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 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9+ 0.3% |
$572 - $640
|
3K
$193K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8+ 0.29% |
$509 - $569
|
2.77K
$178K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
8+ 0.1% |
$509 - $569
|
8.05K
$518K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
6+ 0.19% |
$381 - $427
|
3.11K
$200K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.11% |
$254 - $285
|
3.55K
$228K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4+ 0.11% |
$254 - $285
|
3.71K
$239K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 0.26% |
$254 - $285
|
1.55K
$99.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3+ 0.05% |
$191 - $213
|
6.13K
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3+ 0.06% |
$191 - $213
|
4.82K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3+ 0.02% |
$191 - $213
|
14.7K
$945K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2+ 0.06% |
$127 - $142
|
3.4K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2+ 0.04% |
$127 - $142
|
5.02K
$323K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$127 - $142
|
28.7K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
2+ 0.06% |
$127 - $142
|
3.54K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.44% |
$63.6 - $71.2
|
229
$14.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.01% |
$63.6 - $71.2
|
17.4K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$63.6 - $71.2
|
3.88K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.62% |
$63.6 - $71.2
|
163
$10.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1+ 0.02% |
$63.6 - $71.2
|
4.11K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-6- 0.09% |
$381 - $427
|
6.61K
$425K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-9- 0.08% |
$572 - $640
|
10.6K
$681K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-14- 0.11% |
$890 - $996
|
12.7K
$820K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-18- 1.05% |
$1.14K - $1.28K
|
1.69K
$109K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-21- 0.31% |
$1.34K - $1.49K
|
6.71K
$432K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-29- 7.23% |
$1.84K - $2.06K
|
372
$24K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-30- 0.47% |
$1.91K - $2.13K
|
6.35K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-42- 0.1% |
$2.67K - $2.99K
|
42.6K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-52- 2.35% |
$3.31K - $3.7K
|
2.16K
$139K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-59- 1.01% |
$3.75K - $4.2K
|
5.77K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-72- 42.11% |
$4.58K - $5.12K
|
99
$6.37K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-73- 1.45% |
$4.64K - $5.19K
|
4.98K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-76- 1.05% |
$4.83K - $5.41K
|
7.13K
$459K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-79- 1.52% |
$5.02K - $5.62K
|
5.11K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-80- 0.52% |
$5.09K - $5.69K
|
15.4K
$991K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-80- 0.6% |
$5.09K - $5.69K
|
13.2K
$850K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-91- 1.13% |
$5.79K - $6.47K
|
7.95K
$512K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-97- 0.33% |
$6.17K - $6.9K
|
29.3K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-103- 0.11% |
$6.55K - $7.33K
|
94.2K
$6.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-110- 0.27% |
$6.99K - $7.83K
|
40.1K
$2.58M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-114- 0.47% |
$7.25K - $8.11K
|
24K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-139- 0.66% |
$8.84K - $9.89K
|
20.9K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-146- 0.72% |
$9.28K - $10.4K
|
20.3K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-149- 7.12% |
$9.47K - $10.6K
|
1.95K
$125K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-154- 0.58% |
$9.79K - $11K
|
26.4K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-161- 0.81% |
$10.2K - $11.5K
|
19.8K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-163- 1.56% |
$10.4K - $11.6K
|
10.3K
$664K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-165- 0.38% |
$10.5K - $11.7K
|
43.2K
$2.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-170- 0.48% |
$10.8K - $12.1K
|
35.4K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-172- 4.24% |
$10.9K - $12.2K
|
3.89K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-179- 4.34% |
$11.4K - $12.7K
|
3.94K
$254K
|