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 |
---|---|---|---|---|---|---|---|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.22K+ 35.71% |
$296K - $334K
|
19.8K
$1.33M
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
5.21KNew |
$295K - $333K
|
5.21K
$350K
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
5.03KNew |
$285K - $321K
|
5.03K
$337K
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.96KNew |
$281K - $317K
|
4.96K
$333K
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.69KNew |
$266K - $300K
|
4.69K
$315K
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.63KNew |
$262K - $296K
|
4.63K
$310K
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.6KNew |
$260K - $294K
|
4.6K
$308K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
4.39KNew |
$249K - $280K
|
4.39K
$294K
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
4.37KNew |
$248K - $280K
|
4.37K
$294K
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
4.36KNew |
$247K - $279K
|
4.36K
$293K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
4.29KNew |
$243K - $275K
|
4.29K
$288K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
4.27KNew |
$242K - $273K
|
4.27K
$287K
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.22KNew |
$239K - $270K
|
4.22K
$284K
|
|
Feb 02, 2022
Q4 2021
|
Bcm Advisors, LLC
|
BUY
|
- |
4.13K+ 65.15% |
$234K - $264K
|
10.5K
$703K
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
4.03KNew |
$229K - $258K
|
4.03K
$271K
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.88KNew |
$220K - $248K
|
3.88K
$260K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.83K+ 2.64% |
$217K - $245K
|
149K
$9.99M
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3.69KNew |
$209K - $236K
|
3.69K
$248K
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.57KNew |
$202K - $228K
|
3.57K
$240K
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
3.53KNew |
$200K - $226K
|
3.53K
$237K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
3.5K+ 70.66% |
$198K - $224K
|
8.46K
$568K
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.36KNew |
$191K - $215K
|
3.36K
$226K
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.19K+ 68.41% |
$181K - $204K
|
7.85K
$527K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.16K+ 7.67% |
$179K - $202K
|
44.4K
$2.98M
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.87K+ 7.92% |
$163K - $183K
|
39.1K
$2.62M
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
2.77K+ 1.91% |
$157K - $177K
|
148K
$9.92M
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.67KNew |
$151K - $171K
|
2.67K
$179K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.62K+ 6.26% |
$148K - $167K
|
44.4K
$2.98M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.41K+ 15.57% |
$136K - $154K
|
17.9K
$1.2M
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.37KNew |
$134K - $152K
|
2.37K
$159K
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.18K+ 32.98% |
$124K - $140K
|
8.8K
$591K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.1K+ 2.19% |
$119K - $134K
|
97.9K
$6.57M
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.89K+ 4.53% |
$107K - $121K
|
43.6K
$2.93M
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.86KNew |
$105K - $119K
|
1.86K
$125K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.82KNew |
$103K - $116K
|
1.82K
$122K
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.76KNew |
$99.8K - $113K
|
1.76K
$118K
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.64KNew |
$93K - $105K
|
1.64K
$110K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.57K+ 10.44% |
$88.9K - $100K
|
16.6K
$1.11M
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.47K+ 7.41% |
$83.2K - $93.9K
|
21.3K
$1.43M
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.47KNew |
$83.2K - $93.8K
|
1.47K
$98.5K
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.46KNew |
$82.8K - $93.4K
|
1.46K
$98.1K
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.16K+ 2.12% |
$65.6K - $74K
|
55.8K
$3.74M
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.15KNew |
$65.2K - $73.5K
|
1.15K
$77.2K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.08K+ 6.78% |
$61.4K - $69.2K
|
17.1K
$1.14M
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
1.05K+ 18.72% |
$59.2K - $66.8K
|
6.63K
$445K
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
975+ 29.04% |
$55.3K - $62.3K
|
4.33K
$291K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
972+ 7.53% |
$55.1K - $62.1K
|
13.9K
$932K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
866+ 1.47% |
$49.1K - $55.4K
|
59.9K
$4.02M
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
856New |
$48.5K - $54.7K
|
856
$57.5K
|
|
Feb 08, 2022
Q4 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
830+ 5.82% |
$47K - $53.1K
|
15.1K
$1.01M
|