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 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.59K- 6.04% |
$175K - $217K
|
55.9K
$3.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Peavine Capital, LLC
|
SELL
|
- |
-4.01K- 31.1% |
$196K - $243K
|
8.89K
$597K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-4.02K- 0.75% |
$196K - $243K
|
530K
$35.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.13K- 65.48% |
$201K - $250K
|
2.18K
$146K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4.58K- 6.73% |
$223K - $277K
|
63.5K
$4.26M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.59K- 17.23% |
$224K - $278K
|
22.1K
$1.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.3K- 6.05% |
$259K - $321K
|
82.4K
$5.53M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-5.45K- 2.97% |
$266K - $330K
|
178K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.47K- 9.93% |
$267K - $331K
|
49.7K
$3.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-5.71K- 1.18% |
$279K - $346K
|
477K
$32M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-5.82K- 24.46% |
$284K - $352K
|
18K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.84K- 0.43% |
$285K - $353K
|
1.37M
$91.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-5.93K- 6.4% |
$289K - $359K
|
86.7K
$5.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-5.99K- 21.47% |
$292K - $362K
|
21.9K
$1.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.95K- 13.01% |
$340K - $421K
|
46.5K
$3.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.56K- 2.89% |
$369K - $458K
|
254K
$17.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
SELL
|
- |
-7.67K- 3.84% |
$375K - $464K
|
192K
$12.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-7.94K- 14.54% |
$388K - $480K
|
46.7K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.27K- 9.0% |
$404K - $501K
|
83.6K
$5.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.86K- 2.37% |
$433K - $536K
|
366K
$24.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-8.87K- 4.72% |
$433K - $537K
|
179K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.36K- 60.15% |
$457K - $566K
|
6.2K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-9.48K- 6.94% |
$463K - $573K
|
127K
$8.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-10K- 2.01% |
$490K - $607K
|
490K
$32.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.2K- 13.08% |
$498K - $617K
|
67.7K
$4.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-15K- 45.81% |
$732K - $907K
|
17.7K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-17.7K- 3.67% |
$866K - $1.07M
|
466K
$31.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-17.9K- 70.55% |
$872K - $1.08M
|
7.45K
$500K
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-19K- 26.38% |
$926K - $1.15M
|
52.9K
$3.55M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-21.1K- 18.05% |
$1.03M - $1.27M
|
95.6K
$6.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.6K- 12.86% |
$1.25M - $1.55M
|
173K
$11.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-27K- 15.58% |
$1.32M - $1.63M
|
146K
$9.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-28.8K- 12.85% |
$1.4M - $1.74M
|
195K
$13.1M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-30KClosed |
$1.46M - $1.81M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-36.9K- 18.23% |
$1.8M - $2.23M
|
165K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-45.3K- 1.7% |
$2.21M - $2.74M
|
2.61M
$175M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-58.5K- 30.15% |
$2.86M - $3.54M
|
135K
$9.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-60K- 13.42% |
$2.93M - $3.63M
|
387K
$26M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-66.5K- 63.5% |
$3.25M - $4.03M
|
38.2K
$2.57M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-74.7K- 36.53% |
$3.65M - $4.52M
|
130K
$8.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-77.8K- 69.64% |
$3.8M - $4.71M
|
33.9K
$2.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-81.3K- 7.17% |
$3.97M - $4.92M
|
1.05M
$70.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-94.3K- 62.9% |
$4.61M - $5.71M
|
55.6K
$3.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-112K- 95.79% |
$5.47M - $6.78M
|
4.93K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-126K- 28.5% |
$6.15M - $7.63M
|
316K
$21.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-220K- 34.47% |
$10.7M - $13.3M
|
418K
$28M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-931K- 94.66% |
$45.5M - $56.3M
|
52.5K
$3.52M
|