Purchases and Sales Made in Q1 2023 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 2023. 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 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-8.42K- 1.63% |
$424K - $487K
|
508K
$33.9M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.88K- 8.1% |
$447K - $513K
|
101K
$6.72M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.92K- 2.42% |
$499K - $573K
|
400K
$26.7M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10K- 52.97% |
$505K - $580K
|
8.91K
$595K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 2.15% |
$527K - $605K
|
476K
$31.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-11.2K- 3.6% |
$565K - $648K
|
300K
$20M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-11.4K- 9.06% |
$574K - $659K
|
114K
$7.64M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.8K- 12.8% |
$643K - $739K
|
87K
$5.81M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.4K- 28.85% |
$675K - $775K
|
33.1K
$2.21M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.8K- 58.13% |
$998K - $1.15M
|
14.3K
$954K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-24.4K- 4.49% |
$1.23M - $1.41M
|
518K
$34.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-25.2K- 1.75% |
$1.27M - $1.45M
|
1.41M
$94.4M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29K- 57.44% |
$1.46M - $1.68M
|
21.5K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-36.2K- 2.32% |
$1.82M - $2.09M
|
1.52M
$102M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-46.8K- 0.69% |
$2.36M - $2.71M
|
6.77M
$452M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-48.1K- 14.1% |
$2.42M - $2.78M
|
293K
$19.6M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
SELL
|
- |
-51.3K- 49.77% |
$2.58M - $2.96M
|
51.8K
$3.46M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-71.5K- 95.34% |
$3.6M - $4.13M
|
3.5K
$233K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-74.7K- 35.46% |
$3.76M - $4.32M
|
136K
$9.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-78.5K- 29.6% |
$3.95M - $4.54M
|
187K
$12.5M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-94.8K- 70.99% |
$4.77M - $5.48M
|
38.7K
$2.59M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-132K- 26.55% |
$6.65M - $7.63M
|
365K
$24.4M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-137K- 1.48% |
$6.89M - $7.91M
|
9.12M
$609M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-159K- 94.0% |
$8.03M - $9.22M
|
10.2K
$680K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-193K- 78.26% |
$9.71M - $11.1M
|
53.5K
$3.58M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-195K- 86.77% |
$9.83M - $11.3M
|
29.8K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-242K- 95.09% |
$12.2M - $14M
|
12.5K
$833K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-383K- 60.4% |
$19.3M - $22.2M
|
251K
$16.8M
|