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 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-6.19K- 11.59% |
$296K - $339K
|
47.2K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-6.83K- 2.29% |
$326K - $374K
|
291K
$19.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-8.54K- 24.46% |
$408K - $467K
|
26.4K
$1.79M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.59K- 30.94% |
$411K - $470K
|
19.2K
$1.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-10.7K- 3.83% |
$513K - $588K
|
270K
$18.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-11.8K- 10.2% |
$562K - $644K
|
104K
$7.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-12.1K- 8.3% |
$577K - $661K
|
134K
$9.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-16.3K- 4.55% |
$776K - $890K
|
341K
$23.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.1K- 3.39% |
$815K - $934K
|
487K
$33M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.2K- 27.02% |
$822K - $942K
|
46.5K
$3.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-18K- 3.36% |
$859K - $984K
|
517K
$35.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-18.7K- 15.5% |
$894K - $1.02M
|
102K
$6.92M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-20.3K- 3.55% |
$972K - $1.11M
|
552K
$37.5M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-22.3K- 33.95% |
$1.06M - $1.22M
|
43.4K
$2.94M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24.4K- 8.68% |
$1.16M - $1.33M
|
256K
$17.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-26.1K- 0.99% |
$1.25M - $1.43M
|
2.62M
$178M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-29.7K- 10.9% |
$1.42M - $1.62M
|
243K
$16.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-63.4K- 0.92% |
$3.03M - $3.47M
|
6.82M
$463M
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-75.8K- 83.18% |
$3.62M - $4.15M
|
15.3K
$1.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-136K- 99.99% |
$6.47M - $7.42M
|
20
$1.36K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-158K- 22.03% |
$7.55M - $8.65M
|
560K
$38M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-305K- 58.69% |
$14.6M - $16.7M
|
215K
$14.6M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.42M- 99.9% |
$211M - $242M
|
4.43K
$301K
|