Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr U S Small C (DFAS)

DFAS Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr U S Small C (DFAS) during Q4 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
Jan 28, 2025 Q4 2024
Elser Financial Planning, Inc

Indianapolis, IN
BUY
 -
714K
+ 3665.73%
$45.4M - $50.8M
733K $49M
Feb 03, 2025 Q4 2024
Wealth Management Nebraska

Norfolk, NE
BUY
 -
557K
New
$35.4M - $39.6M
557K $37.2M
Feb 06, 2025 Q4 2024
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
537K
New
$34.1M - $38.2M
537K $35.8M
Jan 27, 2025 Q4 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
450K
+ 7076.33%
$28.6M - $32M
456K $30.5M
Jan 28, 2025 Q4 2024
Savant Capital, LLC

BUY
 -
350K
+ 34.31%
$22.2M - $24.9M
1.37M $91.4M
Jan 16, 2025 Q4 2024
Divergent Planning, LLC

BUY
 -
297K
+ 187.02%
$18.9M - $21.1M
455K $30.4M
Feb 07, 2025 Q4 2024
Pillar Financial Advisors, LLC

Louisville, KY
BUY
 -
256K
New
$16.3M - $18.2M
256K $17.1M
Feb 03, 2025 Q4 2024
Timonier Family Office, Ltd.

Winston Salem, NC
BUY
 -
224K
New
$14.2M - $15.9M
224K $15M
Jan 16, 2025 Q4 2024
Pure Financial Advisors, LLC

BUY
 -
203K
+ 8.57%
$12.9M - $14.4M
2.57M $172M
Feb 05, 2025 Q4 2024
Modera Wealth Management, LLC

BUY
 -
163K
+ 40.91%
$10.4M - $11.6M
563K $37.6M
Feb 07, 2025 Q4 2024
Tassel Capital Management, Inc.

Matthews, NC
BUY
 -
136K
New
$8.67M - $9.7M
136K $9.11M
Feb 04, 2025 Q4 2024
Daner Wealth Management, LLC

Alpharetta, GA
BUY
 -
132K
New
$8.37M - $9.37M
132K $8.8M
Jan 16, 2025 Q4 2024
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
120K
+ 15.5%
$7.62M - $8.53M
893K $59.6M
Feb 06, 2025 Q4 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
115K
+ 1105.56%
$7.29M - $8.16M
125K $8.35M
Jan 27, 2025 Q4 2024
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
97.1K
+ 12.89%
$6.17M - $6.91M
851K $56.8M
Feb 07, 2025 Q4 2024
Meriwether Wealth & Planning, LLC

Minden, LA
BUY
 -
91.3K
New
$5.8M - $6.49M
91.3K $6.1M
Jan 22, 2025 Q4 2024
Jdh Wealth Management, LLC

Santa Rosa, CA
BUY
 -
90.3K
New
$5.74M - $6.43M
90.3K $6.03M
Jan 16, 2025 Q4 2024
Massmutual Trust CO Fsb

BUY
 -
73.1K
+ 7.15%
$4.65M - $5.2M
1.1M $73.2M
Jan 28, 2025 Q4 2024
Aurelius Family Office LLC

Bedford, NH
BUY
 -
71.4K
New
$4.54M - $5.08M
71.4K $4.77M
Jan 16, 2025 Q4 2024
Evanson Asset Management, LLC

BUY
 -
58.4K
+ 5.81%
$3.72M - $4.16M
1.06M $71.1M
Feb 05, 2025 Q4 2024
First Command Advisory Services, Inc.

BUY
 -
57.8K
+ 5.98%
$3.68M - $4.12M
1.02M $68.4M
Jan 22, 2025 Q4 2024
Webster Bank, N. A.

BUY
 -
56.6K
New
$3.6M - $4.03M
56.6K $3.78M
Jan 23, 2025 Q4 2024
M Wealth Management, LLC

San Diego, CA
BUY
 -
50.5K
New
$3.21M - $3.6M
50.5K $3.37M
Jan 17, 2025 Q4 2024
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
49.7K
+ 35.23%
$3.16M - $3.54M
191K $12.7M
Jan 23, 2025 Q4 2024
Tci Wealth Advisors, Inc.

BUY
 -
49.3K
+ 2.1%
$3.14M - $3.51M
2.4M $160M
Jan 07, 2025 Q4 2024
Strathmore Capital Advisors, Inc.

Charlotte, NC
BUY
 -
45.7K
New
$2.9M - $3.25M
45.7K $3.05M
Jan 24, 2025 Q4 2024
Vantage Point Financial LLC

Lisle, IL
BUY
 -
44.2K
New
$2.81M - $3.15M
44.2K $2.95M
Feb 06, 2025 Q4 2024
Mission Wealth Management, LP

BUY
 -
41.5K
+ 20.01%
$2.64M - $2.95M
249K $16.6M
Jan 17, 2025 Q4 2024
Capstone Wealth Management, LLC

Tuscaloosa, AL
BUY
 -
37.9K
New
$2.41M - $2.7M
37.9K $2.53M
Feb 04, 2025 Q4 2024
Strategent Financial, LLC

Harrisonburg, VA
BUY
 -
34.8K
New
$2.21M - $2.47M
34.8K $2.32M
Jan 31, 2025 Q4 2024
Truist Financial Corp

BUY
 -
32.1K
+ 6.13%
$2.04M - $2.28M
555K $37.1M
Jan 27, 2025 Q4 2024
Vista Wealth Management Group, LLC

BUY
 -
28.3K
+ 3.92%
$1.8M - $2.02M
751K $50.2M
Jan 10, 2025 Q4 2024
Trinity Financial Advisors LLC

BUY
 -
28.3K
+ 21.92%
$1.8M - $2.01M
157K $10.5M
Jan 23, 2025 Q4 2024
Chicago Partners Investment Group LLC

BUY
 -
26.5K
+ 4.93%
$1.69M - $1.89M
565K $37.7M
Jan 24, 2025 Q4 2024
Davenport & CO LLC

BUY
 -
24.5K
+ 6.97%
$1.56M - $1.74M
376K $25.1M
Jan 13, 2025 Q4 2024
Moody National Bank Trust Division

BUY
 -
22.8K
New
$1.45M - $1.62M
22.8K $1.53M
Jan 29, 2025 Q4 2024
Wealth Advisors Northwest LLC

Portland, OR
BUY
 -
20.3K
New
$1.29M - $1.44M
20.3K $1.35M
Jan 28, 2025 Q4 2024
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
18.5K
+ 6.2%
$1.18M - $1.32M
318K $21.2M
Jan 27, 2025 Q4 2024
Tanager Wealth Management LLP

BUY
 -
18.1K
+ 4.84%
$1.15M - $1.29M
392K $26.2M
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
17.8K
+ 11.5%
$1.13M - $1.26M
172K $11.5M
Jan 22, 2025 Q4 2024
Cathy Pareto & Associates, Inc

Coral Gables, FL
BUY
 -
17K
New
$1.08M - $1.21M
17K $1.14M
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

BUY
 -
15.9K
+ 6.87%
$1.01M - $1.13M
248K $16.6M
Jan 31, 2025 Q4 2024
Parker Financial LLC

Silverdale, WA
BUY
 -
15.6K
+ 26.82%
$994K - $1.11M
74K $4.94M
Jan 22, 2025 Q4 2024
Verus Wealth Management, LLC

De Pere, WI
BUY
 -
15.3K
New
$972K - $1.09M
15.3K $1.02M
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
14.6K
+ 48.14%
$928K - $1.04M
44.9K $3M
Jan 16, 2025 Q4 2024
Colorado Capital Management, Inc.

BUY
 -
14.5K
+ 11.29%
$922K - $1.03M
143K $9.55M
Feb 07, 2025 Q4 2024
Axis Wealth Partners, LLC

East Providence, RI
BUY
 -
14.1K
New
$896K - $1M
14.1K $941K
Jan 15, 2025 Q4 2024
Total Wealth Planning, LLC

BUY
 -
13K
New
$828K - $927K
13K $870K
Feb 04, 2025 Q4 2024
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
12.7K
+ 41.43%
$808K - $904K
43.4K $2.9M

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