58K
$509K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 11.26% |
$99.8K - $110K
|
13.3K
$891K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.72K- 0.74% |
$102K - $113K
|
233K
$15.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.85K- 4.2% |
$110K - $121K
|
42.2K
$2.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 10.2% |
$111K - $123K
|
16.5K
$1.11M
|