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 02, 2023
Q3 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-270- 0.31% |
$14K - $15.6K
|
86.1K
$5.75M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-295- 2.46% |
$15.3K - $17K
|
11.7K
$781K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-295- 5.24% |
$15.3K - $17K
|
5.34K
$357K
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-325- 1.07% |
$16.8K - $18.7K
|
30.1K
$2.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-330- 15.22% |
$17.1K - $19K
|
1.84K
$123K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-336- 4.43% |
$17.4K - $19.4K
|
7.26K
$485K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-367- 2.6% |
$19K - $21.2K
|
13.7K
$918K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-369- 4.24% |
$19.1K - $21.3K
|
8.33K
$557K
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-371- 0.49% |
$19.2K - $21.4K
|
75.4K
$5.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-417- 0.26% |
$21.6K - $24K
|
157K
$10.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-431- 0.42% |
$22.3K - $24.9K
|
101K
$6.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-441- 1.72% |
$22.9K - $25.4K
|
25.2K
$1.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-454- 3.08% |
$23.5K - $26.2K
|
14.3K
$954K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-456- 1.22% |
$23.6K - $26.3K
|
37K
$2.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-460- 5.13% |
$23.8K - $26.5K
|
8.51K
$569K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-468- 7.95% |
$24.3K - $27K
|
5.42K
$362K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-500- 6.04% |
$25.9K - $28.8K
|
7.78K
$520K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-575- 19.44% |
$29.8K - $33.2K
|
2.38K
$159K
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-608- 4.35% |
$31.5K - $35.1K
|
13.4K
$893K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-666- 0.47% |
$34.5K - $38.4K
|
142K
$9.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-672- 14.55% |
$34.8K - $38.8K
|
3.95K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-691- 4.07% |
$35.8K - $39.8K
|
16.3K
$1.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-714- 1.79% |
$37K - $41.2K
|
39.3K
$2.62M
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-751- 0.65% |
$38.9K - $43.3K
|
114K
$7.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-786- 15.79% |
$40.7K - $45.3K
|
4.19K
$280K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-821- 24.44% |
$42.6K - $47.3K
|
2.54K
$170K
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-850- 6.69% |
$44.1K - $49K
|
11.8K
$791K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-861- 4.25% |
$44.6K - $49.7K
|
19.4K
$1.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-880- 32.11% |
$45.6K - $50.7K
|
1.86K
$124K
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-894- 9.07% |
$46.3K - $51.6K
|
8.96K
$599K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-918- 0.34% |
$47.6K - $52.9K
|
270K
$18M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-942- 3.95% |
$48.8K - $54.3K
|
22.9K
$1.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-1.01K- 1.46% |
$52.2K - $58K
|
68K
$4.54M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.06K- 4.5% |
$54.7K - $60.8K
|
22.4K
$1.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.06K- 0.77% |
$55K - $61.2K
|
137K
$9.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.16K- 10.85% |
$60.2K - $67K
|
9.55K
$638K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.17K- 20.49% |
$60.7K - $67.5K
|
4.54K
$303K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.22K- 0.54% |
$63.1K - $70.2K
|
224K
$15M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.26K- 24.61% |
$65.2K - $72.5K
|
3.85K
$257K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.36K- 0.9% |
$70.6K - $78.5K
|
150K
$10M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.43K- 2.42% |
$74.3K - $82.6K
|
57.8K
$3.86M
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.46K- 1.04% |
$75.6K - $84.1K
|
139K
$9.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.53K- 11.11% |
$79.1K - $88K
|
12.2K
$815K
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.58K- 0.9% |
$81.9K - $91.1K
|
173K
$11.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1.61K- 4.03% |
$83.6K - $93K
|
38.4K
$2.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
SELL
|
- |
-1.66K- 3.83% |
$86K - $95.6K
|
41.6K
$2.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.71K- 5.87% |
$88.9K - $98.8K
|
27.5K
$1.84M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.75K- 0.66% |
$90.7K - $101K
|
262K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.82K- 14.0% |
$94.5K - $105K
|
11.2K
$748K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.83K- 2.04% |
$94.9K - $106K
|
87.7K
$5.86M
|