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 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-727- 2.28% |
$34.7K - $39.8K
|
31.2K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-730- 1.28% |
$34.9K - $40K
|
56.2K
$3.82M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-776- 17.53% |
$37.1K - $42.5K
|
3.65K
$248K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-777- 4.97% |
$37.1K - $42.5K
|
14.9K
$1.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-800- 4.63% |
$38.2K - $43.8K
|
16.5K
$1.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-879- 6.71% |
$42K - $48.1K
|
12.2K
$830K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-880- 4.69% |
$42K - $48.2K
|
17.9K
$1.21M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-888- 3.29% |
$42.4K - $48.6K
|
26.1K
$1.77M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-955- 11.37% |
$45.6K - $52.3K
|
7.45K
$506K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.16K- 4.28% |
$55.3K - $63.4K
|
25.9K
$1.76M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.18K- 2.94% |
$56.2K - $64.4K
|
38.9K
$2.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.2K- 2.97% |
$57.3K - $65.7K
|
39.2K
$2.66M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.21K- 18.97% |
$58K - $66.4K
|
5.18K
$352K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.3K- 0.47% |
$62.1K - $71.2K
|
274K
$18.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-1.46K- 2.15% |
$69.8K - $80K
|
66.3K
$4.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.49K- 0.2% |
$71.4K - $81.8K
|
731K
$49.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-1.68K- 3.01% |
$80.2K - $91.9K
|
54.1K
$3.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.77K- 8.15% |
$84.7K - $97K
|
20K
$1.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-1.89K- 3.41% |
$90.3K - $103K
|
53.6K
$3.64M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.94K- 8.27% |
$92.5K - $106K
|
21.5K
$1.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.98K- 25.2% |
$94.7K - $109K
|
5.89K
$400K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1.99K- 1.29% |
$95.2K - $109K
|
153K
$10.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.04K- 1.26% |
$97.3K - $111K
|
160K
$10.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.14K- 7.0% |
$102K - $117K
|
28.4K
$1.93M
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.27K- 4.64% |
$108K - $124K
|
46.6K
$3.16M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.42K- 2.36% |
$116K - $133K
|
100K
$6.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.44K- 58.7% |
$116K - $133K
|
1.71K
$116K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-2.53K- 2.11% |
$121K - $138K
|
117K
$7.95M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-2.53K- 1.58% |
$121K - $138K
|
158K
$10.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
SELL
|
- |
-2.63K- 5.38% |
$126K - $144K
|
46.2K
$3.14M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.69K- 2.4% |
$129K - $147K
|
110K
$7.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
SELL
|
- |
-2.71K- 2.54% |
$130K - $149K
|
104K
$7.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.78K- 2.59% |
$133K - $152K
|
105K
$7.11M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-2.92K- 1.76% |
$140K - $160K
|
163K
$11.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-3.11K- 6.19% |
$149K - $170K
|
47.1K
$3.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.29K- 7.06% |
$157K - $180K
|
43.2K
$2.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-3.48K- 8.95% |
$166K - $190K
|
35.4K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-3.51K- 0.22% |
$168K - $192K
|
1.56M
$106M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.62K- 11.1% |
$173K - $198K
|
29K
$1.97M
|
|
|
Jan 23, 2023
Q4 2022
|
Better Wealth, LLC
|
SELL
|
- |
-3.73K- 17.51% |
$178K - $204K
|
17.6K
$1.19M
|
|
|
Jan 13, 2023
Q4 2022
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-3.83K- 1.4% |
$183K - $210K
|
269K
$18.3M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.95K- 2.49% |
$188K - $216K
|
154K
$10.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.06K- 29.27% |
$194K - $222K
|
9.82K
$667K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-4.1K- 3.89% |
$196K - $224K
|
101K
$6.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-4.26K- 2.96% |
$204K - $233K
|
140K
$9.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.97K- 49.45% |
$237K - $272K
|
5.08K
$345K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-5.01K- 25.29% |
$239K - $274K
|
14.8K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.28K- 0.96% |
$252K - $289K
|
543K
$36.9M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-5.77K- 16.14% |
$276K - $316K
|
30K
$2.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6K- 29.49% |
$286K - $328K
|
14.3K
$973K
|