Latest Institutional Purchases of Dimensional ETF Tr U S Small C (DFAS)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr U S Small C (DFAS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
28.5KNew |
$1.69M - $1.86M
|
28.5K
$1.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
27.1K+ 7.82% |
$1.61M - $1.77M
|
374K
$25.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
25.6K+ 506.56% |
$1.52M - $1.67M
|
30.7K
$2.08M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
25.4KNew |
$1.51M - $1.66M
|
25.4K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
23.8K+ 682.17% |
$1.41M - $1.56M
|
27.3K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.7K+ 56.22% |
$1.4M - $1.55M
|
65.9K
$4.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
22.4K+ 9.0% |
$1.33M - $1.47M
|
272K
$18.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
22.3K+ 6.51% |
$1.32M - $1.45M
|
364K
$24.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20.2KNew |
$1.19M - $1.32M
|
20.2K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.1KNew |
$1.19M - $1.32M
|
20.1K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
19.3K+ 49.51% |
$1.14M - $1.26M
|
58.3K
$3.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
18.3K+ 48.31% |
$1.08M - $1.19M
|
56.1K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.1K+ 8.83% |
$1.07M - $1.18M
|
223K
$15.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18K+ 147.09% |
$1.07M - $1.18M
|
30.3K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.7K+ 25.86% |
$1.05M - $1.16M
|
86.1K
$5.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
17.1K+ 6.07% |
$1.01M - $1.12M
|
299K
$20.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.1K+ 13.06% |
$1.01M - $1.12M
|
148K
$10M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
17K+ 1.96% |
$1.01M - $1.11M
|
886K
$60M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
16.1K+ 11.1% |
$956K - $1.05M
|
161K
$10.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
15.2K+ 7.51% |
$901K - $993K
|
218K
$14.7M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.2K+ 8.49% |
$899K - $991K
|
194K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.9K+ 91.26% |
$883K - $973K
|
31.2K
$2.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.8K+ 17.79% |
$878K - $968K
|
98.1K
$6.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
14.7K+ 8.96% |
$872K - $961K
|
179K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 8.63% |
$794K - $876K
|
169K
$11.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
12.7K+ 8.94% |
$751K - $828K
|
154K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.3K+ 167.96% |
$728K - $803K
|
19.6K
$1.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
12.1K+ 16.12% |
$719K - $793K
|
87.5K
$5.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
11.7K+ 16.08% |
$696K - $767K
|
84.8K
$5.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
11.5K+ 69.98% |
$681K - $751K
|
27.9K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
11.3K+ 4.96% |
$670K - $739K
|
240K
$16.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 2.37% |
$668K - $736K
|
488K
$33M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11.2K+ 8.11% |
$661K - $728K
|
149K
$10.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
10.5K+ 19.71% |
$624K - $688K
|
64K
$4.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.4KNew |
$615K - $678K
|
10.4K
$702K
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
10.3K+ 20.96% |
$608K - $670K
|
59.2K
$4.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.89K+ 4.22% |
$527K - $581K
|
220K
$14.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.78K+ 9.21% |
$520K - $574K
|
104K
$7.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
8.71K+ 1.22% |
$516K - $569K
|
723K
$48.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
8.46KNew |
$501K - $553K
|
8.46K
$573K
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
8.44K+ 91.1% |
$500K - $551K
|
17.7K
$1.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
8.08K+ 17.06% |
$479K - $528K
|
55.4K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8K+ 9.05% |
$474K - $523K
|
96.4K
$6.53M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8K+ 15.46% |
$474K - $522K
|
59.7K
$4.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
7.91K+ 8.07% |
$469K - $517K
|
106K
$7.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.82K+ 2.12% |
$463K - $511K
|
377K
$25.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7.68KNew |
$455K - $502K
|
7.68K
$520K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
7.68K+ 2.91% |
$455K - $501K
|
272K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
7.58KNew |
$449K - $495K
|
7.58K
$513K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
7.54K+ 2.78% |
$447K - $493K
|
279K
$18.9M
|