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 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
12K+ 11.89% |
$572K - $655K
|
113K
$7.65M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.9KNew |
$567K - $649K
|
11.9K
$806K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
11.8K+ 49.26% |
$563K - $645K
|
35.7K
$2.42M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
11.6K+ 16.26% |
$553K - $634K
|
82.8K
$5.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 51.32% |
$537K - $615K
|
33.1K
$2.25M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
10.9KNew |
$519K - $594K
|
10.9K
$737K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.8K+ 12.49% |
$514K - $589K
|
97K
$6.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 3.13% |
$501K - $574K
|
346K
$23.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$482K - $553K
|
10.1K
$685K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9.77KNew |
$467K - $534K
|
9.77K
$663K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
9.04K+ 23.99% |
$432K - $495K
|
46.7K
$3.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
9KNew |
$430K - $493K
|
9K
$611K
|
|
|
Jan 20, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
8.88K+ 69.32% |
$424K - $486K
|
21.7K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
8.74K+ 168.51% |
$417K - $478K
|
13.9K
$945K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8.71KNew |
$416K - $477K
|
8.71K
$591K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
8.51K+ 12.52% |
$407K - $466K
|
76.5K
$5.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.2KNew |
$392K - $449K
|
8.2K
$557K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.89KNew |
$377K - $432K
|
7.89K
$536K
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
7.66KNew |
$366K - $419K
|
7.66K
$520K
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
7.49KNew |
$358K - $410K
|
7.49K
$508K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.46KNew |
$356K - $408K
|
7.46K
$507K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.4KNew |
$353K - $405K
|
7.4K
$502K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.26KNew |
$347K - $397K
|
7.26K
$493K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
7.04K+ 5.22% |
$336K - $385K
|
142K
$9.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
7K+ 9.09% |
$334K - $383K
|
84K
$5.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.97KNew |
$333K - $381K
|
6.97K
$473K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.88K+ 56.98% |
$328K - $376K
|
18.9K
$1.29M
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
6.76K+ 3.95% |
$323K - $370K
|
178K
$12.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
6.74KNew |
$322K - $369K
|
6.74K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.7K+ 3.62% |
$320K - $367K
|
192K
$13M
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
6.66K+ 6.52% |
$318K - $365K
|
109K
$7.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.63KNew |
$317K - $363K
|
6.63K
$450K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.55K+ 8.56% |
$313K - $359K
|
83.1K
$5.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
6.45KNew |
$308K - $353K
|
6.45K
$438K
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
6.32KNew |
$302K - $346K
|
6.32K
$429K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
6.29K+ 10.49% |
$301K - $344K
|
66.3K
$4.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
5.88KNew |
$281K - $322K
|
5.88K
$399K
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.81K+ 27.45% |
$278K - $318K
|
27K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.8KNew |
$277K - $318K
|
5.8K
$394K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.77KNew |
$276K - $316K
|
5.77K
$392K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.77K+ 38.77% |
$275K - $316K
|
20.6K
$1.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.62K+ 6.97% |
$268K - $307K
|
86.2K
$5.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.31K+ 72.01% |
$254K - $291K
|
12.7K
$861K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.18K+ 9.27% |
$247K - $283K
|
61K
$4.14M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
5.09KNew |
$243K - $278K
|
5.09K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5K+ 77.24% |
$239K - $274K
|
11.5K
$779K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.98KNew |
$238K - $272K
|
4.98K
$338K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.97K+ 97.83% |
$237K - $272K
|
10.1K
$682K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.95K+ 5.16% |
$237K - $271K
|
101K
$6.85M
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.94K+ 3.69% |
$236K - $270K
|
139K
$9.43M
|