Purchases and Sales Made in Q4 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.03M+ 18.13% |
$129M - $145M
|
13.2M
$853M
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
714K+ 3665.73% |
$45.4M - $50.8M
|
733K
$47.2M
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
568K+ 589.43% |
$36.1M - $40.4M
|
665K
$42.8M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
557KNew |
$35.4M - $39.6M
|
557K
$35.9M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
537KNew |
$34.1M - $38.2M
|
537K
$34.5M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
521K+ 7.44% |
$33.1M - $37.1M
|
7.52M
$484M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
450K+ 7076.33% |
$28.6M - $32M
|
456K
$29.4M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
350K+ 34.31% |
$22.2M - $24.9M
|
1.37M
$88.1M
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
297K+ 187.02% |
$18.9M - $21.1M
|
455K
$29.3M
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
264K+ 5283.58% |
$16.8M - $18.8M
|
269K
$17.3M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
259K+ 5.27% |
$16.5M - $18.4M
|
5.17M
$333M
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
256KNew |
$16.3M - $18.2M
|
256K
$16.5M
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
255KNew |
$16.2M - $18.1M
|
255K
$16.4M
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
233KNew |
$14.8M - $16.6M
|
233K
$15M
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
224KNew |
$14.2M - $15.9M
|
224K
$14.4M
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
214KNew |
$13.6M - $15.2M
|
214K
$13.8M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
203K+ 8.57% |
$12.9M - $14.4M
|
2.57M
$166M
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
166KNew |
$10.6M - $11.8M
|
166K
$10.7M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
163K+ 40.91% |
$10.4M - $11.6M
|
563K
$36.2M
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
159KNew |
$10.1M - $11.3M
|
159K
$10.2M
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
144KNew |
$9.16M - $10.2M
|
144K
$9.27M
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
136KNew |
$8.67M - $9.7M
|
136K
$8.78M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
136KNew |
$8.65M - $9.68M
|
136K
$8.76M
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
132KNew |
$8.37M - $9.37M
|
132K
$8.48M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
126K+ 34.51% |
$7.99M - $8.94M
|
490K
$31.5M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 16.28% |
$7.73M - $8.65M
|
868K
$55.9M
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
120K+ 20.02% |
$7.62M - $8.53M
|
719K
$46.3M
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
120K+ 15.5% |
$7.62M - $8.53M
|
893K
$57.5M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
115K+ 1105.56% |
$7.29M - $8.16M
|
125K
$8.05M
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
102KNew |
$6.51M - $7.29M
|
102K
$6.6M
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
97.1K+ 12.89% |
$6.17M - $6.91M
|
851K
$54.8M
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
94.9K+ 42.71% |
$6.04M - $6.75M
|
317K
$20.4M
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
91.3KNew |
$5.8M - $6.49M
|
91.3K
$5.88M
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
90.3KNew |
$5.74M - $6.43M
|
90.3K
$5.82M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
86.5K+ 12.75% |
$5.5M - $6.15M
|
765K
$49.3M
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
85.3KNew |
$5.42M - $6.07M
|
85.3K
$5.49M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
83.1K+ 5.07% |
$5.28M - $5.91M
|
1.72M
$111M
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
79.7KNew |
$5.07M - $5.67M
|
79.7K
$5.13M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
73.1K+ 7.15% |
$4.65M - $5.2M
|
1.1M
$70.5M
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
71.4KNew |
$4.54M - $5.08M
|
71.4K
$4.6M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70.1K+ 11.63% |
$4.46M - $4.99M
|
673K
$43.3M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
66.6K+ 101.09% |
$4.24M - $4.74M
|
133K
$8.53M
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
61.9KNew |
$3.94M - $4.41M
|
61.9K
$3.99M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
58.4K+ 5.81% |
$3.72M - $4.16M
|
1.06M
$68.5M
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
57.8K+ 5.98% |
$3.68M - $4.12M
|
1.02M
$66M
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
56.6KNew |
$3.6M - $4.03M
|
56.6K
$3.64M
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
50.5KNew |
$3.21M - $3.6M
|
50.5K
$3.25M
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
49.7K+ 35.23% |
$3.16M - $3.54M
|
191K
$12.3M
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
49.3K+ 2.1% |
$3.14M - $3.51M
|
2.4M
$155M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.1K+ 7.06% |
$3.12M - $3.49M
|
745K
$47.9M
|