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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
56.6KNew |
$3.6M - $4.03M
|
56.6K
$3.15M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
50.5KNew |
$3.21M - $3.6M
|
50.5K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
49.7K+ 35.23% |
$3.16M - $3.54M
|
191K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
49.3K+ 2.1% |
$3.14M - $3.51M
|
2.4M
$134M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.1K+ 7.06% |
$3.12M - $3.49M
|
745K
$41.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
48.7KNew |
$3.09M - $3.46M
|
48.7K
$2.71M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
45.7KNew |
$2.9M - $3.25M
|
45.7K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
45.4KNew |
$2.89M - $3.23M
|
45.4K
$2.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
44.2KNew |
$2.81M - $3.15M
|
44.2K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.7K+ 19.91% |
$2.78M - $3.11M
|
263K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
41.5K+ 20.01% |
$2.64M - $2.95M
|
249K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.4K+ 18.6% |
$2.63M - $2.95M
|
264K
$14.7M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.5K+ 9.54% |
$2.58M - $2.88M
|
465K
$25.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40.3K+ 9.85% |
$2.56M - $2.87M
|
449K
$25M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
37.9KNew |
$2.41M - $2.7M
|
37.9K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.7K+ 10.98% |
$2.33M - $2.61M
|
371K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
35.3KNew |
$2.25M - $2.51M
|
35.3K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.1K+ 42.73% |
$2.23M - $2.5M
|
117K
$6.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
34.8KNew |
$2.21M - $2.47M
|
34.8K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
33.9KNew |
$2.16M - $2.41M
|
33.9K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
32.1K+ 4.26% |
$2.04M - $2.28M
|
786K
$43.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
32.1K+ 6.13% |
$2.04M - $2.28M
|
555K
$30.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.9K+ 16.44% |
$2.03M - $2.27M
|
226K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
28.9K+ 4.45% |
$1.84M - $2.06M
|
679K
$37.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
28.3K+ 3.92% |
$1.8M - $2.02M
|
751K
$41.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
28.3K+ 21.92% |
$1.8M - $2.01M
|
157K
$8.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
28KNew |
$1.78M - $1.99M
|
28K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26.5K+ 4.93% |
$1.69M - $1.89M
|
565K
$31.4M
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
26.5KNew |
$1.68M - $1.88M
|
26.5K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
24.5K+ 6.97% |
$1.56M - $1.74M
|
376K
$20.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
22.8KNew |
$1.45M - $1.62M
|
22.8K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
21.8KNew |
$1.39M - $1.55M
|
21.8K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
21K+ 19.91% |
$1.34M - $1.5M
|
127K
$7.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
20.7KNew |
$1.32M - $1.47M
|
20.7K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
20.3KNew |
$1.29M - $1.44M
|
20.3K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
19.9K+ 15.43% |
$1.27M - $1.42M
|
149K
$8.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
19K+ 10.61% |
$1.21M - $1.35M
|
198K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
18.7KNew |
$1.19M - $1.33M
|
18.7K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
18.5K+ 6.2% |
$1.18M - $1.32M
|
318K
$17.7M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
18.5KNew |
$1.18M - $1.32M
|
18.5K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
18.1K+ 4.84% |
$1.15M - $1.29M
|
392K
$21.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
17.8K+ 11.5% |
$1.13M - $1.26M
|
172K
$9.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.8K+ 9.96% |
$1.13M - $1.26M
|
196K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
17.2K+ 57.28% |
$1.09M - $1.22M
|
47.3K
$2.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
17.1KNew |
$1.09M - $1.22M
|
17.1K
$954K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17KNew |
$1.08M - $1.21M
|
17K
$946K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
17KNew |
$1.08M - $1.21M
|
17K
$946K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.7KNew |
$1.06M - $1.19M
|
16.7K
$931K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
16KNew |
$1.02M - $1.14M
|
16K
$893K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
16K+ 268.37% |
$1.02M - $1.14M
|
21.9K
$1.22M
|