Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
16.5KNew |
$880K - $1M
|
16.5K
$1.1M
|
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
16.4KNew |
$875K - $996K
|
16.4K
$1.09M
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
16K+ 130.86% |
$856K - $974K
|
28.3K
$1.89M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
15KNew |
$801K - $912K
|
15K
$1M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
14.7KNew |
$785K - $894K
|
14.7K
$981K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.3K+ 359.95% |
$766K - $872K
|
18.3K
$1.22M
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
13KNew |
$693K - $788K
|
13K
$866K
|
|
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
13K+ 9.97% |
$692K - $788K
|
143K
$9.54M
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
12.9K+ 5.96% |
$687K - $782K
|
229K
$15.3M
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12.4K+ 15.83% |
$662K - $753K
|
90.6K
$6.05M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.2KNew |
$650K - $740K
|
12.2K
$813K
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11.8K+ 261.55% |
$629K - $715K
|
16.3K
$1.09M
|
|
|
May 10, 2022
Q1 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
11.3K+ 13.81% |
$605K - $688K
|
93.2K
$6.23M
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.1K+ 5.06% |
$596K - $678K
|
232K
$15.5M
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
11K+ 1.61% |
$590K - $672K
|
698K
$46.6M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 3.18% |
$563K - $641K
|
342K
$22.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
9.21K+ 23.24% |
$492K - $560K
|
48.8K
$3.26M
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
9.06K+ 0.58% |
$484K - $551K
|
1.57M
$105M
|
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
9.05K+ 5.88% |
$484K - $551K
|
163K
$10.9M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.67KNew |
$463K - $527K
|
8.67K
$579K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.82KNew |
$418K - $476K
|
7.82K
$522K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.76KNew |
$415K - $472K
|
7.76K
$518K
|
|
|
Apr 21, 2022
Q1 2022
|
Rs Crum Inc.
|
BUY
|
- |
7.47K+ 9.23% |
$399K - $454K
|
88.4K
$5.9M
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.36K+ 37.09% |
$393K - $447K
|
27.2K
$1.82M
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
7.12K+ 36.97% |
$380K - $433K
|
26.4K
$1.76M
|
|
|
Apr 27, 2022
Q1 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
7.07K+ 2.83% |
$378K - $430K
|
257K
$17.1M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.07K+ 10.27% |
$378K - $430K
|
75.9K
$5.07M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.05K+ 2.55% |
$377K - $429K
|
284K
$19M
|
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
7.03K+ 1.13% |
$376K - $428K
|
627K
$41.9M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.61KNew |
$353K - $402K
|
6.61K
$441K
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.42KNew |
$343K - $390K
|
6.42K
$429K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
6.2KNew |
$332K - $377K
|
6.2K
$414K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
6.04KNew |
$323K - $367K
|
6.04K
$403K
|
|
|
Apr 29, 2022
Q1 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.99KNew |
$320K - $364K
|
5.99K
$400K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.62KNew |
$300K - $342K
|
5.62K
$375K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.35KNew |
$286K - $325K
|
5.35K
$357K
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4.75K+ 10.21% |
$254K - $289K
|
51.3K
$3.43M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.73K+ 60.26% |
$253K - $288K
|
12.6K
$840K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4.47KNew |
$239K - $272K
|
4.47K
$298K
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
4.47KNew |
$239K - $272K
|
4.47K
$298K
|
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
4.43K+ 10.17% |
$237K - $269K
|
48K
$3.21M
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.4K+ 20.51% |
$235K - $267K
|
25.8K
$1.72M
|
|
|
May 12, 2022
Q1 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
4.33K+ 1.48% |
$231K - $263K
|
298K
$19.9M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.19KNew |
$224K - $255K
|
4.19K
$280K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.13K+ 134.85% |
$221K - $251K
|
7.2K
$481K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.02K+ 15.17% |
$215K - $244K
|
30.5K
$2.04M
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
BUY
|
- |
3.9K+ 2.64% |
$208K - $237K
|
152K
$10.1M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.51K+ 30.83% |
$187K - $213K
|
14.9K
$994K
|
|
|
Apr 19, 2022
Q1 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
3.36K+ 57.23% |
$179K - $204K
|
9.23K
$616K
|
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.3KNew |
$177K - $201K
|
3.3K
$221K
|