Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.85K- 4.2% |
$110K - $121K
|
42.2K
$2.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 10.2% |
$111K - $123K
|
16.5K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.89K- 23.24% |
$112K - $124K
|
6.25K
$417K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.91K- 1.46% |
$113K - $124K
|
129K
$8.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.01K- 0.7% |
$119K - $131K
|
284K
$19M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.01K- 2.69% |
$119K - $131K
|
72.7K
$4.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.16K- 9.16% |
$128K - $141K
|
21.4K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.17K- 0.48% |
$129K - $142K
|
449K
$30M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.22K- 6.81% |
$131K - $145K
|
30.3K
$2.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.4K- 6.33% |
$142K - $157K
|
35.5K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.42K- 30.17% |
$143K - $158K
|
5.59K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-2.43K- 2.23% |
$144K - $158K
|
106K
$7.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.47K- 18.95% |
$146K - $161K
|
10.6K
$705K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-2.5K- 1.77% |
$148K - $164K
|
139K
$9.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.53K- 1.21% |
$150K - $165K
|
207K
$13.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.59K- 21.33% |
$154K - $169K
|
9.56K
$638K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-2.59K- 2.14% |
$154K - $169K
|
119K
$7.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.64K- 12.69% |
$156K - $172K
|
18.1K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.86K- 7.73% |
$169K - $187K
|
34.1K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-2.91K- 8.96% |
$172K - $190K
|
29.5K
$1.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.97K- 40.59% |
$176K - $194K
|
4.35K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.09K- 50.0% |
$183K - $202K
|
3.09K
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-3.09K- 0.53% |
$183K - $202K
|
584K
$39M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-3.16K- 3.19% |
$187K - $207K
|
96.2K
$6.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-3.38K- 7.34% |
$200K - $220K
|
42.6K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-3.9K- 1.29% |
$231K - $255K
|
297K
$19.9M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4.05K- 6.3% |
$240K - $265K
|
60.3K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-4.08K- 2.19% |
$242K - $267K
|
182K
$12.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4.2K- 0.58% |
$249K - $274K
|
720K
$48.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.34K- 5.24% |
$257K - $284K
|
78.6K
$5.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.49K- 0.7% |
$266K - $293K
|
633K
$42.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-4.73K- 20.32% |
$280K - $309K
|
18.5K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.94K- 33.15% |
$293K - $323K
|
9.97K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-5.18K- 2.89% |
$307K - $338K
|
174K
$11.6M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-5.36K- 1.49% |
$318K - $350K
|
355K
$23.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-5.4K- 6.21% |
$320K - $353K
|
81.6K
$5.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.45K- 21.09% |
$323K - $356K
|
20.4K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.51K- 38.24% |
$327K - $360K
|
8.91K
$595K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-5.63K- 1.18% |
$333K - $367K
|
471K
$31.4M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.1K- 4.34% |
$361K - $398K
|
134K
$8.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7.13K- 10.83% |
$422K - $466K
|
58.7K
$3.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-8.2K- 6.26% |
$486K - $536K
|
123K
$8.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.26K- 2.26% |
$490K - $540K
|
357K
$23.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-9.46K- 3.19% |
$561K - $618K
|
287K
$19.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-10.1K- 8.72% |
$599K - $661K
|
106K
$7.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11.2K- 5.19% |
$663K - $731K
|
204K
$13.6M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-12K- 60.51% |
$713K - $786K
|
7.86K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-13.2K- 6.53% |
$783K - $863K
|
189K
$12.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-14.9K- 2.91% |
$883K - $974K
|
497K
$33.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-17.2K- 3.34% |
$1.02M - $1.13M
|
499K
$33.3M
|