Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.78K+ 7.96% |
$157K - $173K
|
37.6K
$2.51M
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
2.64K+ 21.28% |
$149K - $164K
|
15K
$1M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.64K+ 14644.44% |
$149K - $164K
|
2.65K
$177K
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
2.62K+ 2.83% |
$148K - $163K
|
95K
$6.34M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.56K+ 28.61% |
$145K - $160K
|
11.5K
$769K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.55K+ 37.19% |
$145K - $159K
|
9.42K
$629K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.46KNew |
$139K - $153K
|
2.46K
$164K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
2.43K+ 6.26% |
$138K - $152K
|
41.3K
$2.76M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.41K+ 2.05% |
$136K - $150K
|
120K
$8.02M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.4K+ 10.21% |
$136K - $149K
|
25.8K
$1.73M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
2.25K+ 1.98% |
$127K - $140K
|
116K
$7.72M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.06K+ 5.91% |
$117K - $128K
|
36.9K
$2.46M
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.01K+ 1.86% |
$114K - $125K
|
110K
$7.37M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.01K+ 2.44% |
$114K - $125K
|
84.4K
$5.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.01K+ 12.14% |
$114K - $125K
|
18.5K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
1.99K+ 3.35% |
$113K - $124K
|
61.4K
$4.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.97K+ 45.77% |
$111K - $122K
|
6.26K
$418K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.93K+ 2.46% |
$109K - $120K
|
80.4K
$5.37M
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.83K+ 1.06% |
$104K - $114K
|
174K
$11.6M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.82K+ 35.42% |
$103K - $113K
|
6.96K
$465K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.79K+ 1.37% |
$101K - $111K
|
133K
$8.85M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.74K+ 23.42% |
$98.4K - $108K
|
9.15K
$611K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.73K+ 10.63% |
$98.1K - $108K
|
18K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.73K+ 12.4% |
$98K - $108K
|
15.7K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.66KNew |
$94.3K - $104K
|
1.66K
$111K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.64K+ 4.66% |
$93.1K - $102K
|
37K
$2.47M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.61K+ 1.58% |
$91.3K - $100K
|
104K
$6.92M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.6K+ 13.67% |
$90.5K - $99.6K
|
13.3K
$887K
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.59K+ 9.61% |
$90K - $99K
|
18.1K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.57K+ 83.15% |
$89.2K - $98.1K
|
3.47K
$232K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.52K+ 8.63% |
$85.9K - $94.5K
|
19.1K
$1.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.47K+ 26.12% |
$83.4K - $91.8K
|
7.11K
$475K
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.44K+ 1.64% |
$81.8K - $90K
|
89.4K
$5.97M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.4K+ 2.04% |
$79.3K - $87.3K
|
69.9K
$4.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.34KNew |
$75.6K - $83.2K
|
1.34K
$89.2K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.31K+ 34.63% |
$74.4K - $81.9K
|
5.1K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.22K+ 0.44% |
$68.9K - $75.8K
|
275K
$18.4M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.21K+ 3.55% |
$68.3K - $75.1K
|
35.1K
$2.35M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.2K+ 31.65% |
$68K - $74.8K
|
4.99K
$333K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.19K+ 6.61% |
$67.3K - $74.1K
|
19.2K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.14K+ 2.3% |
$64.7K - $71.2K
|
50.8K
$3.39M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.14K+ 10.15% |
$64.5K - $70.9K
|
12.3K
$825K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.11KNew |
$62.8K - $69.1K
|
1.11K
$74.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.08KNew |
$61.4K - $67.5K
|
1.08K
$72.3K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.08K+ 2.26% |
$61.2K - $67.4K
|
48.8K
$3.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.02K+ 1.22% |
$58K - $63.8K
|
84.7K
$5.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
969+ 2.54% |
$54.9K - $60.4K
|
39.1K
$2.61M
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
948+ 0.53% |
$53.7K - $59.1K
|
179K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
945New |
$53.5K - $58.9K
|
945
$63.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
941+ 0.97% |
$53.3K - $58.7K
|
98.2K
$6.56M
|