Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr U S Small C (DFAS)

DFAS Quotes by TradingView

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 14, 2023 Q4 2022
Sanctuary Wealth Management, L.L.C.

BUY
 -
4.73K
New
$226K - $259K
4.73K $320K
Jan 17, 2023 Q4 2022
Lvz, Inc.

BUY
 -
4.71K
+ 18.66%
$225K - $258K
29.9K $2.03M
Oct 16, 2023 Q4 2022
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
4.62K
+ 20.15%
$221K - $253K
27.5K $1.86M
Sep 05, 2023 Q4 2022
Meritas Wealth Management, LLC

Larkspur, CA
BUY
 -
4.61K
New
$220K - $252K
4.61K $312K
Jan 20, 2023 Q4 2022
Beacon Financial Advisory LLC

BUY
 -
4.4K
New
$210K - $241K
4.4K $297K
Sep 11, 2024 Q4 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
4.27K
New
$204K - $234K
4.27K $289K
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
4.24K
+ 6.36%
$202K - $232K
70.8K $4.79M
Jan 31, 2023 Q4 2022
Ifg Advisors, LLC

BUY
 -
4.2K
New
$201K - $230K
4.2K $284K
Feb 06, 2023 Q4 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
4.15K
+ 4.9%
$198K - $227K
88.9K $6.02M
Feb 13, 2023 Q4 2022
Cornerstone Advisory, LLC

BUY
 -
4.14K
New
$198K - $227K
4.14K $280K
Feb 03, 2023 Q4 2022
Goldstein Advisors, LLC

Madison, WI
BUY
 -
4.06K
New
$194K - $222K
4.06K $275K
Feb 13, 2023 Q4 2022
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
4.03K
New
$193K - $221K
4.03K $273K
Jan 24, 2023 Q4 2022
Cordant, Inc.

Portland, OR
BUY
 -
4.03K
+ 30.18%
$192K - $220K
17.4K $1.18M
Jan 17, 2023 Q4 2022
Spinnaker Investment Group, LLC

BUY
 -
4.01K
+ 3.3%
$192K - $220K
126K $8.5M
Feb 14, 2023 Q4 2022
Zacks Investment Management

Chicago, IL
BUY
 -
4K
New
$191K - $219K
4K $271K
Feb 10, 2023 Q4 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
3.93K
+ 11.0%
$188K - $215K
39.6K $2.68M
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
3.91K
New
$187K - $214K
3.91K $264K
Feb 10, 2023 Q4 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
3.81K
+ 22.88%
$182K - $209K
20.5K $1.39M
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
3.62K
+ 3.15%
$173K - $198K
118K $8.02M
Feb 14, 2023 Q4 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
3.24K
+ 9.25%
$155K - $177K
38.2K $2.59M
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.9K
+ 2.96%
$139K - $159K
101K $6.85M
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
2.85K
New
$136K - $156K
2.85K $193K
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
2.82K
New
$135K - $154K
2.82K $191K
Jan 20, 2023 Q4 2022
Avestar Capital, LLC

BUY
 -
2.82K
+ 2.87%
$134K - $154K
101K $6.82M
Jan 19, 2023 Q4 2022
Investment Advisory Group, LLC

BUY
 -
2.8K
+ 9.45%
$134K - $153K
32.4K $2.19M
Feb 01, 2023 Q4 2022
All Season Financial Advisors, Inc.

BUY
 -
2.79K
+ 19.92%
$133K - $152K
16.8K $1.13M
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.72K
+ 16.53%
$130K - $149K
19.2K $1.3M
Jan 28, 2025 Q4 2022
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
2.64K
+ 9.24%
$126K - $144K
31.2K $2.11M
Feb 14, 2023 Q4 2022
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
2.32K
+ 29.24%
$111K - $127K
10.2K $692K
Oct 09, 2024 Q4 2022
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
2.32K
+ 29.24%
$111K - $127K
10.2K $692K
Jan 30, 2023 Q4 2022
Armor Investment Advisors, LLC

BUY
 -
2.25K
+ 7.13%
$108K - $123K
33.9K $2.29M
Feb 13, 2023 Q4 2022
G2 Capital Management, LLC

Columbus, OH
BUY
 -
2.14K
+ 1.26%
$102K - $117K
172K $11.6M
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
2.11K
+ 4.16%
$101K - $116K
52.8K $3.58M
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.08K
New
$99.5K - $114K
2.08K $141K
Feb 13, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
2.02K
+ 11.07%
$96.4K - $110K
20.2K $1.37M
Oct 23, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
2.02K
+ 11.07%
$96.4K - $110K
20.2K $1.37M
Feb 06, 2023 Q4 2022
Capital Performance Advisors LLP

BUY
 -
1.97K
+ 1.38%
$94.2K - $108K
145K $9.78M
Feb 06, 2023 Q4 2022
Savant Capital, LLC

BUY
 -
1.88K
+ 0.31%
$89.6K - $103K
598K $40.5M
Feb 10, 2023 Q4 2022
Wealthfront Advisers LLC

BUY
 -
1.82K
+ 18.27%
$86.9K - $99.6K
11.8K $797K
Feb 01, 2023 Q4 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
1.81K
+ 40.56%
$86.6K - $99.2K
6.28K $425K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
1.77K
New
$84.3K - $96.6K
1.77K $119K
Jan 11, 2023 Q4 2022
Platform Technology Partners

BUY
 -
1.6K
+ 10.32%
$76.2K - $87.3K
17.1K $1.15M
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
1.34K
+ 8.91%
$64K - $73.3K
16.4K $1.11M
Jan 12, 2023 Q4 2022
Soundmark Wealth Management, LLC

BUY
 -
1.34K
+ 1.94%
$63.8K - $73.1K
70.1K $4.74M
Jan 19, 2023 Q4 2022
Morris Financial Concepts, Inc.

BUY
 -
1.26K
New
$60.1K - $68.9K
1.26K $85.2K
Jan 13, 2023 Q4 2022
Baldrige Asset Management LLC

BUY
 -
1.24K
+ 16.21%
$59.3K - $67.9K
8.9K $602K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.21K
+ 7.14%
$57.9K - $66.3K
18.2K $1.23M
Feb 09, 2023 Q4 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
1.21K
+ 0.79%
$57.7K - $66.1K
154K $10.4M
Feb 13, 2023 Q4 2022
Resolute Financial, LLC

BUY
 -
1.04K
+ 6.87%
$49.8K - $57.1K
16.2K $1.1M

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