Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.2K+ 17.86% |
$2.4M - $2.98M
|
325K
$18.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
46.5K+ 7.61% |
$2.27M - $2.81M
|
658K
$36.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.7K+ 7.05% |
$2.09M - $2.59M
|
649K
$36.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
42.7K+ 31.52% |
$2.09M - $2.58M
|
178K
$9.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
42.4K+ 5.0% |
$2.07M - $2.57M
|
892K
$49.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
42.2K+ 59.69% |
$2.06M - $2.55M
|
113K
$6.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
39.1KNew |
$1.91M - $2.36M
|
39.1K
$2.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
38KNew |
$1.86M - $2.3M
|
38K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.6K+ 134.64% |
$1.79M - $2.21M
|
63.7K
$3.55M
|
|
|
Dec 17, 2024
Q4 2023
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
36.1KNew |
$1.76M - $2.18M
|
36.1K
$2.01M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
34.8KNew |
$1.7M - $2.1M
|
34.8K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34.6K+ 34.25% |
$1.69M - $2.09M
|
135K
$7.54M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
33.2K+ 9.76% |
$1.62M - $2.01M
|
373K
$20.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
32.9KNew |
$1.6M - $1.99M
|
32.9K
$1.83M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
32.8KNew |
$1.6M - $1.98M
|
32.8K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.2K+ 16.69% |
$1.57M - $1.95M
|
225K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.6K+ 6.67% |
$1.54M - $1.91M
|
505K
$28.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.1K+ 34.07% |
$1.52M - $1.88M
|
123K
$6.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
30.9KNew |
$1.51M - $1.87M
|
30.9K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
30.1KNew |
$1.47M - $1.82M
|
30.1K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
28.2K+ 3.9% |
$1.38M - $1.71M
|
752K
$41.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
28.1K+ 60.63% |
$1.37M - $1.7M
|
74.3K
$4.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
27.7K+ 385.65% |
$1.35M - $1.67M
|
34.9K
$1.94M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
27.6K+ 26.48% |
$1.35M - $1.67M
|
132K
$7.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
27.3K+ 14.88% |
$1.33M - $1.65M
|
211K
$11.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
27KNew |
$1.32M - $1.63M
|
27K
$1.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
26.3K+ 103.4% |
$1.28M - $1.59M
|
51.7K
$2.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
26.2K+ 98.92% |
$1.28M - $1.58M
|
52.6K
$2.93M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25.7K+ 5.9% |
$1.26M - $1.56M
|
462K
$25.7M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
25.7K+ 588.66% |
$1.25M - $1.55M
|
30.1K
$1.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
25.7K+ 588.66% |
$1.25M - $1.55M
|
30.1K
$1.67M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25.6K+ 2.67% |
$1.25M - $1.55M
|
984K
$54.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
24.6K+ 100.78% |
$1.2M - $1.49M
|
49.1K
$2.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
24.3K+ 23.12% |
$1.19M - $1.47M
|
130K
$7.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
23.8K+ 16.51% |
$1.16M - $1.44M
|
168K
$9.34M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23.3K+ 6.04% |
$1.14M - $1.41M
|
409K
$22.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
23K+ 2.9% |
$1.12M - $1.39M
|
819K
$45.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
22.1K+ 39.56% |
$1.08M - $1.34M
|
78.1K
$4.35M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
21.7KNew |
$1.06M - $1.32M
|
21.7K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
21.7KNew |
$1.06M - $1.31M
|
21.7K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.4K+ 19.74% |
$1.05M - $1.3M
|
130K
$7.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
21.4K+ 4.69% |
$1.04M - $1.29M
|
478K
$26.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.5K+ 292.3% |
$1M - $1.24M
|
27.5K
$1.53M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
19.5K+ 222.42% |
$951K - $1.18M
|
28.2K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
19.2K+ 38.68% |
$936K - $1.16M
|
68.7K
$3.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
18.7KNew |
$915K - $1.13M
|
18.7K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
18.6KNew |
$910K - $1.13M
|
18.6K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.6KNew |
$858K - $1.06M
|
17.6K
$978K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17K+ 6.11% |
$829K - $1.03M
|
295K
$16.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
16.9K+ 5.93% |
$826K - $1.02M
|
302K
$16.8M
|