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 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
80+ 1.27% |
$4.74K - $5.23K
|
6.38K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
70+ 1.17% |
$4.15K - $4.57K
|
6.06K
$410K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
61+ 0.04% |
$3.61K - $3.99K
|
144K
$9.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
53New |
$3.14K - $3.46K
|
53
$3.59K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
40+ 0.85% |
$2.37K - $2.61K
|
4.77K
$323K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
38+ 0.21% |
$2.25K - $2.48K
|
18.3K
$1.24M
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
37+ 0.06% |
$2.19K - $2.42K
|
59K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
34+ 0.19% |
$2.01K - $2.22K
|
17.8K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
26+ 0.24% |
$1.54K - $1.7K
|
10.7K
$723K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
23+ 0.24% |
$1.36K - $1.5K
|
9.53K
$645K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16+ 0.02% |
$948 - $1.05K
|
71.8K
$4.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
15+ 0.72% |
$889 - $980
|
2.09K
$142K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 0.06% |
$711 - $784
|
21K
$1.42M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 0.19% |
$593 - $653
|
5.26K
$356K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
9+ 0.26% |
$533 - $588
|
3.51K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7+ 0.23% |
$415 - $457
|
2.99K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
5+ 0.04% |
$296 - $327
|
14.1K
$954K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5+ 0.01% |
$296 - $327
|
58.6K
$3.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4+ 0.11% |
$237 - $261
|
3.71K
$251K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 0.26% |
$237 - $261
|
1.55K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.09% |
$178 - $196
|
3.48K
$236K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
3+ 0.01% |
$178 - $196
|
23.3K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2+ 0.06% |
$119 - $131
|
3.4K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$59.3 - $65.3
|
9.68K
$655K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.25% |
$59.3 - $65.3
|
407
$27.5K
|
|
| Q2 2024 | |||||||
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
241K+ 509.09% |
$13.9M - $15.1M
|
289K
$19.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.3KNew |
$651K - $708K
|
11.3K
$768K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.6KNew |
$609K - $661K
|
10.6K
$718K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
8.79K+ 8.5% |
$505K - $548K
|
112K
$7.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
6.41KNew |
$368K - $400K
|
6.41K
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.81KNew |
$334K - $363K
|
5.81K
$393K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
4.54KNew |
$261K - $283K
|
4.54K
$308K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.4KNew |
$253K - $274K
|
4.4K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.76KNew |
$216K - $235K
|
3.76K
$255K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.44KNew |
$197K - $214K
|
3.44K
$233K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.44KNew |
$197K - $214K
|
3.44K
$233K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
3.28K+ 3.82% |
$188K - $205K
|
89.2K
$6.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
2.67K+ 17.78% |
$153K - $167K
|
17.7K
$1.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.61KNew |
$150K - $163K
|
2.61K
$177K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.14K+ 113.44% |
$123K - $134K
|
4.03K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.75KNew |
$100K - $109K
|
1.75K
$118K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.34KNew |
$76.8K - $83.4K
|
1.34K
$90.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.15K+ 5.32% |
$66.2K - $71.9K
|
22.8K
$1.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
963New |
$55.3K - $60.1K
|
963
$65.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
830+ 235.13% |
$47.7K - $51.8K
|
1.18K
$80.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
427+ 11.63% |
$24.5K - $26.6K
|
4.1K
$277K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
419+ 167.6% |
$24.1K - $26.1K
|
669
$45.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
386+ 1.71% |
$22.2K - $24.1K
|
23K
$1.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
284New |
$16.3K - $17.7K
|
284
$19.2K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
215New |
$12.3K - $13.4K
|
215
$14.6K
|
|