Purchases and Sales Made in Q4 2022 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 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.43MNew |
$211M - $242M
|
4.43M
$301M
|
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
2.69MNew |
$128M - $147M
|
2.69M
$182M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
818K+ 9.69% |
$39.1M - $44.8M
|
9.25M
$628M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
566KNew |
$27M - $31M
|
566K
$38.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
388K+ 1828.62% |
$18.5M - $21.2M
|
409K
$27.8M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
312KNew |
$14.9M - $17.1M
|
312K
$21.2M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
260KNew |
$12.4M - $14.2M
|
260K
$17.7M
|
|
|
Feb 23, 2023
Q4 2022
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
254KNew |
$12.2M - $13.9M
|
254K
$17.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
254KNew |
$12.1M - $13.9M
|
254K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
240K+ 1648.14% |
$11.4M - $13.1M
|
254K
$17.3M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
238KNew |
$11.3M - $13M
|
238K
$16.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
224K+ 55.21% |
$10.7M - $12.3M
|
631K
$42.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
220K+ 43.26% |
$10.5M - $12M
|
728K
$49.4M
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
211KNew |
$10.1M - $11.5M
|
211K
$14.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
200K+ 276.22% |
$9.56M - $11M
|
273K
$18.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
184K+ 304.79% |
$8.78M - $10.1M
|
244K
$16.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
184K+ 847.08% |
$8.78M - $10.1M
|
205K
$13.9M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
181K+ 609.3% |
$8.67M - $9.93M
|
211K
$14.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
158K+ 1364.95% |
$7.55M - $8.65M
|
170K
$11.5M
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
156KNew |
$7.46M - $8.55M
|
156K
$10.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
144K+ 86.17% |
$6.88M - $7.89M
|
311K
$21.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
136K+ 49.61% |
$6.5M - $7.45M
|
410K
$27.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
130K+ 257.41% |
$6.2M - $7.1M
|
180K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
126K+ 2.32% |
$6.04M - $6.92M
|
5.57M
$378M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
121KNew |
$5.77M - $6.61M
|
121K
$8.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
114KNew |
$5.47M - $6.26M
|
114K
$7.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
108K+ 5.13% |
$5.16M - $5.92M
|
2.22M
$151M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
98.9KNew |
$4.72M - $5.41M
|
98.9K
$6.71M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
97.3KNew |
$4.65M - $5.33M
|
97.3K
$6.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
94.7KNew |
$4.53M - $5.19M
|
94.7K
$6.43M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
93.4KNew |
$4.46M - $5.11M
|
93.4K
$6.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
91.7KNew |
$4.38M - $5.02M
|
91.7K
$6.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
86.5K+ 23.35% |
$4.13M - $4.73M
|
457K
$31M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
84.5KNew |
$4.04M - $4.62M
|
84.5K
$5.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
BUY
|
- |
80.9KNew |
$3.86M - $4.43M
|
80.9K
$5.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
80.2KNew |
$3.83M - $4.39M
|
80.2K
$5.45M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
74.9KNew |
$3.58M - $4.1M
|
74.9K
$5.09M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
71.9K+ 59.54% |
$3.43M - $3.93M
|
193K
$13.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
68.8K+ 9.41% |
$3.28M - $3.76M
|
800K
$54.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
67.6KNew |
$3.23M - $3.7M
|
67.6K
$4.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
67.4K+ 3.82% |
$3.22M - $3.69M
|
1.83M
$124M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
65.9KNew |
$3.15M - $3.6M
|
65.9K
$4.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
62.2K+ 85.16% |
$2.97M - $3.4M
|
135K
$9.18M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
60.9K+ 17.48% |
$2.91M - $3.33M
|
409K
$27.8M
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
BUY
|
- |
59.8K+ 138.12% |
$2.86M - $3.27M
|
103K
$7M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
59.4KNew |
$2.84M - $3.25M
|
59.4K
$4.03M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
58.2KNew |
$2.78M - $3.19M
|
58.2K
$3.95M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
58.1K+ 51.11% |
$2.77M - $3.18M
|
172K
$11.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
57.1K+ 13.29% |
$2.73M - $3.12M
|
487K
$33M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
56.7KNew |
$2.71M - $3.11M
|
56.7K
$3.85M
|