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 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
450+ 0.87% |
$23.3K - $26K
|
51.9K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
416+ 1.52% |
$21.6K - $24K
|
27.7K
$1.85M
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
398+ 0.4% |
$20.6K - $23K
|
99.2K
$6.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
393+ 0.56% |
$20.4K - $22.7K
|
70.1K
$4.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
354+ 1.63% |
$18.4K - $20.4K
|
22.1K
$1.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
351+ 0.27% |
$18.2K - $20.2K
|
132K
$8.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
335+ 0.57% |
$17.4K - $19.3K
|
58.7K
$3.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
325+ 1.03% |
$16.8K - $18.7K
|
32K
$2.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
322+ 0.3% |
$16.7K - $18.6K
|
106K
$7.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
318+ 7.58% |
$16.5K - $18.3K
|
4.52K
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
317New |
$16.4K - $18.3K
|
317
$21.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
304+ 5.25% |
$15.8K - $17.5K
|
6.09K
$407K
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
298+ 3.91% |
$15.4K - $17.2K
|
7.92K
$529K
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
284+ 0.68% |
$14.7K - $16.4K
|
42.1K
$2.81M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
280+ 0.69% |
$14.5K - $16.1K
|
40.7K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
264New |
$13.7K - $15.2K
|
264
$17.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
260+ 25.67% |
$13.5K - $15K
|
1.27K
$85K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
260+ 25.67% |
$13.5K - $15K
|
1.27K
$85K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
221+ 6.38% |
$11.5K - $12.7K
|
3.69K
$246K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
208+ 1.27% |
$10.8K - $12K
|
16.6K
$1.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
206+ 2.7% |
$10.7K - $11.9K
|
7.83K
$523K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
203+ 4.88% |
$10.5K - $11.7K
|
4.36K
$291K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
203+ 0.91% |
$10.5K - $11.7K
|
22.6K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
192+ 2.41% |
$9.95K - $11.1K
|
8.15K
$544K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
127New |
$6.58K - $7.32K
|
127
$8.48K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
116New |
$6.01K - $6.69K
|
116
$7.75K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
93+ 0.6% |
$4.82K - $5.36K
|
15.5K
$1.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
75+ 0.2% |
$3.89K - $4.33K
|
38.3K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
71+ 0.17% |
$3.68K - $4.09K
|
41.6K
$2.78M
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
70+ 0.66% |
$3.63K - $4.04K
|
10.6K
$710K
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
58+ 0.78% |
$3.01K - $3.34K
|
7.49K
$500K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
57+ 4.86% |
$2.95K - $3.29K
|
1.23K
$82.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
52+ 0.34% |
$2.7K - $3K
|
15.6K
$1.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
52+ 1.34% |
$2.7K - $3K
|
3.94K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
50+ 0.25% |
$2.59K - $2.88K
|
20.3K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
45+ 0.18% |
$2.33K - $2.6K
|
25K
$1.67M
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
42+ 0.22% |
$2.18K - $2.42K
|
19.1K
$1.28M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
42+ 0.31% |
$2.18K - $2.42K
|
13.8K
$920K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.62% |
$2.13K - $2.36K
|
6.65K
$444K
|
|
|
Oct 23, 2023
Q3 2023
|
Better Wealth, LLC
|
BUY
|
- |
37+ 0.22% |
$1.92K - $2.13K
|
16.5K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
32+ 0.3% |
$1.66K - $1.85K
|
10.6K
$706K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
29+ 0.31% |
$1.5K - $1.67K
|
9.44K
$631K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
28+ 0.31% |
$1.45K - $1.61K
|
9.18K
$613K
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
23+ 0.21% |
$1.19K - $1.33K
|
10.9K
$728K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
22+ 0.3% |
$1.14K - $1.27K
|
7.34K
$490K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
21+ 0.31% |
$1.09K - $1.21K
|
6.7K
$448K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
17+ 0.19% |
$881 - $980
|
9.2K
$614K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17+ 0.06% |
$881 - $980
|
27.1K
$1.81M
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
16+ 0.21% |
$829 - $923
|
7.69K
$514K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14+ 0.06% |
$726 - $807
|
23K
$1.54M
|