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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.49K+ 6.48% |
$148K - $163K
|
41K
$2.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.47K+ 21.94% |
$146K - $161K
|
13.7K
$930K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.4K+ 14.29% |
$142K - $157K
|
19.2K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
2.36K+ 30.68% |
$140K - $154K
|
10K
$680K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.34K+ 19.57% |
$139K - $153K
|
14.3K
$969K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.33K+ 4.73% |
$138K - $152K
|
51.7K
$3.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.24K+ 9.62% |
$133K - $146K
|
25.5K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.2K+ 41.29% |
$131K - $144K
|
7.54K
$510K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.19K+ 10.44% |
$130K - $143K
|
23.2K
$1.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.17K+ 268.81% |
$129K - $142K
|
2.98K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.16K+ 2.79% |
$128K - $141K
|
79.5K
$5.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
2.02K+ 5.87% |
$120K - $132K
|
36.5K
$2.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.95K+ 10.17% |
$116K - $128K
|
21.2K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.94K+ 27.58% |
$115K - $126K
|
8.95K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.93K+ 46.12% |
$115K - $126K
|
6.12K
$415K
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.89K+ 4.56% |
$112K - $124K
|
43.4K
$2.94M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.88K+ 12.94% |
$111K - $123K
|
16.4K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.86K+ 3.31% |
$110K - $121K
|
57.9K
$3.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.74K+ 14.22% |
$103K - $114K
|
14K
$948K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.71KNew |
$101K - $112K
|
1.71K
$116K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.71KNew |
$101K - $111K
|
1.71K
$115K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
1.7K+ 15.6% |
$101K - $111K
|
12.6K
$853K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.65K+ 0.61% |
$97.8K - $108K
|
274K
$18.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.63K+ 35.39% |
$96.7K - $107K
|
6.24K
$423K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.62K+ 8.83% |
$95.7K - $106K
|
19.9K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.53K+ 7.67% |
$90.6K - $99.9K
|
21.5K
$1.45M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
1.5KNew |
$88.8K - $97.9K
|
1.5K
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.49K+ 2.07% |
$88.4K - $97.5K
|
73.5K
$4.98M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.47K+ 2.64% |
$87K - $95.9K
|
57.2K
$3.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 5.25% |
$86.6K - $95.5K
|
29.3K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.46K+ 51.96% |
$86.2K - $95.1K
|
4.26K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.44K+ 14.83% |
$85.2K - $93.9K
|
11.1K
$754K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.43K+ 3.13% |
$84.6K - $93.3K
|
47.1K
$3.19M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.41K+ 1.26% |
$83.3K - $91.9K
|
113K
$7.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.25K+ 6.13% |
$74.2K - $81.8K
|
21.7K
$1.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.24K+ 3.96% |
$73.5K - $81.1K
|
32.6K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.22K+ 20.71% |
$72.3K - $79.7K
|
7.11K
$481K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.2K+ 4.27% |
$71.2K - $78.5K
|
29.3K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.15K+ 0.69% |
$68K - $74.9K
|
168K
$11.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.12K+ 1.25% |
$66.5K - $73.4K
|
90.9K
$6.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.11K+ 11.6% |
$65.8K - $72.5K
|
10.7K
$723K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.09K+ 9.18% |
$64.3K - $70.9K
|
12.9K
$874K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.08KNew |
$64.2K - $70.8K
|
1.08K
$73.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.07K+ 13.53% |
$63.2K - $69.6K
|
8.94K
$605K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.04K+ 42.35% |
$61.6K - $67.9K
|
3.5K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
988+ 6.31% |
$58.5K - $64.5K
|
16.6K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
981New |
$58.1K - $64.1K
|
981
$66.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
965+ 119.14% |
$57.2K - $63K
|
1.78K
$120K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
961New |
$56.9K - $62.8K
|
961
$65.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
921+ 6.1% |
$54.6K - $60.2K
|
16K
$1.08M
|