Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
4.35K+ 3.08% |
$202K - $243K
|
146K
$9.73M
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.29K+ 3.87% |
$200K - $240K
|
115K
$7.7M
|
|
|
Oct 07, 2022
Q3 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
4.27K+ 1.24% |
$199K - $239K
|
349K
$23.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
3.93K+ 6.06% |
$182K - $219K
|
68.8K
$4.59M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3.8K+ 2.4% |
$176K - $212K
|
162K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.19K+ 1.92% |
$148K - $178K
|
170K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3.17K+ 1299.18% |
$147K - $177K
|
3.41K
$228K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.04K+ 70.1% |
$141K - $170K
|
7.37K
$493K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.73K+ 14.37% |
$127K - $153K
|
21.8K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.7K+ 22.19% |
$125K - $151K
|
14.9K
$993K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.69K+ 29.04% |
$125K - $150K
|
12K
$799K
|
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.68K+ 2.26% |
$125K - $150K
|
122K
$8.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.63K+ 27.89% |
$122K - $147K
|
12.1K
$806K
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
2.54K+ 11.2% |
$118K - $142K
|
25.2K
$1.68M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.39K+ 65.22% |
$111K - $134K
|
6.06K
$405K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.15K+ 0.82% |
$99.9K - $120K
|
265K
$17.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2KNew |
$92.9K - $112K
|
2K
$134K
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2K+ 4.14% |
$92.8K - $112K
|
50.2K
$3.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.95K+ 24.38% |
$90.7K - $109K
|
9.96K
$665K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 2.46% |
$90.6K - $109K
|
81.3K
$5.43M
|
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.87K+ 1.77% |
$87K - $105K
|
107K
$7.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.86K+ 3.45% |
$86.6K - $104K
|
55.8K
$3.73M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.78K+ 1.26% |
$82.5K - $99.2K
|
143K
$9.52M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.74KNew |
$80.9K - $97.2K
|
1.74K
$116K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.72K+ 4.78% |
$79.9K - $96K
|
37.7K
$2.52M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.69K+ 0.62% |
$78.5K - $94.3K
|
276K
$18.4M
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.66K+ 13.5% |
$77.3K - $92.9K
|
14K
$934K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.57K+ 1.04% |
$72.9K - $87.6K
|
153K
$10.2M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 27.72% |
$63.7K - $76.5K
|
6.31K
$422K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.29K+ 33.1% |
$59.8K - $71.9K
|
5.18K
$346K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.29K+ 1.54% |
$59.8K - $71.9K
|
84.8K
$5.66M
|
|
|
Oct 07, 2022
Q3 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.23K+ 23.39% |
$56.9K - $68.4K
|
6.46K
$432K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.22K+ 8.5% |
$56.8K - $68.2K
|
15.6K
$1.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.06KNew |
$49.2K - $59.1K
|
1.06K
$70.7K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.03KNew |
$48K - $57.7K
|
1.03K
$69K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
951+ 17.21% |
$44.2K - $53.1K
|
6.48K
$433K
|
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
949+ 4.32% |
$44.1K - $53K
|
22.9K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
910+ 6.37% |
$42.3K - $50.8K
|
15.2K
$1.01M
|
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
908+ 15.83% |
$42.2K - $50.7K
|
6.64K
$444K
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
895+ 4.41% |
$41.6K - $50K
|
21.2K
$1.41M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
860+ 5.12% |
$40K - $48K
|
17.7K
$1.18M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
745+ 1.49% |
$34.6K - $41.6K
|
50.7K
$3.39M
|
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
730+ 3.79% |
$33.9K - $40.8K
|
20K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
686New |
$31.9K - $38.3K
|
686
$45.8K
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
676+ 1.2% |
$31.4K - $37.7K
|
57K
$3.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
674+ 47.27% |
$31.3K - $37.6K
|
2.1K
$140K
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
503+ 9.41% |
$23.4K - $28.1K
|
5.85K
$391K
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
493+ 2.79% |
$22.9K - $27.5K
|
18.2K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
439+ 2.89% |
$20.4K - $24.5K
|
15.6K
$1.04M
|
|
|
Nov 02, 2022
Q3 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
390+ 2.85% |
$18.1K - $21.8K
|
14.1K
$941K
|