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 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
224+ 0.43% |
$14.2K - $15.9K
|
52K
$3.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
220+ 0.89% |
$14K - $15.7K
|
25K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
195New |
$12.4K - $13.9K
|
195
$12.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
195+ 3.74% |
$12.4K - $13.9K
|
5.41K
$349K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
190+ 4.71% |
$12.1K - $13.5K
|
4.22K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
179+ 0.94% |
$11.4K - $12.7K
|
19.1K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
176+ 1.05% |
$11.2K - $12.5K
|
17K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
166New |
$10.6K - $11.8K
|
166
$10.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
166New |
$10.6K - $11.8K
|
166
$10.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
165+ 0.46% |
$10.5K - $11.7K
|
35.8K
$2.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
162New |
$10.3K - $11.5K
|
162
$10.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
157+ 0.54% |
$9.98K - $11.2K
|
29.3K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
140+ 2.7% |
$8.9K - $9.96K
|
5.33K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
124+ 0.23% |
$7.88K - $8.82K
|
54.1K
$3.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
113+ 2.04% |
$7.18K - $8.04K
|
5.65K
$364K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
101+ 2.12% |
$6.42K - $7.19K
|
4.87K
$313K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
101+ 3.09% |
$6.42K - $7.19K
|
3.37K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
101+ 34.83% |
$6.42K - $7.19K
|
391
$25.2K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
100+ 0.29% |
$6.36K - $7.12K
|
35.1K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$6.36K - $7.12K
|
100
$6.44K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
96+ 0.23% |
$6.1K - $6.83K
|
41.7K
$2.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
95+ 0.13% |
$6.04K - $6.76K
|
72.7K
$4.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
77+ 0.47% |
$4.9K - $5.48K
|
16.6K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
66+ 2.66% |
$4.2K - $4.7K
|
2.55K
$164K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
65+ 0.84% |
$4.13K - $4.62K
|
7.77K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
60+ 0.22% |
$3.81K - $4.27K
|
27.4K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
58+ 0.73% |
$3.69K - $4.13K
|
7.96K
$513K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
56New |
$3.56K - $3.98K
|
56
$3.61K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
52+ 0.28% |
$3.31K - $3.7K
|
18.9K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
49+ 0.05% |
$3.12K - $3.49K
|
105K
$6.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
41+ 0.22% |
$2.61K - $2.92K
|
18.4K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
40+ 0.23% |
$2.54K - $2.85K
|
17.3K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
40+ 0.07% |
$2.54K - $2.85K
|
59K
$3.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
38+ 0.27% |
$2.42K - $2.7K
|
14K
$898K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
30+ 0.28% |
$1.91K - $2.13K
|
10.7K
$690K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
28+ 0.1% |
$1.78K - $1.99K
|
28K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
28+ 0.2% |
$1.78K - $1.99K
|
14.3K
$920K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
26+ 0.27% |
$1.65K - $1.85K
|
9.56K
$616K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.23% |
$1.65K - $1.85K
|
11.4K
$735K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
21+ 0.19% |
$1.34K - $1.49K
|
11.1K
$713K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
19+ 0.04% |
$1.21K - $1.35K
|
51.5K
$3.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
19+ 0.28% |
$1.21K - $1.35K
|
6.79K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17+ 0.26% |
$1.08K - $1.21K
|
6.51K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17+ 0.3% |
$1.08K - $1.21K
|
5.63K
$363K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11+ 0.12% |
$699 - $783
|
9.27K
$597K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
11+ 0.21% |
$699 - $783
|
5.27K
$339K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
10+ 0.24% |
$636 - $712
|
4.22K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10+ 0.27% |
$636 - $712
|
3.72K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10+ 0.27% |
$636 - $712
|
3.67K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.28% |
$636 - $712
|
3.52K
$227K
|