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
Apr 22, 2022 Q1 2022
Allworth Financial LP

SELL
 -
-673
- 0.59%
$36K - $40.9K
113K $7.56M
May 16, 2022 Q1 2022
Surevest, LLC

Los Angeles, CA
SELL
 -
-682
Closed
$36.5K - $41.5K
0 $0
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
SELL
 -
-699
- 3.68%
$37.4K - $42.5K
18.3K $1.22M
May 10, 2022 Q1 2022
Cladis Investment Advisory, LLC

Billings, MT
SELL
 -
-700
- 8.12%
$37.4K - $42.6K
7.92K $529K
Oct 08, 2024 Q1 2022
Cladis Investment Advisory, LLC

Billings, MT
SELL
 -
-700
- 8.12%
$37.4K - $42.6K
7.92K $529K
Apr 28, 2022 Q1 2022
Bay Colony Advisory Group, Inc D

SELL
 -
-716
- 15.58%
$38.3K - $43.5K
3.88K $259K
May 16, 2022 Q1 2022
Forum Financial Management, LP

Lombard, IL
SELL
 -
-758
- 0.66%
$40.5K - $46.1K
114K $7.62M
May 10, 2022 Q1 2022
New Square Capital LLC

SELL
 -
-792
Closed
$42.3K - $48.2K
0 $0
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

SELL
 -
-808
- 11.2%
$43.2K - $49.1K
6.41K $428K
May 12, 2022 Q1 2022
Smith Chas P & Associates Pa Cpas

SELL
 -
-847
- 5.74%
$45.3K - $51.5K
13.9K $929K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-881
- 13.03%
$47.1K - $53.6K
5.88K $393K
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-964
- 2.17%
$51.5K - $58.6K
43.5K $2.9M
Apr 18, 2022 Q1 2022
Wmg Financial Advisors, LLC

SELL
 -
-1K
- 14.71%
$53.5K - $60.8K
5.8K $387K
May 13, 2022 Q1 2022
Parkside Financial Bank & Trust

SELL
 -
-1.08K
- 11.78%
$57.9K - $65.9K
8.12K $542K
Apr 28, 2022 Q1 2022
Shanker Valleau Wealth Advisors, Inc.

SELL
 -
-1.13K
- 19.83%
$60.2K - $68.5K
4.56K $304K
May 11, 2022 Q1 2022
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-1.27K
Closed
$67.6K - $76.9K
0 $0
Apr 13, 2022 Q1 2022
Tiaa, Fsb

St. Louis, MO
SELL
 -
-1.28K
- 3.99%
$68.5K - $77.9K
30.8K $2.06M
Jun 07, 2022 Q1 2022
M Financial Asset Management, Inc.

Portland, OR
SELL
 -
-1.39K
- 2.1%
$74.2K - $84.4K
64.6K $4.31M
May 02, 2022 Q1 2022
Choreo, LLC

Minneapolis, MN
SELL
 -
-1.45K
- 0.26%
$77.4K - $88.1K
565K $37.8M
Apr 20, 2022 Q1 2022
Concord Wealth Partners

SELL
 -
-1.47K
Closed
$78.5K - $89.3K
0 $0
May 09, 2022 Q1 2022
Keb Asset Management, LLC

Springfield, IL
SELL
 -
-1.57K
- 1.15%
$84.1K - $95.7K
135K $9.05M
Apr 08, 2022 Q1 2022
Level Financial Advisors, Inc.

SELL
 -
-1.64K
Closed
$87.7K - $99.8K
0 $0
May 13, 2022 Q1 2022
Sei Investments CO

Oaks, PA
SELL
 -
-1.7K
- 12.04%
$90.6K - $103K
12.4K $827K
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-1.82K
Closed
$97.3K - $111K
0 $0
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-1.85K
- 33.26%
$99K - $113K
3.72K $248K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-1.99K
- 30.26%
$106K - $121K
4.58K $306K
Apr 14, 2022 Q1 2022
Capital Performance Advisors LLP

SELL
 -
-2.03K
- 1.44%
$109K - $123K
139K $9.3M
Apr 28, 2022 Q1 2022
Merriman Wealth Management, LLC

SELL
 -
-2.11K
- 14.54%
$113K - $128K
12.4K $829K
Apr 18, 2022 Q1 2022
Dopkins Wealth Management, LLC

SELL
 -
-2.25K
- 3.72%
$120K - $137K
58.3K $3.9M
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-2.37K
Closed
$127K - $144K
0 $0
Apr 15, 2022 Q1 2022
Baker Boyer National Bank

SELL
 -
-2.48K
- 3.29%
$133K - $151K
72.8K $4.86M
Apr 20, 2022 Q1 2022
Dixon Fnancial Services, Inc.

SELL
 -
-2.58K
- 0.42%
$138K - $157K
615K $41.1M
May 12, 2022 Q1 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
SELL
 -
-2.8K
- 31.8%
$150K - $170K
6K $401K
May 06, 2022 Q1 2022
Aspiriant, LLC

SELL
 -
-2.84K
- 2.29%
$152K - $173K
121K $8.08M
Apr 11, 2022 Q1 2022
Oakworth Capital, Inc.

SELL
 -
-3.07K
Closed
$164K - $187K
0 $0
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-3.12K
- 22.5%
$167K - $190K
10.8K $718K
May 12, 2022 Q1 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-3.21K
- 40.85%
$171K - $195K
4.64K $310K
May 03, 2022 Q1 2022
Heritage Investment Group, Inc.

SELL
 -
-3.22K
- 0.58%
$172K - $196K
548K $36.6M
Apr 22, 2022 Q1 2022
Wipfli Financial Advisors Llc,

SELL
 -
-3.43K
Closed
$183K - $209K
0 $0
Apr 18, 2022 Q1 2022
Pds Planning, Inc

SELL
 -
-3.53K
Closed
$189K - $215K
0 $0
May 09, 2022 Q1 2022
Avantax Planning Partners, Inc.

SELL
 -
-3.79K
Closed
$203K - $231K
0 $0
Apr 18, 2022 Q1 2022
North Crest Asset Manangement, LLC

SELL
 -
-3.88K
Closed
$207K - $236K
0 $0
Apr 18, 2022 Q1 2022
Cadence Bank Na

SELL
 -
-4.01K
Closed
$214K - $244K
0 $0
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

SELL
 -
-4.27K
Closed
$228K - $260K
0 $0
Apr 15, 2022 Q1 2022
Resolute Financial, LLC

SELL
 -
-4.37K
Closed
$234K - $266K
0 $0
May 10, 2022 Q1 2022
Western Wealth Management, LLC

SELL
 -
-4.39K
Closed
$234K - $267K
0 $0
May 13, 2022 Q1 2022
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-4.63K
Closed
$247K - $281K
0 $0
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-4.69K
Closed
$251K - $285K
0 $0
May 16, 2022 Q1 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-4.92K
Closed
$263K - $299K
0 $0

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