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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-724- 8.69% |
$35.4K - $43.8K
|
7.61K
$511K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-739- 17.68% |
$36.1K - $44.7K
|
3.44K
$231K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-761- 0.55% |
$37.2K - $46K
|
138K
$9.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-763- 14.93% |
$37.3K - $46.2K
|
4.35K
$292K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-778- 0.26% |
$38K - $47.1K
|
300K
$20.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-789- 4.85% |
$38.5K - $47.7K
|
15.5K
$1.04M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-806- 2.18% |
$39.4K - $48.8K
|
36.2K
$2.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-826- 6.36% |
$40.3K - $50K
|
12.2K
$816K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-850- 3.62% |
$41.5K - $51.4K
|
22.6K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-896- 9.96% |
$43.8K - $54.2K
|
8.1K
$543K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-900- 0.14% |
$43.9K - $54.5K
|
649K
$43.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-910- 13.73% |
$44.4K - $55.1K
|
5.72K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.04K- 8.14% |
$50.6K - $62.7K
|
11.7K
$784K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.17K- 0.87% |
$57K - $70.7K
|
134K
$8.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.17K- 25.77% |
$57.1K - $70.8K
|
3.37K
$226K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.21K- 11.58% |
$58.9K - $73K
|
9.21K
$618K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.21K- 16.7% |
$59.2K - $73.3K
|
6.05K
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.22K- 2.94% |
$59.7K - $74K
|
40.3K
$2.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.23K- 3.12% |
$59.9K - $74.2K
|
38K
$2.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.28K- 14.98% |
$62.3K - $77.2K
|
7.24K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 3.49% |
$62.4K - $77.3K
|
35.3K
$2.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.29K- 10.09% |
$63.1K - $78.2K
|
11.5K
$773K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.39K- 7.91% |
$67.6K - $83.8K
|
16.1K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.57K- 21.7% |
$76.6K - $94.9K
|
5.66K
$380K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.63K- 1.23% |
$79.3K - $98.3K
|
131K
$8.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.63K- 2.33% |
$79.7K - $98.8K
|
68.5K
$4.6M
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.69K- 2.24% |
$82.4K - $102K
|
73.7K
$4.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.73K- 1.57% |
$84.5K - $105K
|
108K
$7.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.85K- 4.83% |
$90.3K - $112K
|
36.4K
$2.45M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.94K- 21.62% |
$94.5K - $117K
|
7.02K
$471K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-1.94K- 3.32% |
$94.5K - $117K
|
56.4K
$3.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.96K- 1.25% |
$95.9K - $119K
|
155K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2.02K- 15.11% |
$98.6K - $122K
|
11.3K
$762K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.1K- 37.38% |
$102K - $127K
|
3.51K
$236K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.11K- 12.74% |
$103K - $128K
|
14.4K
$969K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.13K- 26.69% |
$104K - $129K
|
5.84K
$392K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.13K- 2.58% |
$104K - $129K
|
80.5K
$5.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-2.3K- 5.08% |
$112K - $139K
|
42.9K
$2.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.42K- 1.94% |
$118K - $147K
|
122K
$8.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.59K- 42.4% |
$126K - $156K
|
3.51K
$236K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.65K- 5.26% |
$129K - $160K
|
47.7K
$3.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.65K- 1.08% |
$129K - $160K
|
242K
$16.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-2.67K- 4.55% |
$130K - $162K
|
56K
$3.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-2.68K- 0.45% |
$131K - $162K
|
595K
$40M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.72K- 2.38% |
$133K - $164K
|
111K
$7.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.73K- 24.87% |
$133K - $165K
|
8.25K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-3.11K- 6.32% |
$152K - $188K
|
46.1K
$3.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-3.18K- 6.61% |
$155K - $192K
|
44.9K
$3.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.37K- 5.83% |
$165K - $204K
|
54.4K
$3.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.49K- 2.5% |
$171K - $211K
|
136K
$9.13M
|