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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
807+ 7.17% |
$45.7K - $51.6K
|
12.1K
$806K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
799+ 1.21% |
$45.3K - $51.1K
|
66.6K
$4.45M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
792New |
$44.9K - $50.6K
|
792
$52.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
751+ 1.15% |
$42.6K - $48K
|
65.9K
$4.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
682New |
$38.6K - $43.6K
|
682
$45.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
674+ 6.29% |
$38.2K - $43.1K
|
11.4K
$760K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
673+ 1.97% |
$38.1K - $43K
|
34.8K
$2.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
633+ 9.62% |
$35.9K - $40.5K
|
7.22K
$482K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
478+ 1.68% |
$27.1K - $30.6K
|
29K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
477New |
$27K - $30.5K
|
477
$31.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
474+ 2.49% |
$26.9K - $30.3K
|
19.5K
$1.3M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
469+ 0.57% |
$26.6K - $30K
|
83.1K
$5.55M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
457+ 2.62% |
$25.9K - $29.2K
|
17.9K
$1.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
451+ 10.01% |
$25.6K - $28.8K
|
4.96K
$331K
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
451+ 12.54% |
$25.6K - $28.8K
|
4.05K
$270K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
445+ 11.16% |
$25.2K - $28.4K
|
4.43K
$296K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
435+ 1.15% |
$24.7K - $27.8K
|
38.4K
$2.56M
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
396+ 7.19% |
$22.4K - $25.3K
|
5.9K
$394K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
382New |
$21.6K - $24.4K
|
382
$25.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
368New |
$20.9K - $23.5K
|
368
$24.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
321+ 3.76% |
$18.2K - $20.5K
|
8.85K
$591K
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
271+ 2.62% |
$15.4K - $17.3K
|
10.6K
$709K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
266+ 0.23% |
$15.1K - $17K
|
114K
$7.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
265+ 2.62% |
$15K - $16.9K
|
10.4K
$693K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
253+ 105.86% |
$14.3K - $16.2K
|
492
$32.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
252+ 1.89% |
$14.3K - $16.1K
|
13.6K
$905K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
238+ 2.26% |
$13.5K - $15.2K
|
10.8K
$720K
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
230+ 2.62% |
$13K - $14.7K
|
9.01K
$602K
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
162+ 2.18% |
$9.18K - $10.4K
|
7.6K
$507K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
160New |
$9.07K - $10.2K
|
160
$10.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
121+ 2.52% |
$6.86K - $7.74K
|
4.92K
$329K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
117+ 0.36% |
$6.63K - $7.48K
|
32.4K
$2.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
101+ 0.13% |
$5.72K - $6.46K
|
80K
$5.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
100+ 2.64% |
$5.67K - $6.39K
|
3.89K
$260K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
93+ 0.42% |
$5.27K - $5.95K
|
22.2K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
74+ 0.41% |
$4.19K - $4.73K
|
18.1K
$1.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
71+ 2.5% |
$4.02K - $4.54K
|
2.91K
$194K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
60+ 0.53% |
$3.4K - $3.84K
|
11.4K
$760K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
59+ 1.22% |
$3.34K - $3.77K
|
4.9K
$327K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
59+ 1.99% |
$3.34K - $3.77K
|
3.02K
$202K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
59New |
$3.34K - $3.77K
|
59
$3.94K
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
44+ 0.98% |
$2.49K - $2.81K
|
4.55K
$304K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
42+ 0.66% |
$2.38K - $2.69K
|
6.37K
$426K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
35+ 0.32% |
$1.98K - $2.24K
|
10.9K
$728K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
33New |
$1.87K - $2.11K
|
33
$2.2K
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
31+ 0.08% |
$1.76K - $1.98K
|
37.8K
$2.52M
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
27+ 1.16% |
$1.53K - $1.73K
|
2.36K
$157K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14+ 0.21% |
$793 - $895
|
6.76K
$452K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13+ 0.12% |
$737 - $831
|
10.9K
$730K
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
12New |
$680 - $767
|
12
$801
|