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 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
113+ 2.04% |
$7.18K - $8.04K
|
5.65K
$373K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
101+ 2.12% |
$6.42K - $7.19K
|
4.87K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
101+ 3.09% |
$6.42K - $7.19K
|
3.37K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
101+ 34.83% |
$6.42K - $7.19K
|
391
$25.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$6.36K - $7.12K
|
100
$6.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
96+ 0.23% |
$6.1K - $6.83K
|
41.7K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
95+ 0.13% |
$6.04K - $6.76K
|
72.7K
$4.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
77+ 0.47% |
$4.9K - $5.48K
|
16.6K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
66+ 2.66% |
$4.2K - $4.7K
|
2.55K
$168K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
65+ 0.84% |
$4.13K - $4.62K
|
7.77K
$513K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
58+ 0.73% |
$3.69K - $4.13K
|
7.96K
$526K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
56New |
$3.56K - $3.98K
|
56
$3.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
52+ 0.28% |
$3.31K - $3.7K
|
18.9K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
49+ 0.05% |
$3.12K - $3.49K
|
105K
$6.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
41+ 0.22% |
$2.61K - $2.92K
|
18.4K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
40+ 0.07% |
$2.54K - $2.85K
|
59K
$3.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
40+ 0.23% |
$2.54K - $2.85K
|
17.3K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
38+ 0.27% |
$2.42K - $2.7K
|
14K
$921K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
30+ 0.28% |
$1.91K - $2.13K
|
10.7K
$707K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
28+ 0.1% |
$1.78K - $1.99K
|
28K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
28+ 0.2% |
$1.78K - $1.99K
|
14.3K
$944K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
26+ 0.27% |
$1.65K - $1.85K
|
9.56K
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.23% |
$1.65K - $1.85K
|
11.4K
$754K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
21+ 0.19% |
$1.34K - $1.49K
|
11.1K
$732K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
19+ 0.28% |
$1.21K - $1.35K
|
6.79K
$448K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
19+ 0.04% |
$1.21K - $1.35K
|
51.5K
$3.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17+ 0.3% |
$1.08K - $1.21K
|
5.63K
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11+ 0.12% |
$699 - $783
|
9.27K
$612K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
11+ 0.21% |
$699 - $783
|
5.27K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
10+ 0.24% |
$636 - $712
|
4.22K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.28% |
$636 - $712
|
3.52K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9+ 0.3% |
$572 - $640
|
3K
$198K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8+ 0.29% |
$509 - $569
|
2.77K
$183K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
8+ 0.1% |
$509 - $569
|
8.05K
$532K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4+ 0.11% |
$254 - $285
|
3.71K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.11% |
$254 - $285
|
3.55K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 0.26% |
$254 - $285
|
1.55K
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3+ 0.02% |
$191 - $213
|
14.7K
$969K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3+ 0.06% |
$191 - $213
|
4.82K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$127 - $142
|
28.7K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2+ 0.06% |
$127 - $142
|
3.4K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
2+ 0.06% |
$127 - $142
|
3.54K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2+ 0.04% |
$127 - $142
|
5.02K
$331K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$63.6 - $71.2
|
3.88K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1+ 0.02% |
$63.6 - $71.2
|
4.11K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.62% |
$63.6 - $71.2
|
163
$10.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.01% |
$63.6 - $71.2
|
17.4K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-6- 0.09% |
$381 - $427
|
6.61K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-9- 0.08% |
$572 - $640
|
10.6K
$699K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-14- 0.11% |
$890 - $996
|
12.7K
$841K
|