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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.4K+ 9.47% |
$917K - $1.03M
|
167K
$10.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
14.1KNew |
$896K - $1M
|
14.1K
$907K
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
14KNew |
$892K - $998K
|
14K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13K+ 4.51% |
$829K - $928K
|
302K
$19.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
13KNew |
$828K - $927K
|
13K
$839K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13K+ 22.12% |
$825K - $923K
|
71.6K
$4.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
12.7K+ 41.43% |
$808K - $904K
|
43.4K
$2.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
12.1K+ 24.88% |
$770K - $861K
|
60.7K
$3.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.1KNew |
$767K - $858K
|
12.1K
$776K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12K+ 12.26% |
$760K - $850K
|
109K
$7.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9K+ 16.55% |
$756K - $846K
|
83.7K
$5.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
11.4K+ 13.46% |
$726K - $812K
|
96.2K
$6.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.2KNew |
$709K - $794K
|
11.2K
$719K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
11.1K+ 3.35% |
$707K - $792K
|
343K
$22.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
11.1K+ 4.08% |
$705K - $789K
|
283K
$18.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
11.1K+ 36.78% |
$704K - $787K
|
41.2K
$2.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
11.1K+ 62.48% |
$703K - $787K
|
28.8K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
11K+ 9.47% |
$701K - $784K
|
127K
$8.21M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
11K+ 3.1% |
$699K - $783K
|
366K
$23.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.9K+ 13.61% |
$691K - $773K
|
90.7K
$5.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 4.9% |
$678K - $758K
|
228K
$14.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.6KNew |
$675K - $756K
|
10.6K
$684K
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
10.4KNew |
$663K - $742K
|
10.4K
$671K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
10.2K+ 3.56% |
$652K - $729K
|
298K
$19.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
9.99K+ 131.75% |
$635K - $711K
|
17.6K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
9.67K+ 28.64% |
$615K - $688K
|
43.4K
$2.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.56K+ 11.18% |
$608K - $680K
|
95.1K
$6.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
9.47K+ 13.77% |
$602K - $674K
|
78.2K
$5.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
9.43K+ 3.47% |
$599K - $671K
|
281K
$18.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.13K+ 30.15% |
$580K - $650K
|
39.4K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.85K+ 66.9% |
$563K - $630K
|
22.1K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.74KNew |
$556K - $622K
|
8.74K
$563K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.49KNew |
$540K - $604K
|
8.49K
$547K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.33K+ 4.14% |
$530K - $593K
|
210K
$13.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
8.21KNew |
$522K - $584K
|
8.21K
$529K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
8.12K+ 3.39% |
$517K - $578K
|
248K
$16M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
7.98K+ 14.39% |
$507K - $567K
|
63.4K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.92KNew |
$504K - $564K
|
7.92K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.89K+ 6.76% |
$501K - $561K
|
125K
$8.02M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
7.88K+ 7.49% |
$501K - $560K
|
113K
$7.27M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7.84K+ 48.43% |
$498K - $558K
|
24K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
7.73K+ 5.08% |
$492K - $550K
|
160K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.6K+ 100.86% |
$483K - $541K
|
15.1K
$975K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
7.57KNew |
$481K - $539K
|
7.57K
$488K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
7.25K+ 23.63% |
$461K - $515K
|
37.9K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.06K+ 12.58% |
$449K - $502K
|
63.2K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.05K+ 4.34% |
$448K - $501K
|
170K
$10.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7.04K+ 265.07% |
$447K - $501K
|
9.69K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
6.63KNew |
$422K - $472K
|
6.63K
$427K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.47KNew |
$411K - $460K
|
6.47K
$417K
|