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
Jan 28, 2025 Q4 2024
Stone Point Wealth LLC

BUY
 -
370
+ 5.49%
$23.5K - $26.3K
7.11K $396K
Jan 17, 2025 Q4 2024
Black Point Wealth Management

Naples, FL
BUY
 -
358
+ 3.71%
$22.8K - $25.5K
10K $556K
Feb 03, 2025 Q4 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
323
+ 3.49%
$20.5K - $23K
9.57K $533K
Feb 13, 2025 Q4 2024
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
314
+ 0.63%
$20K - $22.3K
50K $2.79M
Feb 14, 2025 Q4 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
304
+ 6.47%
$19.3K - $21.6K
5K $278K
Jan 07, 2025 Q4 2024
Diversified Trust CO

BUY
 -
300
+ 2.8%
$19.1K - $21.3K
11K $613K
Jan 15, 2025 Q4 2024
Andrews, Lucia Wealth Management LLC

BUY
 -
294
+ 0.33%
$18.7K - $20.9K
90K $5.01M
Mar 12, 2025 Q4 2024
Centaurus Financial, Inc.

BUY
 -
281
+ 2.27%
$17.9K - $20K
12.7K $705K
Jan 29, 2025 Q4 2024
Tranquility Partners, LLC

BUY
 -
256
+ 6.42%
$16.3K - $18.2K
4.25K $236K
Jan 21, 2025 Q4 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
253
+ 0.51%
$16.1K - $18K
49.7K $2.77M
Jan 02, 2025 Q4 2024
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
247
New
$15.7K - $17.6K
247 $13.8K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
246
+ 176.98%
$15.6K - $17.5K
385 $21.4K
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
245
+ 2.7%
$15.6K - $17.4K
9.32K $519K
Feb 12, 2025 Q4 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
230
+ 1.64%
$14.6K - $16.4K
14.2K $792K
Jan 31, 2025 Q4 2024
Beta Wealth Group, Inc.

BUY
 -
226
+ 1.41%
$14.4K - $16.1K
16.3K $905K
Jan 24, 2025 Q4 2024
Grunden Financial Advisory, Inc.

Denton, TX
BUY
 -
224
+ 0.43%
$14.2K - $15.9K
52K $2.9M
Feb 04, 2025 Q4 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
220
+ 0.89%
$14K - $15.7K
25K $1.39M
Jan 28, 2025 Q4 2024
Comprehensive Financial Planning, Inc./Pa

East Petersburg, PA
BUY
 -
195
New
$12.4K - $13.9K
195 $10.9K
Feb 10, 2025 Q4 2024
Montis Financial, LLC

BUY
 -
195
+ 3.74%
$12.4K - $13.9K
5.41K $301K
Feb 06, 2025 Q4 2024
Washington Trust Advisors, Inc.

BUY
 -
190
+ 4.71%
$12.1K - $13.5K
4.22K $235K
Jan 14, 2025 Q4 2024
Pinnacle Bancorp, Inc.

BUY
 -
179
+ 0.94%
$11.4K - $12.7K
19.1K $1.06M
Jan 29, 2025 Q4 2024
Naples Global Advisors, LLC

Naples, FL
BUY
 -
176
+ 1.05%
$11.2K - $12.5K
17K $946K
Feb 25, 2025 Q4 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
171
+ 0.6%
$10.9K - $12.2K
28.8K $1.6M
Feb 13, 2025 Q4 2024
Legacy Investment Solutions, LLC

Meridian, ID
BUY
 -
166
New
$10.6K - $11.8K
166 $9.24K
Feb 13, 2025 Q4 2024
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
166
New
$10.6K - $11.8K
166 $9.24K
Jan 29, 2025 Q4 2024
Avidian Wealth Solutions, LLC

BUY
 -
165
+ 0.46%
$10.5K - $11.7K
35.8K $1.99M
Jan 16, 2025 Q4 2024
Hbc Financial Services, Pllc

BUY
 -
162
New
$10.3K - $11.5K
162 $9.02K
Feb 07, 2025 Q4 2024
Tortoise Investment Management, LLC

BUY
 -
157
+ 0.54%
$9.98K - $11.2K
29.3K $1.63M
Feb 10, 2025 Q4 2024
Sovereign Investment Advisors, LLC

BUY
 -
140
+ 2.7%
$8.9K - $9.96K
5.33K $297K
Jan 17, 2025 Q4 2024
Investment Advisory Group, LLC

BUY
 -
124
+ 0.23%
$7.88K - $8.82K
54.1K $3.01M
Jan 23, 2025 Q4 2024
Capital Investment Advisory Services, LLC

BUY
 -
113
+ 2.04%
$7.18K - $8.04K
5.65K $314K
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
101
+ 34.83%
$6.42K - $7.19K
391 $21.8K
Feb 12, 2025 Q4 2024
Meridian Management CO

BUY
 -
101
+ 3.09%
$6.42K - $7.19K
3.37K $187K
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
101
+ 2.12%
$6.42K - $7.19K
4.87K $271K
Feb 11, 2025 Q4 2024
Simplex Trading, LLC

BUY
 -
100
New
$6.36K - $7.12K
100 $5.57K
Feb 13, 2025 Q4 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
100
+ 0.29%
$6.36K - $7.12K
35.1K $1.96M
Feb 11, 2025 Q4 2024
Syverson Strege & CO

West Des Moines, IA
BUY
 -
96
+ 0.23%
$6.1K - $6.83K
41.7K $2.32M
Feb 03, 2025 Q4 2024
Waterfront Wealth Inc.

BUY
 -
95
+ 0.13%
$6.04K - $6.76K
72.7K $4.05M
Jan 30, 2025 Q4 2024
Valeo Financial Advisors, LLC

BUY
 -
77
+ 0.47%
$4.9K - $5.48K
16.6K $925K
Jan 23, 2025 Q4 2024
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
66
+ 2.66%
$4.2K - $4.7K
2.55K $142K
Jan 24, 2025 Q4 2024
S.A. Mason LLC

BUY
 -
65
+ 0.84%
$4.13K - $4.62K
7.77K $432K
Feb 14, 2025 Q4 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
60
+ 0.22%
$3.81K - $4.27K
27.4K $1.52M
Jan 28, 2025 Q4 2024
Joel Isaacson & Co., LLC

BUY
 -
58
+ 0.73%
$3.69K - $4.13K
7.96K $443K
Feb 12, 2025 Q4 2024
Citigroup Inc

BUY
 -
56
New
$3.56K - $3.98K
56 $3.12K
Jan 22, 2025 Q4 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
52
+ 0.28%
$3.31K - $3.7K
18.9K $1.05M
Feb 25, 2025 Q4 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
49
+ 0.57%
$3.12K - $3.49K
8.71K $485K
Feb 07, 2025 Q4 2024
Claris Advisors, LLC

BUY
 -
49
+ 0.05%
$3.12K - $3.49K
105K $5.84M
Feb 07, 2025 Q4 2024
Warwick Investment Management, Inc.

BUY
 -
41
+ 0.22%
$2.61K - $2.92K
18.4K $1.02M
Feb 06, 2025 Q4 2024
Bedel Financial Consulting, Inc.

BUY
 -
40
+ 0.23%
$2.54K - $2.85K
17.3K $961K

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