Purchases and Sales Made in Q4 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-240- 1.32% |
$15.3K - $17.1K
|
17.9K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-243- 0.2% |
$15.4K - $17.3K
|
123K
$8.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-244- 0.18% |
$15.5K - $17.4K
|
138K
$9.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-250- 0.56% |
$15.9K - $17.8K
|
44.2K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-259- 1.22% |
$16.5K - $18.4K
|
21.1K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-281- 1.99% |
$17.9K - $20K
|
13.8K
$921K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-294- 1.27% |
$18.7K - $20.9K
|
22.8K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-344- 4.06% |
$21.9K - $24.5K
|
8.13K
$542K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-367- 0.56% |
$23.3K - $26.1K
|
64.9K
$4.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-380- 3.7% |
$24.2K - $27K
|
9.9K
$660K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-388- 0.66% |
$24.7K - $27.6K
|
58.2K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-401- 68.31% |
$25.5K - $28.5K
|
186
$12.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-404- 2.0% |
$25.7K - $28.7K
|
19.8K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-442- 0.15% |
$28.1K - $31.4K
|
292K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-466- 0.22% |
$29.6K - $33.2K
|
209K
$14M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-470- 0.41% |
$29.9K - $33.4K
|
114K
$7.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-611- 5.18% |
$38.8K - $43.5K
|
11.2K
$746K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-616- 0.89% |
$39.2K - $43.8K
|
68.9K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-616- 1.7% |
$39.2K - $43.8K
|
35.6K
$2.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-640- 2.82% |
$40.7K - $45.5K
|
22K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-658- 0.54% |
$41.8K - $46.8K
|
121K
$8.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-658- 1.54% |
$41.8K - $46.8K
|
41.9K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-674- 9.27% |
$42.9K - $48K
|
6.6K
$440K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-676- 15.53% |
$43K - $48.1K
|
3.68K
$245K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-684- 1.71% |
$43.5K - $48.7K
|
39.2K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-703- 2.74% |
$44.7K - $50K
|
24.9K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-771- 14.97% |
$49K - $54.9K
|
4.38K
$292K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-804- 13.26% |
$51.1K - $57.2K
|
5.26K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-834- 0.5% |
$53K - $59.3K
|
167K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-879- 2.49% |
$55.9K - $62.5K
|
34.4K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-953- 4.78% |
$60.6K - $67.8K
|
19K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1.01K- 7.78% |
$64.5K - $72.1K
|
12K
$802K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.06K- 0.37% |
$67.6K - $75.6K
|
283K
$18.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.08K- 16.97% |
$68.7K - $76.9K
|
5.29K
$353K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.1K- 2.53% |
$70.1K - $78.4K
|
42.5K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.14K- 1.07% |
$72.2K - $80.8K
|
105K
$7.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.2K- 11.4% |
$76.6K - $85.7K
|
9.36K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.27K- 72.33% |
$80.4K - $90K
|
484
$32.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.28K- 2.48% |
$81.4K - $91.1K
|
50.4K
$3.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.36K- 1.1% |
$86.7K - $97K
|
123K
$8.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.41K- 1.01% |
$89.3K - $100K
|
137K
$9.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.42K- 3.8% |
$90.3K - $101K
|
36K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.44K- 0.62% |
$91.4K - $102K
|
231K
$15.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.45K- 12.85% |
$92.2K - $103K
|
9.84K
$656K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.56K- 0.9% |
$99.3K - $111K
|
172K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.58K- 10.88% |
$100K - $112K
|
12.9K
$862K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.6K- 7.46% |
$102K - $114K
|
19.9K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1.62K- 2.75% |
$103K - $115K
|
57K
$3.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.63K- 2.1% |
$104K - $116K
|
75.8K
$5.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.63K- 2.08% |
$104K - $116K
|
76.9K
$5.13M
|