Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr U S Small C (DFAS)

DFAS Quotes by TradingView

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
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.72K
New
$109K - $123K
1.72K $111K
Feb 14, 2025 Q4 2024
Aptus Capital Advisors, LLC

BUY
 -
1.68K
+ 123.3%
$107K - $120K
3.05K $196K
Feb 07, 2025 Q4 2024
Cascade Financial Partners, LLC

San Diego, CA
BUY
 -
1.62K
+ 2.94%
$103K - $116K
56.8K $3.66M
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
1.56K
+ 0.37%
$99.1K - $111K
425K $27.3M
Feb 11, 2025 Q4 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
1.54K
+ 13.25%
$98K - $110K
13.2K $848K
Jan 28, 2025 Q4 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.44K
+ 16.04%
$91.2K - $102K
10.4K $669K
Jan 14, 2025 Q4 2024
Cordant, Inc.

Portland, OR
BUY
 -
1.43K
+ 2.14%
$90.6K - $101K
68.1K $4.39M
Feb 05, 2025 Q4 2024
Bouchey Financial Group LTD

BUY
 -
1.42K
+ 0.38%
$90K - $101K
378K $24.4M
Feb 14, 2025 Q4 2024
Studio Investment Management LLC

Chicago, IL
BUY
 -
1.41K
New
$89.8K - $100K
1.41K $90.9K
Jan 15, 2025 Q4 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.4K
+ 37.84%
$88.9K - $99.5K
5.1K $328K
Jan 23, 2025 Q4 2024
Powers Advisory Group, LLC

BUY
 -
1.36K
+ 9.42%
$86.7K - $97K
15.8K $1.02M
Jan 24, 2025 Q4 2024
Spire Wealth Management

BUY
 -
1.35K
+ 1.05%
$86K - $96.3K
130K $8.39M
Feb 14, 2025 Q4 2024
Integrated Wealth Concepts LLC

BUY
 -
1.35K
+ 7.01%
$85.8K - $96K
20.6K $1.33M
Jan 27, 2025 Q4 2024
Stratos Wealth Partners, Ltd.

BUY
 -
1.34K
+ 6.23%
$84.9K - $95K
22.8K $1.47M
Jan 31, 2025 Q4 2024
Signature Securities Group Corporation

BUY
 -
1.31K
+ 24.74%
$83.5K - $93.5K
6.63K $427K
Feb 13, 2025 Q4 2024
Ae Wealth Management LLC

BUY
 -
1.28K
New
$81.4K - $91.1K
1.28K $82.4K
Jan 23, 2025 Q4 2024
Stordahl Capital Management, Inc.

BUY
 -
1.27K
+ 0.19%
$80.4K - $90K
674K $43.4M
Feb 06, 2025 Q4 2024
Midwest Heritage Bank, Fsb

BUY
 -
1.26K
+ 0.77%
$79.8K - $89.3K
165K $10.6M
Jan 16, 2025 Q4 2024
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
1.14K
+ 1.02%
$72.4K - $81K
112K $7.23M
Feb 12, 2025 Q4 2024
Ark & Tlk Investments, LLC

Oklahoma City, OK
BUY
 -
1.12K
+ 11.03%
$71.5K - $80K
11.3K $729K
Jan 15, 2025 Q4 2024
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
1.12K
+ 2.73%
$71.3K - $79.8K
42.2K $2.72M
Jan 17, 2025 Q4 2024
Edge Financial Advisors LLC

Wheaton, IL
BUY
 -
1.11K
+ 7.15%
$70.7K - $79.1K
16.7K $1.07M
Jan 23, 2025 Q4 2024
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
1.1K
+ 6.04%
$69.9K - $78.3K
19.3K $1.24M
Feb 14, 2025 Q4 2024
Parvin Asset Management, LLC

Sioux Falls, SD
BUY
 -
1.1K
New
$69.9K - $78.3K
1.1K $70.8K
Feb 05, 2025 Q4 2024
Hanover Advisors Inc

Seneca, SC
BUY
 -
1.04K
+ 22.78%
$66.4K - $74.3K
5.63K $362K
Feb 13, 2025 Q4 2024
Bridge Generations Wealth Management LLC

South Miami, FL
BUY
 -
1.02K
New
$64.5K - $72.2K
1.02K $65.4K
Jan 22, 2025 Q4 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
980
+ 21.16%
$62.3K - $69.7K
5.61K $361K
Jan 24, 2025 Q4 2024
Resonant Capital Advisors, LLC

BUY
 -
966
+ 2.96%
$61.4K - $68.7K
33.6K $2.16M
Feb 14, 2025 Q4 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
958
+ 21.05%
$60.9K - $68.2K
5.51K $355K
Feb 12, 2025 Q4 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
945
+ 2.31%
$60.1K - $67.2K
41.9K $2.7M
Feb 13, 2025 Q4 2024
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
932
+ 14.22%
$59.3K - $66.3K
7.49K $482K
Jan 15, 2025 Q4 2024
True Wealth Advisors, LLC

BUY
 -
917
+ 10.14%
$58.3K - $65.2K
9.96K $641K
Feb 05, 2025 Q4 2024
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
913
+ 9.09%
$58K - $65K
11K $706K
Feb 14, 2025 Q4 2024
Betterment LLC

New York, NY
BUY
 -
880
+ 8.24%
$56K - $62.6K
11.6K $744K
Feb 18, 2025 Q4 2024
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
876
+ 21.09%
$55.7K - $62.3K
5.03K $324K
Feb 03, 2025 Q4 2024
Lutz Financial Services LLC

BUY
 -
854
+ 0.37%
$54.3K - $60.8K
230K $14.8M
Feb 14, 2025 Q4 2024
Urban Financial Advisory Corp

Chicago, IL
BUY
 -
839
New
$53.3K - $59.7K
839 $54K
Feb 13, 2025 Q4 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
835
+ 0.31%
$53.1K - $59.4K
270K $17.4M
Feb 14, 2025 Q4 2024
Ifg Advisory, LLC

BUY
 -
811
+ 6.0%
$51.6K - $57.7K
14.3K $923K
Feb 11, 2025 Q4 2024
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
804
+ 17.03%
$51.1K - $57.2K
5.53K $356K
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
800
+ 57.85%
$50.9K - $56.9K
2.18K $141K
Feb 05, 2025 Q4 2024
Us Bancorp \De\

BUY
 -
791
+ 5.76%
$50.3K - $56.3K
14.5K $936K
Feb 14, 2025 Q4 2024
Marshall & Sterling Wealth Advisors Inc.

Poughkeepsie, NY
BUY
 -
781
New
$49.7K - $55.6K
781 $50.3K
Feb 06, 2025 Q4 2024
Bcm Advisors, LLC

BUY
 -
767
+ 2.08%
$48.8K - $54.6K
37.6K $2.42M
Feb 13, 2025 Q4 2024
Envision Financial Planning, LLC

Memphis, TN
BUY
 -
749
+ 0.53%
$47.6K - $53.3K
142K $9.16M
Feb 14, 2025 Q4 2024
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
749
+ 0.94%
$47.6K - $53.3K
80.3K $5.17M
Feb 03, 2025 Q4 2024
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
745
+ 4.54%
$47.4K - $53K
17.1K $1.1M
Feb 14, 2025 Q4 2024
Eagle Strategies LLC

New York, NY
BUY
 -
737
+ 3.54%
$46.9K - $52.4K
21.6K $1.39M
Feb 07, 2025 Q4 2024
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
717
New
$45.6K - $51K
717 $46.2K

Track Institutional and Insider Activities on DFAS

Follow DIMENSIONAL ETF TR U S SMALL C and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DFAS shares.

Notify only if

Insider Trading

Get notified when an Dimensional ETF Tr U S Small C insider buys or sells DFAS shares.

Notify only if

News

Receive news related to DIMENSIONAL ETF TR U S SMALL C

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DFAS