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 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.88K+ 13.19% |
$501K - $560K
|
67.6K
$3.76M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7.84K+ 48.43% |
$498K - $558K
|
24K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
7.73K+ 5.08% |
$492K - $550K
|
160K
$8.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.6K+ 100.86% |
$483K - $541K
|
15.1K
$843K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
7.57KNew |
$481K - $539K
|
7.57K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
7.25K+ 23.63% |
$461K - $515K
|
37.9K
$2.11M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.11KNew |
$452K - $506K
|
7.11K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.06K+ 12.58% |
$449K - $502K
|
63.2K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.05K+ 4.34% |
$448K - $501K
|
170K
$9.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7.04K+ 265.07% |
$447K - $501K
|
9.69K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
6.63KNew |
$422K - $472K
|
6.63K
$369K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.47KNew |
$411K - $460K
|
6.47K
$360K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6.42K+ 3.52% |
$408K - $457K
|
189K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.18K+ 13.76% |
$393K - $440K
|
51.1K
$2.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.12KNew |
$389K - $436K
|
6.12K
$341K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.01K+ 14.88% |
$382K - $428K
|
46.4K
$2.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6K+ 94.89% |
$382K - $427K
|
12.3K
$686K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
5.96K+ 4.88% |
$379K - $424K
|
128K
$7.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5.88K+ 2.4% |
$374K - $419K
|
251K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.87KNew |
$373K - $418K
|
5.87K
$327K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.74K+ 17.18% |
$365K - $408K
|
39.1K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.72K+ 4.05% |
$363K - $407K
|
147K
$8.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
5.69K+ 20.16% |
$362K - $405K
|
33.9K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
5.5KNew |
$350K - $391K
|
5.5K
$306K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
5.47K+ 14.37% |
$347K - $389K
|
43.5K
$2.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.43K+ 9.36% |
$345K - $386K
|
63.4K
$3.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.42K+ 10.12% |
$344K - $385K
|
58.9K
$3.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
5.35K+ 5.79% |
$340K - $381K
|
97.9K
$5.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5.31K+ 4.88% |
$338K - $378K
|
114K
$6.36M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.27KNew |
$335K - $375K
|
5.27K
$293K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
5.23KNew |
$332K - $372K
|
5.23K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
5.19K+ 163.4% |
$330K - $369K
|
8.36K
$466K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
5.18K+ 14.2% |
$329K - $368K
|
41.6K
$2.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5.15KNew |
$327K - $366K
|
5.15K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.06K+ 0.95% |
$322K - $360K
|
540K
$30M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
4.99K+ 4.15% |
$317K - $355K
|
125K
$6.97M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
4.96KNew |
$315K - $353K
|
4.96K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.93K+ 4.72% |
$313K - $350K
|
109K
$6.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
4.82KNew |
$306K - $343K
|
4.82K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.72K+ 8.26% |
$300K - $336K
|
61.9K
$3.45M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
4.7KNew |
$299K - $335K
|
4.7K
$262K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.65K+ 1.53% |
$296K - $331K
|
308K
$17.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.63KNew |
$294K - $329K
|
4.63K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.62KNew |
$294K - $329K
|
4.62K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.51K+ 31.52% |
$287K - $321K
|
18.8K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.43KNew |
$282K - $315K
|
4.43K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.39K+ 14.07% |
$279K - $312K
|
35.6K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.38KNew |
$279K - $312K
|
4.38K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4.28KNew |
$272K - $304K
|
4.28K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.24KNew |
$269K - $302K
|
4.24K
$236K
|