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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.8K+ 13.98% |
$1.48M - $1.61M
|
211K
$14.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
25.6K+ 41.71% |
$1.47M - $1.6M
|
87K
$5.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
25.4KNew |
$1.46M - $1.58M
|
25.4K
$1.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
25.3K+ 2.57% |
$1.45M - $1.58M
|
1.01M
$67.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24K+ 2.49% |
$1.38M - $1.5M
|
989K
$66M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24K+ 46.15% |
$1.38M - $1.5M
|
76.1K
$5.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
23.7K+ 7.65% |
$1.36M - $1.48M
|
333K
$22.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
23.6K+ 3.42% |
$1.36M - $1.47M
|
714K
$47.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23.3K+ 504.4% |
$1.34M - $1.45M
|
27.9K
$1.86M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
22.9K+ 75.2% |
$1.32M - $1.43M
|
53.4K
$3.57M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
22.3K+ 2.47% |
$1.28M - $1.39M
|
926K
$61.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
22.2K+ 6.85% |
$1.28M - $1.39M
|
347K
$23.1M
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
21.5K+ 37.1% |
$1.24M - $1.34M
|
79.5K
$5.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
BUY
|
- |
20.8K+ 48.18% |
$1.19M - $1.3M
|
63.9K
$4.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
20.5K+ 17.49% |
$1.18M - $1.28M
|
137K
$9.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
20.3K+ 7.23% |
$1.17M - $1.27M
|
301K
$20.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
19.1KNew |
$1.1M - $1.19M
|
19.1K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
18.8K+ 3.22% |
$1.08M - $1.17M
|
603K
$40.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.2K+ 3.2% |
$990K - $1.08M
|
555K
$37.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.2K+ 33.57% |
$987K - $1.07M
|
68.4K
$4.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
16.6K+ 8.94% |
$954K - $1.04M
|
203K
$13.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
16.1K+ 32.1% |
$922K - $1M
|
66.1K
$4.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.6K+ 22.96% |
$893K - $970K
|
83.3K
$5.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
15.2K+ 12.0% |
$873K - $948K
|
142K
$9.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15K+ 4.58% |
$859K - $933K
|
342K
$22.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14.8K+ 73.8% |
$851K - $924K
|
34.9K
$2.33M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
14.5KNew |
$834K - $905K
|
14.5K
$970K
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
14.1K+ 5.49% |
$812K - $882K
|
272K
$18.1M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
13.6K+ 5.04% |
$782K - $850K
|
284K
$19M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
13.5K+ 10.27% |
$777K - $844K
|
145K
$9.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
13.5K+ 16.5% |
$775K - $842K
|
95.3K
$6.37M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
13.5K+ 7.0% |
$773K - $839K
|
206K
$13.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13.2K+ 170.38% |
$758K - $824K
|
21K
$1.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
13.2K+ 37.1% |
$758K - $823K
|
48.8K
$3.26M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
13.1K+ 13.38% |
$755K - $820K
|
111K
$7.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
13.1K+ 21.92% |
$754K - $819K
|
73.1K
$4.88M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
13KNew |
$748K - $812K
|
13K
$870K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13K+ 4.67% |
$746K - $811K
|
292K
$19.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
12.9K+ 9.31% |
$740K - $803K
|
151K
$10.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
12.9K+ 48.06% |
$739K - $802K
|
39.6K
$2.65M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.9K+ 17.13% |
$738K - $802K
|
88K
$5.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
12.7K+ 48.36% |
$730K - $793K
|
39K
$2.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
12.3K+ 2.93% |
$707K - $768K
|
432K
$28.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.3KNew |
$704K - $764K
|
12.3K
$818K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 22.76% |
$701K - $761K
|
65.8K
$4.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$696K - $756K
|
12.1K
$810K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
11.5K+ 4.84% |
$661K - $718K
|
249K
$16.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
11.5K+ 34.43% |
$661K - $718K
|
44.9K
$3M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.3KNew |
$651K - $708K
|
11.3K
$758K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.2K+ 6.68% |
$643K - $699K
|
179K
$11.9M
|