Purchases and Sales Made in Q2 2023 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 Q2 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
Aug 07, 2023 Q2 2023
Mc Ilrath & Eck, LLC

BUY
 -
3.49K
New
$174K - $191K
3.49K $233K
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
3.48K
+ 9.84%
$173K - $191K
38.8K $2.59M
Jul 26, 2023 Q2 2023
Midwest Heritage Bank, Fsb

BUY
 -
3.4K
+ 2.49%
$170K - $186K
140K $9.37M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
3.21K
+ 1.74%
$160K - $176K
187K $12.5M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
3.16K
+ 34.99%
$158K - $173K
12.2K $814K
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
2.86K
+ 6.54%
$143K - $157K
46.6K $3.11M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.83K
+ 13.29%
$141K - $155K
24.2K $1.61M
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
2.77K
+ 56.0%
$138K - $152K
7.71K $515K
Jul 17, 2023 Q2 2023
Bromfield Sneider Wealth Advisors

BUY
 -
2.58K
+ 30.19%
$129K - $142K
11.1K $744K
Jul 17, 2023 Q2 2023
Investment Advisory Group, LLC

BUY
 -
2.58K
+ 6.81%
$129K - $141K
40.5K $2.7M
Jul 17, 2023 Q2 2023
Retirement Guys Formula LLC

BUY
 -
2.24K
+ 8.3%
$112K - $123K
29.2K $1.95M
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

BUY
 -
2.13K
+ 0.49%
$106K - $116K
438K $29.3M
Jul 31, 2023 Q2 2023
True Wealth Advisors, LLC

BUY
 -
2.1K
+ 46.43%
$104K - $115K
6.61K $441K
Jul 25, 2023 Q2 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
2.01K
+ 42.44%
$100K - $110K
6.74K $450K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.98K
+ 5.0%
$98.5K - $108K
41.5K $2.77M
Jul 19, 2023 Q2 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
1.91K
+ 2.75%
$95.1K - $105K
71.3K $4.76M
Aug 14, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
1.9K
+ 46.06%
$94.8K - $104K
6.03K $403K
Aug 11, 2023 Q2 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
1.89K
+ 10.32%
$94.3K - $104K
20.2K $1.35M
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
1.88K
+ 13.85%
$93.8K - $103K
15.5K $1.03M
Jan 28, 2025 Q2 2023
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
1.87K
+ 6.53%
$93K - $102K
30.4K $2.03M
Jul 28, 2023 Q2 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
1.85K
+ 19.48%
$92.3K - $101K
11.4K $758K
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
1.76K
+ 9.48%
$87.9K - $96.6K
20.4K $1.36M
Jul 10, 2023 Q2 2023
Mc Lean Asset Management Corp

BUY
 -
1.71K
+ 0.58%
$85.4K - $93.9K
295K $19.7M
Aug 04, 2023 Q2 2023
Andrews, Lucia Wealth Management LLC

BUY
 -
1.68K
+ 1.98%
$83.5K - $91.8K
86.4K $5.77M
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
1.63K
+ 28.39%
$81K - $89.1K
7.35K $491K
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
1.61K
+ 0.27%
$80.1K - $88.1K
605K $40.4M
Aug 10, 2023 Q2 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
1.55K
+ 4.11%
$77.3K - $84.9K
39.2K $2.62M
May 01, 2024 Q2 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
1.55K
+ 4.11%
$77.3K - $84.9K
39.2K $2.62M
Aug 14, 2023 Q2 2023
Disciplined Equity Management, Inc.

BUY
 -
1.54K
+ 0.57%
$76.8K - $84.4K
271K $18.1M
Aug 07, 2023 Q2 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
1.53K
+ 3.35%
$76.4K - $84K
47.3K $3.16M
Jul 24, 2023 Q2 2023
Whittier Trust CO

BUY
 -
1.52K
+ 1.58%
$75.5K - $83K
97.6K $6.52M
Aug 02, 2023 Q2 2023
Eagle Strategies LLC

New York, NY
BUY
 -
1.52K
+ 13.85%
$75.5K - $83K
12.5K $832K
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
1.48K
New
$73.8K - $81.1K
1.48K $98.8K
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

BUY
 -
1.41K
+ 68.58%
$70.3K - $77.3K
3.47K $231K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.22K
+ 4.72%
$60.9K - $66.9K
27.1K $1.81M
Aug 10, 2023 Q2 2023
First Western Trust Bank

Denver, CO
BUY
 -
1.18K
+ 1.69%
$58.9K - $64.7K
71K $4.74M
Jul 12, 2023 Q2 2023
Platform Technology Partners

BUY
 -
1.16K
+ 6.84%
$57.7K - $63.4K
18.1K $1.21M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.15K
+ 0.73%
$57.4K - $63.1K
159K $10.6M
Jul 13, 2023 Q2 2023
Waypoint Capital Advisors, LLC

BUY
 -
1.13K
+ 22.61%
$56.1K - $61.7K
6.1K $407K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
1.12K
+ 3.29%
$55.8K - $61.3K
35.2K $2.35M
Aug 14, 2023 Q2 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
1.02K
New
$51K - $56.1K
1.02K $68.4K
Jul 25, 2023 Q2 2023
Dbk Financial Counsel, LLC

BUY
 -
990
+ 5.03%
$49.4K - $54.3K
20.7K $1.38M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
903
New
$45K - $49.5K
903 $60.3K
Jul 11, 2023 Q2 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
858
+ 18.39%
$42.8K - $47K
5.52K $369K
Jul 10, 2023 Q2 2023
Quent Capital, LLC

BUY
 -
827
+ 444.62%
$41.2K - $45.3K
1.01K $67.7K
Jun 14, 2024 Q2 2023
Quent Capital, LLC

BUY
 -
827
+ 444.62%
$41.2K - $45.3K
1.01K $67.7K
Aug 14, 2023 Q2 2023
Investmark Advisory Group LLC

BUY
 -
820
+ 1.3%
$40.9K - $44.9K
63.9K $4.27M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
810
+ 17.04%
$40.4K - $44.4K
5.56K $372K
Jul 24, 2023 Q2 2023
Bka Wealth Consulting, Inc.

BUY
 -
794
+ 11.96%
$39.6K - $43.5K
7.43K $496K

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