Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
28.2KNew |
$1.6M - $1.8M
|
28.2K
$1.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
28.1K+ 102.4% |
$1.59M - $1.8M
|
55.6K
$3.71M
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
26.5KNew |
$1.5M - $1.7M
|
26.5K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
22.3K+ 21.95% |
$1.26M - $1.42M
|
124K
$8.27M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
20.4K+ 4.85% |
$1.16M - $1.31M
|
442K
$29.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20KNew |
$1.13M - $1.28M
|
20K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17.4K+ 60.09% |
$985K - $1.11M
|
46.3K
$3.09M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
16.3K+ 7.97% |
$922K - $1.04M
|
220K
$14.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
16.1KNew |
$912K - $1.03M
|
16.1K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
16.1KNew |
$910K - $1.03M
|
16.1K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15.6KNew |
$883K - $996K
|
15.6K
$1.04M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
15.1KNew |
$855K - $965K
|
15.1K
$1.01M
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
14.6KNew |
$828K - $934K
|
14.6K
$976K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
14.1KNew |
$798K - $900K
|
14.1K
$940K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13.4KNew |
$760K - $857K
|
13.4K
$896K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.4KNew |
$757K - $854K
|
13.4K
$893K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$735K - $829K
|
13K
$866K
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
12.2KNew |
$694K - $782K
|
12.2K
$817K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
11.5K+ 49.52% |
$650K - $733K
|
34.6K
$2.31M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
10.9K+ 1.61% |
$618K - $697K
|
687K
$45.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
10.8K+ 10.94% |
$611K - $689K
|
109K
$7.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
10.6K+ 35.75% |
$599K - $676K
|
40.2K
$2.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.7K+ 4.07% |
$550K - $620K
|
248K
$16.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
9.68KNew |
$549K - $619K
|
9.68K
$647K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.12K+ 33.31% |
$517K - $583K
|
36.5K
$2.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.86K+ 7.11% |
$502K - $567K
|
133K
$8.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
8.66KNew |
$491K - $554K
|
8.66K
$578K
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
8.62KNew |
$488K - $551K
|
8.62K
$576K
|
|
|
Jan 24, 2022
Q4 2021
|
Baker Boyer National Bank
|
BUY
|
- |
8.39K+ 12.53% |
$475K - $536K
|
75.3K
$5.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.12K+ 0.79% |
$460K - $519K
|
1.04M
$69.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.1K+ 8.0% |
$459K - $518K
|
109K
$7.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.79K+ 12.77% |
$442K - $498K
|
68.8K
$4.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
7.66K+ 6.38% |
$434K - $490K
|
128K
$8.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
7.59KNew |
$430K - $485K
|
7.59K
$507K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
7.2K+ 37.34% |
$408K - $460K
|
26.5K
$1.77M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
7.13K+ 142.19% |
$404K - $456K
|
12.1K
$811K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.09K+ 2.63% |
$402K - $454K
|
277K
$18.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6.8KNew |
$385K - $435K
|
6.8K
$454K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
6.74KNew |
$382K - $431K
|
6.74K
$450K
|
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.57KNew |
$372K - $420K
|
6.57K
$439K
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
6.5KNew |
$368K - $416K
|
6.5K
$434K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5.97K+ 44.95% |
$338K - $382K
|
19.2K
$1.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.95KNew |
$337K - $381K
|
5.95K
$398K
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
5.87KNew |
$333K - $375K
|
5.87K
$392K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.69K+ 8.72% |
$322K - $364K
|
70.9K
$4.73M
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
5.68K+ 34.07% |
$322K - $363K
|
22.4K
$1.49M
|
|
|
Jan 27, 2022
Q4 2021
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
5.68KNew |
$322K - $363K
|
5.68K
$380K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.45K+ 13.69% |
$309K - $349K
|
45.3K
$3.02M
|
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
5.34K+ 8.8% |
$303K - $341K
|
66K
$4.41M
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
5.24KNew |
$297K - $335K
|
5.24K
$350K
|