Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.87MNew |
$389M - $439M
|
6.87M
$461M
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
1.37MNew |
$77.4M - $87.4M
|
1.37M
$91.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
620KNew |
$35.1M - $39.6M
|
620K
$41.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
618KNew |
$35M - $39.5M
|
618K
$41.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
617K+ 10.32% |
$34.9M - $39.4M
|
6.59M
$442M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
551KNew |
$31.2M - $35.2M
|
551K
$37M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
539KNew |
$30.6M - $34.5M
|
539K
$36.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
332KNew |
$18.8M - $21.2M
|
332K
$22.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
324KNew |
$18.3M - $20.7M
|
324K
$21.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
304KNew |
$17.2M - $19.4M
|
304K
$20.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
293KNew |
$16.6M - $18.8M
|
293K
$19.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
249KNew |
$14.1M - $15.9M
|
249K
$16.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
175KNew |
$9.9M - $11.2M
|
175K
$11.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
159KNew |
$9.01M - $10.2M
|
159K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
154KNew |
$8.73M - $9.85M
|
154K
$10.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
142KNew |
$8.05M - $9.08M
|
142K
$9.54M
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
141KNew |
$8.01M - $9.03M
|
141K
$9.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
137KNew |
$7.77M - $8.76M
|
137K
$9.2M
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
130KNew |
$7.36M - $8.3M
|
130K
$8.72M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
115KNew |
$6.51M - $7.34M
|
115K
$7.71M
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
102KNew |
$5.8M - $6.55M
|
102K
$6.87M
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
99.9K+ 63.28% |
$5.66M - $6.39M
|
258K
$17.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
94KNew |
$5.33M - $6.01M
|
94K
$6.31M
|
|
|
Feb 04, 2022
Q4 2021
|
Bayshore Asset Management, LLC
|
BUY
|
- |
84.4KNew |
$4.78M - $5.4M
|
84.4K
$5.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
84.3K+ 83.72% |
$4.78M - $5.39M
|
185K
$12.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
82.4KNew |
$4.67M - $5.27M
|
82.4K
$5.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
81.9KNew |
$4.64M - $5.24M
|
81.9K
$5.5M
|
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
80.9KNew |
$4.59M - $5.17M
|
80.9K
$5.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
78.3KNew |
$4.43M - $5M
|
78.3K
$5.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Equius Partners, Inc.
|
BUY
|
- |
70.3KNew |
$3.98M - $4.49M
|
70.3K
$4.72M
|
|
|
Feb 02, 2022
Q4 2021
|
Kraft Asset Management, LLC
|
BUY
|
- |
68.4KNew |
$3.88M - $4.37M
|
68.4K
$4.59M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
60.6K+ 3.58% |
$3.43M - $3.87M
|
1.75M
$118M
|
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
60.6KNew |
$3.43M - $3.87M
|
60.6K
$4.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.6K+ 16.37% |
$2.87M - $3.23M
|
359K
$24.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
50.1K+ 9.9% |
$2.84M - $3.2M
|
556K
$37.3M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
49.7KNew |
$2.82M - $3.18M
|
49.7K
$3.33M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
48.8K+ 12.1% |
$2.77M - $3.12M
|
452K
$30.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
48.5KNew |
$2.75M - $3.1M
|
48.5K
$3.26M
|
|
|
Mar 03, 2022
Q4 2021
|
Better Wealth, LLC
|
BUY
|
- |
47.8KNew |
$2.71M - $3.06M
|
47.8K
$3.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46.7K+ 396.25% |
$2.64M - $2.98M
|
58.4K
$3.92M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
46.6KNew |
$2.64M - $2.98M
|
46.6K
$3.13M
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
46.4K+ 28.51% |
$2.63M - $2.97M
|
209K
$14M
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
40.5KNew |
$2.29M - $2.59M
|
40.5K
$2.72M
|
|
|
Jan 26, 2022
Q4 2021
|
Shearwater Capital LLC
|
BUY
|
- |
35.5KNew |
$2.01M - $2.27M
|
35.5K
$2.38M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.7K+ 1.73% |
$1.97M - $2.22M
|
2.04M
$137M
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
33.6K+ 16.41% |
$1.9M - $2.15M
|
238K
$16M
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
32.9KNew |
$1.87M - $2.1M
|
32.9K
$2.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.6KNew |
$1.79M - $2.02M
|
31.6K
$2.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
29.6KNew |
$1.68M - $1.89M
|
29.6K
$1.99M
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
28.5K+ 212.27% |
$1.61M - $1.82M
|
41.9K
$2.81M
|