Purchases and Sales Made in Q3 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.07K+ 29.82% |
$315K - $350K
|
26.4K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.03K+ 3.95% |
$313K - $348K
|
159K
$10.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.01K+ 103.44% |
$312K - $347K
|
11.8K
$790K
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.75KNew |
$298K - $332K
|
5.75K
$384K
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5.68K+ 14.49% |
$295K - $328K
|
44.9K
$3M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5.68K+ 14.49% |
$295K - $328K
|
44.9K
$3M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.63K+ 2.86% |
$292K - $325K
|
202K
$13.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.63K+ 3.01% |
$292K - $325K
|
193K
$12.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
5.58K+ 3.13% |
$289K - $322K
|
184K
$12.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.5K+ 6.4% |
$285K - $317K
|
91.4K
$6.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.44K+ 77.51% |
$282K - $314K
|
12.5K
$832K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.3KNew |
$275K - $306K
|
5.3K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.11KNew |
$265K - $295K
|
5.11K
$341K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5.04K+ 5.62% |
$261K - $291K
|
94.8K
$6.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.99KNew |
$259K - $288K
|
4.99K
$333K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
4.98K+ 5.01% |
$258K - $287K
|
104K
$6.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.85K+ 28.79% |
$251K - $279K
|
21.7K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.81K+ 2.03% |
$249K - $278K
|
242K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.49K+ 6.06% |
$233K - $259K
|
78.7K
$5.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4.47K+ 3.14% |
$232K - $258K
|
147K
$9.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
4.11K+ 12.95% |
$213K - $237K
|
35.9K
$2.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.1K+ 16.48% |
$212K - $236K
|
28.9K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.07K+ 7.05% |
$211K - $234K
|
61.7K
$4.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.06K+ 18.98% |
$210K - $234K
|
25.4K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.03KNew |
$209K - $232K
|
4.03K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.02KNew |
$208K - $232K
|
4.02K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.86KNew |
$200K - $223K
|
3.86K
$258K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
3.81KNew |
$198K - $220K
|
3.81K
$255K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.81K+ 4.64% |
$198K - $220K
|
85.9K
$5.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
3.79K+ 1.32% |
$197K - $219K
|
291K
$19.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.72K+ 1.55% |
$193K - $214K
|
244K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.69K+ 3.93% |
$191K - $213K
|
97.5K
$6.51M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.65K+ 46.32% |
$189K - $211K
|
11.5K
$771K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.56K+ 4.41% |
$184K - $205K
|
84.2K
$5.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.55K+ 53.57% |
$184K - $205K
|
10.2K
$680K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3.34K+ 0.42% |
$173K - $193K
|
796K
$53.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
3.16K+ 10.1% |
$164K - $182K
|
34.5K
$2.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.1K+ 6.56% |
$161K - $179K
|
50.4K
$3.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.08K+ 23.36% |
$160K - $178K
|
16.3K
$1.09M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.06K+ 25.35% |
$159K - $176K
|
15.1K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3K+ 12.41% |
$155K - $173K
|
27.2K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.96K+ 5.68% |
$154K - $171K
|
55.1K
$3.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.85K+ 68.67% |
$148K - $165K
|
7.01K
$468K
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
2.66K+ 1.96% |
$138K - $153K
|
138K
$9.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.61K+ 74.66% |
$135K - $150K
|
6.1K
$407K
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.41K+ 17.33% |
$125K - $139K
|
16.3K
$1.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2.39K+ 35.43% |
$124K - $138K
|
9.13K
$610K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.31K+ 1.66% |
$120K - $133K
|
141K
$9.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.26K+ 35.81% |
$117K - $130K
|
8.58K
$573K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.24K+ 11.99% |
$116K - $129K
|
20.9K
$1.4M
|