Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.45K- 14.07% |
$141K - $153K
|
15K
$999K
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.56K- 1.62% |
$147K - $160K
|
155K
$10.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.69K- 0.98% |
$155K - $168K
|
272K
$18.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.74K- 20.39% |
$158K - $171K
|
10.7K
$716K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-2.84K- 0.78% |
$163K - $177K
|
360K
$24.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-2.87K- 0.49% |
$165K - $179K
|
588K
$39.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.94K- 29.07% |
$169K - $184K
|
7.18K
$480K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3K- 8.72% |
$172K - $187K
|
31.4K
$2.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-3.11K- 5.34% |
$179K - $194K
|
55.2K
$3.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.17K- 24.86% |
$182K - $197K
|
9.57K
$639K
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3.36K- 2.73% |
$193K - $210K
|
120K
$8M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.39K- 0.56% |
$194K - $211K
|
598K
$39.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.39K- 4.27% |
$195K - $211K
|
75.9K
$5.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.49K- 11.93% |
$200K - $217K
|
25.7K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.55K- 9.28% |
$204K - $221K
|
34.7K
$2.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.61K- 50.53% |
$207K - $225K
|
3.53K
$236K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-3.63K- 11.21% |
$209K - $227K
|
28.8K
$1.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-3.74K- 18.11% |
$215K - $233K
|
16.9K
$1.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.8K- 2.49% |
$218K - $237K
|
149K
$9.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-4.25K- 9.68% |
$244K - $265K
|
39.6K
$2.65M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-4.53K- 11.91% |
$260K - $282K
|
33.5K
$2.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.7K- 0.62% |
$270K - $293K
|
754K
$50.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-4.94K- 4.14% |
$283K - $308K
|
114K
$7.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.36K- 52.71% |
$308K - $334K
|
4.81K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-5.4K- 12.23% |
$310K - $337K
|
38.8K
$2.59M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.65K- 4.02% |
$324K - $352K
|
135K
$9M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.67K- 35.36% |
$326K - $354K
|
10.4K
$693K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5.75K- 97.99% |
$330K - $359K
|
118
$7.88K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-6.2K- 55.05% |
$356K - $386K
|
5.06K
$338K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6.74K- 4.96% |
$387K - $420K
|
129K
$8.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-6.79K- 1.41% |
$390K - $424K
|
476K
$31.8M
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-7.83K- 44.96% |
$450K - $489K
|
9.59K
$641K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-8.03K- 92.7% |
$461K - $501K
|
632
$42.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.09K- 35.95% |
$465K - $505K
|
14.4K
$963K
|
|
|
Aug 14, 2024
Q2 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-8.59K- 53.23% |
$493K - $536K
|
7.55K
$504K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.66K- 2.58% |
$555K - $602K
|
365K
$24.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-11.1K- 2.12% |
$638K - $693K
|
512K
$34.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-13.9K- 27.26% |
$795K - $864K
|
37K
$2.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-14.3K- 8.41% |
$820K - $891K
|
156K
$10.4M
|
|
|
Aug 07, 2024
Q2 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-14.4K- 18.06% |
$827K - $899K
|
65.4K
$4.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-14.5K- 0.98% |
$834K - $906K
|
1.46M
$97.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-14.6K- 6.35% |
$839K - $911K
|
216K
$14.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.8K- 0.62% |
$849K - $922K
|
2.37M
$158M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-15K- 31.61% |
$863K - $937K
|
32.5K
$2.17M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.2K- 7.82% |
$871K - $947K
|
179K
$11.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-16K- 46.7% |
$920K - $999K
|
18.3K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.9K- 6.7% |
$968K - $1.05M
|
235K
$15.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-19.2K- 17.59% |
$1.1M - $1.2M
|
89.8K
$6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20K- 57.28% |
$1.15M - $1.25M
|
14.9K
$996K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-24.6K- 73.57% |
$1.41M - $1.53M
|
8.83K
$590K
|