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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
8.13K+ 5.15% |
$482K - $531K
|
166K
$11.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
8.08K+ 17.06% |
$479K - $528K
|
55.4K
$3.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
8.06K+ 107.54% |
$477K - $526K
|
15.5K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8K+ 9.05% |
$474K - $523K
|
96.4K
$6.44M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8K+ 15.46% |
$474K - $522K
|
59.7K
$3.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
7.91K+ 8.07% |
$469K - $517K
|
106K
$7.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.82K+ 2.12% |
$463K - $511K
|
377K
$25.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7.68KNew |
$455K - $502K
|
7.68K
$513K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
7.68K+ 2.91% |
$455K - $501K
|
272K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
7.58KNew |
$449K - $495K
|
7.58K
$506K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
7.54K+ 2.78% |
$447K - $493K
|
279K
$18.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.34K+ 1.07% |
$435K - $480K
|
695K
$46.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
7.18K+ 6.89% |
$425K - $469K
|
111K
$7.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7.08K+ 2.98% |
$420K - $463K
|
245K
$16.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.98KNew |
$413K - $456K
|
6.98K
$466K
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
6.77K+ 4.46% |
$401K - $442K
|
159K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.49KNew |
$385K - $424K
|
6.49K
$434K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
6.41K+ 17.45% |
$380K - $419K
|
43.1K
$2.88M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
6.36K+ 2.42% |
$377K - $416K
|
269K
$18M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.36KNew |
$377K - $415K
|
6.36K
$424K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.25KNew |
$370K - $408K
|
6.25K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.18K+ 8.13% |
$366K - $404K
|
82.2K
$5.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
6.05K+ 4.14% |
$359K - $395K
|
152K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.96KNew |
$353K - $390K
|
5.96K
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
5.79K+ 5.73% |
$343K - $378K
|
107K
$7.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
5.78K+ 6.67% |
$343K - $378K
|
92.5K
$6.18M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
5.65K+ 4.19% |
$335K - $369K
|
140K
$9.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.62KNew |
$333K - $367K
|
5.62K
$375K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.59K+ 52.81% |
$331K - $365K
|
16.2K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
5.56K+ 16.77% |
$329K - $363K
|
38.7K
$2.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.53K+ 6.92% |
$328K - $361K
|
85.5K
$5.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.44K+ 1.3% |
$322K - $355K
|
423K
$28.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
5.42K+ 21.31% |
$321K - $354K
|
30.8K
$2.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
5.22KNew |
$309K - $341K
|
5.22K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
5.19KNew |
$308K - $339K
|
5.19K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.17K+ 37.81% |
$306K - $338K
|
18.8K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.06KNew |
$300K - $330K
|
5.06K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.9K+ 58.86% |
$291K - $320K
|
13.2K
$884K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
4.9K+ 1.7% |
$290K - $320K
|
292K
$19.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
4.84K+ 7.57% |
$287K - $316K
|
68.8K
$4.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.75K+ 12.25% |
$282K - $311K
|
43.6K
$2.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.72K+ 9.68% |
$280K - $308K
|
53.5K
$3.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
4.63K+ 3.17% |
$275K - $303K
|
151K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.55KNew |
$270K - $297K
|
4.55K
$304K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
4.5KNew |
$267K - $294K
|
4.5K
$301K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.41K+ 4.41% |
$261K - $288K
|
104K
$6.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.28K+ 8.09% |
$254K - $280K
|
57.2K
$3.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
4.27K+ 5.46% |
$253K - $279K
|
82.3K
$5.5M
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
4.19K+ 8.33% |
$248K - $274K
|
54.5K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.19K+ 35.34% |
$248K - $274K
|
16.1K
$1.07M
|