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
Feb 18, 2025 Q4 2024
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
876
+ 21.09%
$55.7K - $62.3K
5.03K $280K
Feb 03, 2025 Q4 2024
Lutz Financial Services LLC

BUY
 -
854
+ 0.37%
$54.3K - $60.8K
230K $12.8M
Feb 14, 2025 Q4 2024
Urban Financial Advisory Corp

Chicago, IL
BUY
 -
839
New
$53.3K - $59.7K
839 $46.7K
Feb 13, 2025 Q4 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
835
+ 0.31%
$53.1K - $59.4K
270K $15M
Feb 14, 2025 Q4 2024
Ifg Advisory, LLC

BUY
 -
811
+ 6.0%
$51.6K - $57.7K
14.3K $798K
Feb 11, 2025 Q4 2024
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
804
+ 17.03%
$51.1K - $57.2K
5.53K $308K
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
800
+ 57.85%
$50.9K - $56.9K
2.18K $122K
Feb 05, 2025 Q4 2024
Us Bancorp \De\

BUY
 -
791
+ 5.76%
$50.3K - $56.3K
14.5K $809K
Feb 14, 2025 Q4 2024
Marshall & Sterling Wealth Advisors Inc.

Poughkeepsie, NY
BUY
 -
781
New
$49.7K - $55.6K
781 $43.5K
Feb 06, 2025 Q4 2024
Bcm Advisors, LLC

BUY
 -
767
+ 2.08%
$48.8K - $54.6K
37.6K $2.1M
Feb 13, 2025 Q4 2024
Envision Financial Planning, LLC

Memphis, TN
BUY
 -
749
+ 0.53%
$47.6K - $53.3K
142K $7.92M
Feb 03, 2025 Q4 2024
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
745
+ 4.54%
$47.4K - $53K
17.1K $954K
Feb 14, 2025 Q4 2024
Eagle Strategies LLC

New York, NY
BUY
 -
737
+ 3.54%
$46.9K - $52.4K
21.6K $1.2M
Feb 07, 2025 Q4 2024
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
717
New
$45.6K - $51K
717 $39.9K
Jan 30, 2025 Q4 2024
Squire Investment Management Company, LLC

Orem, UT
BUY
 -
714
+ 3.59%
$45.4K - $50.8K
20.6K $1.15M
Feb 12, 2025 Q4 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
703
+ 16.52%
$44.7K - $50K
4.96K $276K
Jan 27, 2025 Q4 2024
Beacon Financial Advisory LLC

BUY
 -
686
+ 7.14%
$43.6K - $48.8K
10.3K $573K
Jan 31, 2025 Q4 2024
D.A. Davidson & Co.

BUY
 -
685
+ 1.2%
$43.6K - $48.7K
57.8K $3.22M
Feb 06, 2025 Q4 2024
Bay Colony Advisory Group, Inc D

BUY
 -
683
+ 5.29%
$43.4K - $48.6K
13.6K $757K
Jan 30, 2025 Q4 2024
Valmark Advisers, Inc.

BUY
 -
665
+ 3.78%
$42.3K - $47.3K
18.3K $1.02M
Jan 29, 2025 Q4 2024
Essex Financial Services, Inc.

BUY
 -
662
+ 6.84%
$42.1K - $47.1K
10.3K $576K
Jan 17, 2025 Q4 2024
Kraft Asset Management, LLC

BUY
 -
660
+ 1.03%
$42K - $47K
64.5K $3.59M
Jan 24, 2025 Q4 2024
Sutton Place Investors LLC

Katonah, NY
BUY
 -
642
+ 2.08%
$40.8K - $45.7K
31.6K $1.76M
Jan 23, 2025 Q4 2024
Williams Financial, LLC

Bennington, VT
BUY
 -
624
+ 0.33%
$39.7K - $44.4K
190K $10.6M
Feb 04, 2025 Q4 2024
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
618
+ 8.69%
$39.3K - $44K
7.73K $430K
Feb 14, 2025 Q4 2024
10 Elms LLP

Tulsa, OK
BUY
 -
550
New
$35K - $39.1K
550 $30.6K
Feb 10, 2025 Q4 2024
Parallel Advisors, LLC

BUY
 -
547
+ 8.88%
$34.8K - $38.9K
6.71K $373K
Feb 04, 2025 Q4 2024
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
538
+ 1.17%
$34.2K - $38.3K
46.6K $2.6M
Jan 29, 2025 Q4 2024
Morris Financial Concepts, Inc.

BUY
 -
513
+ 2.43%
$32.6K - $36.5K
21.7K $1.21M
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
512
+ 2.01%
$32.6K - $36.4K
25.9K $1.44M
Jan 24, 2025 Q4 2024
Catalina Capital Group, LLC

Torrance, CA
BUY
 -
510
+ 10.08%
$32.4K - $36.3K
5.57K $310K
Feb 11, 2025 Q4 2024
Fca Corp

Houston, TX
BUY
 -
502
+ 2.32%
$31.9K - $35.7K
22.2K $1.23M
Jan 17, 2025 Q4 2024
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
498
+ 1.03%
$31.7K - $35.4K
48.8K $2.72M
Feb 13, 2025 Q4 2024
Advisory Services Network, LLC

BUY
 -
497
+ 2.17%
$31.6K - $35.4K
23.4K $1.31M
Jan 15, 2025 Q4 2024
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
BUY
 -
495
+ 2.98%
$31.5K - $35.2K
17.1K $953K
Feb 11, 2025 Q4 2024
Colony Family Offices, LLC

BUY
 -
494
+ 3.92%
$31.4K - $35.1K
13.1K $729K
Feb 12, 2025 Q4 2024
L & S Advisors Inc

Los Angeles, CA
BUY
 -
484
+ 4.14%
$30.8K - $34.4K
12.2K $677K
Feb 03, 2025 Q4 2024
Tradewinds Capital Management, LLC

BUY
 -
440
New
$28K - $31.3K
440 $24.5K
Feb 12, 2025 Q4 2024
First Western Trust Bank

Denver, CO
BUY
 -
429
+ 0.71%
$27.3K - $30.5K
60.7K $3.38M
Jan 31, 2025 Q4 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
415
+ 6.64%
$26.4K - $29.5K
6.66K $371K
Feb 13, 2025 Q4 2024
Richards, Merrill & Peterson, Inc.

Spokane, WA
BUY
 -
408
New
$25.9K - $29K
408 $22.7K
Jan 17, 2025 Q4 2024
Spinnaker Investment Group, LLC

BUY
 -
406
+ 0.24%
$25.8K - $28.9K
166K $9.26M
Feb 14, 2025 Q4 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
404
+ 139.79%
$25.7K - $28.7K
693 $38.6K
Feb 06, 2025 Q4 2024
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
390
+ 2.34%
$24.8K - $27.7K
17K $948K
Jan 23, 2025 Q4 2024
Kennebec Savings Bank

Augusta, ME
BUY
 -
387
+ 13.56%
$24.6K - $27.5K
3.24K $180K
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
387
New
$24.6K - $27.5K
387 $21.5K
Feb 10, 2025 Q4 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
385
+ 0.64%
$24.5K - $27.4K
60.9K $3.39M
Jan 27, 2025 Q4 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
383
+ 6.12%
$24.4K - $27.3K
6.64K $370K
Jan 10, 2025 Q4 2024
Lynch & Associates

BUY
 -
373
+ 8.2%
$23.7K - $26.5K
4.92K $274K

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