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 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
12+ 0.23% |
$622 - $692
|
5.22K
$348K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
11+ 0.13% |
$570 - $634
|
8.76K
$585K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.17% |
$518 - $577
|
5.83K
$389K
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
9+ 0.12% |
$467 - $519
|
7.67K
$512K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8+ 0.33% |
$415 - $461
|
2.4K
$160K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8+ 0.27% |
$415 - $461
|
2.97K
$198K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6+ 0.05% |
$311 - $346
|
12.5K
$837K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
5+ 0.01% |
$259 - $288
|
97.6K
$6.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.11% |
$259 - $288
|
4.58K
$306K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.32% |
$259 - $288
|
1.57K
$105K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.17% |
$207 - $231
|
2.29K
$153K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
4+ 0.01% |
$207 - $231
|
35.2K
$2.35M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.03% |
$156 - $173
|
11.3K
$751K
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3+ 0.07% |
$156 - $173
|
4.18K
$279K
|
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$51.8 - $57.7
|
7.23K
$483K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$51.8 - $57.7
|
31.4K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 0.4% |
$51.8 - $57.7
|
253
$16.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$51.8 - $57.7
|
397
$26.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-2- 0.03% |
$104 - $115
|
7.7K
$514K
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2- 0.01% |
$104 - $115
|
20.8K
$1.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
SELL
|
- |
-2- -0.0% |
$104 - $115
|
93K
$6.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-7- 0.05% |
$363 - $404
|
14.4K
$963K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-13- 0.07% |
$674 - $750
|
17.9K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-16- 1.08% |
$829 - $923
|
1.46K
$97.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-34- 0.04% |
$1.76K - $1.96K
|
82.7K
$5.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-40- 0.04% |
$2.07K - $2.31K
|
92.6K
$6.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-40- 0.42% |
$2.07K - $2.31K
|
9.53K
$637K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-41- 7.35% |
$2.13K - $2.36K
|
517
$34.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-44- 0.17% |
$2.28K - $2.54K
|
26.4K
$1.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-46- 1.68% |
$2.38K - $2.65K
|
2.69K
$180K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-50- 0.38% |
$2.59K - $2.88K
|
13K
$867K
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-62- 0.36% |
$3.21K - $3.58K
|
17.2K
$1.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-66- 6.21% |
$3.42K - $3.81K
|
997
$66.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-68- 0.53% |
$3.53K - $3.92K
|
12.8K
$855K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-74- 1.11% |
$3.84K - $4.27K
|
6.61K
$441K
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
SELL
|
- |
-77- 0.53% |
$3.99K - $4.44K
|
14.6K
$974K
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-88- 1.33% |
$4.56K - $5.07K
|
6.54K
$436K
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-90- 0.71% |
$4.67K - $5.19K
|
12.5K
$837K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-98- 0.99% |
$5.08K - $5.65K
|
9.77K
$653K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-110- 1.71% |
$5.7K - $6.34K
|
6.32K
$422K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-130- 0.24% |
$6.74K - $7.5K
|
54.6K
$3.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-140- 0.32% |
$7.26K - $8.07K
|
44.1K
$2.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-146- 0.79% |
$7.57K - $8.42K
|
18.4K
$1.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-165- 2.67% |
$8.55K - $9.52K
|
6.01K
$401K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-166- 3.94% |
$8.61K - $9.57K
|
4.04K
$270K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-181- 3.04% |
$9.38K - $10.4K
|
5.77K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-200- 1.85% |
$10.4K - $11.5K
|
10.6K
$710K
|
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-219- 0.71% |
$11.4K - $12.6K
|
30.8K
$2.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-256- 0.56% |
$13.3K - $14.8K
|
45.2K
$3.02M
|