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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
714+ 3.59% |
$45.4K - $50.8K
|
20.6K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
703+ 16.52% |
$44.7K - $50K
|
4.96K
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
686+ 7.14% |
$43.6K - $48.8K
|
10.3K
$663K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
685+ 1.2% |
$43.6K - $48.7K
|
57.8K
$3.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
683+ 5.29% |
$43.4K - $48.6K
|
13.6K
$876K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
665+ 3.78% |
$42.3K - $47.3K
|
18.3K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
662+ 6.84% |
$42.1K - $47.1K
|
10.3K
$666K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
660+ 1.03% |
$42K - $47K
|
64.5K
$4.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
642+ 2.08% |
$40.8K - $45.7K
|
31.6K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
624+ 0.33% |
$39.7K - $44.4K
|
190K
$12.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
618+ 8.69% |
$39.3K - $44K
|
7.73K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
550New |
$35K - $39.1K
|
550
$35.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
547+ 8.88% |
$34.8K - $38.9K
|
6.71K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
538+ 1.17% |
$34.2K - $38.3K
|
46.6K
$3M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
513+ 2.43% |
$32.6K - $36.5K
|
21.7K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
512+ 2.01% |
$32.6K - $36.4K
|
25.9K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
510+ 10.08% |
$32.4K - $36.3K
|
5.57K
$359K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
502+ 2.32% |
$31.9K - $35.7K
|
22.2K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
498+ 1.03% |
$31.7K - $35.4K
|
48.8K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
497+ 2.17% |
$31.6K - $35.4K
|
23.4K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
495+ 2.98% |
$31.5K - $35.2K
|
17.1K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
494+ 3.92% |
$31.4K - $35.1K
|
13.1K
$843K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
484+ 4.14% |
$30.8K - $34.4K
|
12.2K
$783K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
440New |
$28K - $31.3K
|
440
$28.3K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
429+ 0.71% |
$27.3K - $30.5K
|
60.7K
$3.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
415+ 6.64% |
$26.4K - $29.5K
|
6.66K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
408New |
$25.9K - $29K
|
408
$26.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
406+ 0.24% |
$25.8K - $28.9K
|
166K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
404+ 139.79% |
$25.7K - $28.7K
|
693
$44.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
390+ 2.34% |
$24.8K - $27.7K
|
17K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
387New |
$24.6K - $27.5K
|
387
$24.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
387+ 13.56% |
$24.6K - $27.5K
|
3.24K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
385+ 0.64% |
$24.5K - $27.4K
|
60.9K
$3.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
383+ 6.12% |
$24.4K - $27.3K
|
6.64K
$428K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
373+ 8.2% |
$23.7K - $26.5K
|
4.92K
$317K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
370+ 5.49% |
$23.5K - $26.3K
|
7.11K
$458K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
358+ 3.71% |
$22.8K - $25.5K
|
10K
$644K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
323+ 3.49% |
$20.5K - $23K
|
9.57K
$616K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
314+ 0.63% |
$20K - $22.3K
|
50K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
304+ 6.47% |
$19.3K - $21.6K
|
5K
$322K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
300+ 2.8% |
$19.1K - $21.3K
|
11K
$709K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
294+ 0.33% |
$18.7K - $20.9K
|
90K
$5.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
256+ 6.42% |
$16.3K - $18.2K
|
4.25K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
253+ 0.51% |
$16.1K - $18K
|
49.7K
$3.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
250+ 0.55% |
$15.9K - $17.8K
|
45.9K
$2.96M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
247New |
$15.7K - $17.6K
|
247
$15.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
246+ 176.98% |
$15.6K - $17.5K
|
385
$24.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
245+ 2.7% |
$15.6K - $17.4K
|
9.32K
$600K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
230+ 1.64% |
$14.6K - $16.4K
|
14.2K
$916K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
226+ 1.41% |
$14.4K - $16.1K
|
16.3K
$1.05M
|