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 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
361+ 2.21% |
$16.8K - $20.2K
|
16.7K
$1.11M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
346+ 0.29% |
$16.1K - $19.3K
|
120K
$7.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
342+ 2.03% |
$15.9K - $19.1K
|
17.2K
$1.15M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
287+ 3.21% |
$13.3K - $16K
|
9.22K
$616K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
257+ 2.61% |
$11.9K - $14.4K
|
10.1K
$675K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
247+ 1.48% |
$11.5K - $13.8K
|
17K
$1.13M
|
|
|
Nov 02, 2022
Q3 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
237+ 0.28% |
$11K - $13.2K
|
85.3K
$5.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
231+ 1.39% |
$10.7K - $12.9K
|
16.8K
$1.12M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
231+ 5.9% |
$10.7K - $12.9K
|
4.15K
$277K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
224+ 1.51% |
$10.4K - $12.5K
|
15K
$1M
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
171+ 0.43% |
$7.95K - $9.55K
|
40.3K
$2.69M
|
|
|
Oct 24, 2022
Q3 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
149+ 2.41% |
$6.92K - $8.32K
|
6.32K
$422K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
125+ 0.96% |
$5.81K - $6.98K
|
13.1K
$875K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100+ 11.64% |
$4.65K - $5.58K
|
959
$64.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
98+ 1.04% |
$4.55K - $5.47K
|
9.52K
$636K
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
80+ 1.53% |
$3.72K - $4.47K
|
5.3K
$354K
|
|
|
Nov 02, 2022
Q3 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
78+ 0.11% |
$3.62K - $4.36K
|
71.2K
$4.76M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
75+ 0.21% |
$3.49K - $4.19K
|
35K
$2.34M
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
65+ 0.24% |
$3.02K - $3.63K
|
26.6K
$1.78M
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
63+ 0.42% |
$2.93K - $3.52K
|
15K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
44New |
$2.04K - $2.46K
|
44
$2.94K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
44+ 0.81% |
$2.04K - $2.46K
|
5.46K
$365K
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
41+ 0.28% |
$1.91K - $2.29K
|
14.7K
$982K
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
39+ 0.29% |
$1.81K - $2.18K
|
13.6K
$910K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
36+ 0.04% |
$1.67K - $2.01K
|
80.7K
$5.39M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
36New |
$1.67K - $2.01K
|
36
$2.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
30+ 0.18% |
$1.39K - $1.68K
|
16.9K
$1.13M
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
30+ 0.65% |
$1.39K - $1.68K
|
4.63K
$309K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
29+ 0.28% |
$1.35K - $1.62K
|
10.5K
$698K
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
26+ 0.29% |
$1.21K - $1.45K
|
9.08K
$606K
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
BUY
|
- |
24+ 0.22% |
$1.12K - $1.34K
|
10.8K
$723K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
20+ 0.27% |
$929 - $1.12K
|
7.32K
$489K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
19+ 0.29% |
$883 - $1.06K
|
6.63K
$443K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.06% |
$744 - $893
|
27K
$1.81M
|
|
|
Oct 28, 2022
Q3 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
16+ 0.18% |
$744 - $893
|
9.13K
$610K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.06% |
$604 - $726
|
21.9K
$1.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
12+ 0.27% |
$558 - $670
|
4.46K
$298K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.03% |
$558 - $670
|
46.8K
$3.13M
|
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
10+ 0.13% |
$465 - $558
|
7.63K
$510K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
10+ 0.11% |
$465 - $558
|
8.87K
$593K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9+ 0.09% |
$418 - $503
|
9.5K
$634K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8+ 0.27% |
$372 - $447
|
2.93K
$196K
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
7+ 0.04% |
$325 - $391
|
17.9K
$1.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
7+ 0.14% |
$325 - $391
|
4.94K
$330K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6+ 0.2% |
$279 - $335
|
3.04K
$203K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.26% |
$279 - $335
|
2.35K
$157K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6+ 0.03% |
$279 - $335
|
20.3K
$1.36M
|
|
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.11% |
$232 - $279
|
4.56K
$304K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$186 - $223
|
15K
$1M
|
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$46.5 - $55.8
|
7.68K
$513K
|