Purchases and Sales Made in Q1 2022 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 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 03, 2022 Q1 2022
Bordeaux Wealth Advisors LLC

BUY
 -
18
+ 0.01%
$962 - $1.09K
127K $8.47M
May 11, 2022 Q1 2022
Efficient Advisors, LLC

BUY
 -
14
+ 0.35%
$748 - $851
4.06K $271K
May 12, 2022 Q1 2022
Citizens Financial Group Inc

BUY
 -
14
+ 0.13%
$748 - $851
10.4K $694K
May 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
12
+ 0.11%
$641 - $730
10.8K $721K
May 09, 2022 Q1 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
12
+ 0.13%
$641 - $730
9.02K $603K
May 11, 2022 Q1 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
10
+ 0.01%
$535 - $608
74.8K $5M
Apr 13, 2022 Q1 2022
Ellenbecker Investment Group

BUY
 -
9
+ 0.12%
$481 - $547
7.61K $508K
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

BUY
 -
5
+ 0.11%
$267 - $304
4.44K $296K
Apr 27, 2022 Q1 2022
American Financial Advisors, LLC

BUY
 -
5
+ 0.08%
$267 - $304
6.38K $426K
May 13, 2022 Q1 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
5
+ 0.13%
$267 - $304
3.89K $260K
May 12, 2022 Q1 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
4
+ 0.09%
$214 - $243
4.33K $289K
May 06, 2022 Q1 2022
Curi Wealth Management, LLC

BUY
 -
4
+ 0.15%
$214 - $243
2.67K $178K
Apr 25, 2022 Q1 2022
Private Ocean, LLC

BUY
 -
3
+ 0.01%
$160 - $182
47.9K $3.2M
Apr 08, 2022 Q1 2022
Acropolis Investment Management, LLC

BUY
 -
3
+ 0.1%
$160 - $182
3.02K $202K
Sep 07, 2023 Q1 2022
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
2
+ 0.04%
$107 - $122
4.55K $304K
Apr 21, 2022 Q1 2022
Cwa Asset Management Group, LLC

BUY
 -
2
+ 0.02%
$107 - $122
10.9K $728K
Apr 29, 2022 Q1 2022
Investment Advisory Group, LLC

BUY
 -
1
+ 0.0%
$53.5 - $60.8
29.6K $1.98M
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-2
- 0.19%
$107 - $122
1.03K $68.9K
Apr 29, 2022 Q1 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
SELL
 -
-2
- 0.23%
$107 - $122
854 $57K
May 13, 2022 Q1 2022
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-30
- 0.59%
$1.6K - $1.82K
5.05K $337K
May 13, 2022 Q1 2022
Assetmark, Inc

SELL
 -
-33
Closed
$1.76K - $2.01K
0 $0
Apr 28, 2022 Q1 2022
Newton One Investments LLC

SELL
 -
-75
- 3.18%
$4.01K - $4.56K
2.28K $152K
Aug 11, 2023 Q1 2022
Hill Investment Group Partners, LLC

St. Louis, MO
SELL
 -
-115
- 0.1%
$6.15K - $6.99K
110K $7.32M
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

SELL
 -
-132
- 11.66%
$7.06K - $8.03K
1K $66.8K
May 16, 2022 Q1 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-133
- 1.64%
$7.11K - $8.09K
7.97K $532K
May 02, 2022 Q1 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
SELL
 -
-135
- 0.36%
$7.22K - $8.21K
37.7K $2.52M
Apr 29, 2022 Q1 2022
Jnba Financial Advisors

SELL
 -
-145
- 55.56%
$7.75K - $8.82K
116 $7.75K
May 13, 2022 Q1 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-152
- 0.98%
$8.12K - $9.24K
15.4K $1.03M
Apr 26, 2022 Q1 2022
Baldrige Asset Management LLC

SELL
 -
-156
- 2.64%
$8.34K - $9.49K
5.75K $384K
Apr 14, 2022 Q1 2022
Pinnacle Bancorp, Inc.

SELL
 -
-199
- 1.11%
$10.6K - $12.1K
17.7K $1.18M
May 10, 2022 Q1 2022
Mai Capital Management

SELL
 -
-240
- 4.78%
$12.8K - $14.6K
4.79K $320K
Apr 21, 2022 Q1 2022
Asset Dedication, LLC

SELL
 -
-250
- 1.47%
$13.4K - $15.2K
16.8K $1.12M
May 09, 2022 Q1 2022
Triad Financial Advisors, Inc.

Greensboro, NC
SELL
 -
-255
- 4.89%
$13.6K - $15.5K
4.96K $331K
May 06, 2022 Q1 2022
Tortoise Investment Management, LLC

SELL
 -
-270
- 6.52%
$14.4K - $16.4K
3.87K $258K
Apr 07, 2022 Q1 2022
Vigilant Capital Management, LLC

SELL
 -
-279
- 25.86%
$14.9K - $17K
800 $53.4K
May 05, 2022 Q1 2022
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-303
- 2.26%
$16.2K - $18.4K
13.1K $875K
Apr 21, 2022 Q1 2022
Bayshore Asset Management, LLC

SELL
 -
-307
- 0.36%
$16.4K - $18.7K
84.1K $5.62M
May 11, 2022 Q1 2022
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-325
- 1.67%
$17.4K - $19.8K
19.2K $1.28M
May 11, 2022 Q1 2022
Lauterbach Financial Advisors, LLC

SELL
 -
-349
- 1.06%
$18.7K - $21.2K
32.6K $2.18M
Aug 01, 2022 Q1 2022
Awm Capital, LLC

SELL
 -
-362
- 3.96%
$19.3K - $22K
8.78K $587K
May 16, 2022 Q1 2022
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-363
- 1.7%
$19.4K - $22.1K
20.9K $1.4M
Apr 21, 2022 Q1 2022
Claris Advisors, LLC

SELL
 -
-372
- 0.36%
$19.9K - $22.6K
102K $6.81M
May 03, 2022 Q1 2022
Fin Trust Capital Advisors, LLC

SELL
 -
-389
Closed
$20.8K - $23.7K
0 $0
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-402
- 0.48%
$21.5K - $24.4K
82.7K $5.52M
Apr 25, 2022 Q1 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
SELL
 -
-408
- 9.46%
$21.8K - $24.8K
3.9K $261K
Apr 27, 2022 Q1 2022
Shearwater Capital LLC

SELL
 -
-416
- 1.17%
$22.2K - $25.3K
35.1K $2.34M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-423
- 0.63%
$22.6K - $25.7K
66.2K $4.42M
May 11, 2022 Q1 2022
Equius Partners, Inc.

SELL
 -
-485
- 0.69%
$25.9K - $29.5K
69.8K $4.66M
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-541
- 3.03%
$28.9K - $32.9K
17.3K $1.16M

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