Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.93M+ 275.84% |
$143M - $177M
|
3.99M
$259M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.97MNew |
$96M - $119M
|
1.97M
$128M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.37M+ 1590.85% |
$66.7M - $82.7M
|
1.45M
$94.4M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
950KNew |
$46.4M - $57.5M
|
950K
$61.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
910K+ 9.3% |
$44.4M - $55.1M
|
10.7M
$695M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
723KNew |
$35.3M - $43.8M
|
723K
$47M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
588K+ 32.95% |
$28.7M - $35.6M
|
2.37M
$154M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
410KNew |
$20M - $24.8M
|
410K
$26.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
400K+ 7.13% |
$19.5M - $24.2M
|
6.01M
$391M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
307KNew |
$15M - $18.5M
|
307K
$19.9M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
266KNew |
$13M - $16.1M
|
266K
$17.3M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
264KNew |
$12.9M - $16M
|
264K
$17.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
257K+ 16682.43% |
$12.6M - $15.6M
|
259K
$16.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
248K+ 81.46% |
$12.1M - $15M
|
553K
$36M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
234K+ 20.66% |
$11.4M - $14.1M
|
1.36M
$88.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
BUY
|
- |
217K+ 28.91% |
$10.6M - $13.1M
|
968K
$62.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
209K+ 58.42% |
$10.2M - $12.7M
|
568K
$36.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
206K+ 101.98% |
$10.1M - $12.5M
|
408K
$26.5M
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
205KNew |
$9.99M - $12.4M
|
205K
$13.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
198KNew |
$9.68M - $12M
|
198K
$12.9M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
185K+ 28.1% |
$9.04M - $11.2M
|
844K
$54.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
169K+ 54.44% |
$8.28M - $10.3M
|
481K
$31.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
160K+ 18.46% |
$7.82M - $9.69M
|
1.03M
$66.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
159K+ 93.59% |
$7.78M - $9.64M
|
330K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
130K+ 670.7% |
$6.35M - $7.87M
|
149K
$9.72M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
129KNew |
$6.32M - $7.83M
|
129K
$8.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
125KNew |
$6.1M - $7.56M
|
125K
$8.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
119K+ 115.92% |
$5.83M - $7.23M
|
223K
$14.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
118KNew |
$5.74M - $7.12M
|
118K
$7.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
115KNew |
$5.61M - $6.96M
|
115K
$7.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
104KNew |
$5.06M - $6.27M
|
104K
$6.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
97.3KNew |
$4.75M - $5.89M
|
97.3K
$6.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
88.6K+ 20.09% |
$4.33M - $5.36M
|
530K
$34.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
85.2K+ 33.57% |
$4.16M - $5.16M
|
339K
$22M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
69K+ 3.06% |
$3.37M - $4.17M
|
2.33M
$151M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
67.2KNew |
$3.28M - $4.06M
|
67.2K
$4.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
66.9K+ 9.93% |
$3.26M - $4.05M
|
740K
$48.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
66.6K+ 791.13% |
$3.25M - $4.03M
|
75K
$4.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
66.4K+ 63.41% |
$3.24M - $4.02M
|
171K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
63.5K+ 0.94% |
$3.1M - $3.84M
|
6.82M
$443M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
61.8KNew |
$3.02M - $3.74M
|
61.8K
$4.01M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59.9K+ 58.7% |
$2.92M - $3.62M
|
162K
$10.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
59.4KNew |
$2.9M - $3.59M
|
59.4K
$3.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.4K+ 22.27% |
$2.9M - $3.59M
|
326K
$21.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
58.4KNew |
$2.85M - $3.54M
|
58.4K
$3.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
56.1K+ 41.64% |
$2.74M - $3.39M
|
191K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
55.2K+ 2.69% |
$2.7M - $3.34M
|
2.1M
$137M
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
53.7KNew |
$2.62M - $3.25M
|
53.7K
$3.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
52.8KNew |
$2.58M - $3.2M
|
52.8K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
51.2KNew |
$2.5M - $3.1M
|
51.2K
$3.33M
|