Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.27KNew |
$175K - $199K
|
3.27K
$218K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
3.15K+ 2.88% |
$168K - $192K
|
113K
$7.51M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3K+ 7.66% |
$160K - $182K
|
42.1K
$2.81M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.96K+ 3.0% |
$158K - $180K
|
102K
$6.79M
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 20.29% |
$141K - $160K
|
15.6K
$1.04M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.36K+ 180.28% |
$126K - $143K
|
3.67K
$245K
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.11K+ 4.25% |
$113K - $128K
|
51.8K
$3.45M
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2.11K+ 3.35% |
$113K - $128K
|
64.9K
$4.33M
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.09K+ 31.49% |
$112K - $127K
|
8.71K
$581K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.93K+ 447.45% |
$103K - $118K
|
2.37K
$158K
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.91K+ 1.87% |
$102K - $116K
|
104K
$6.95M
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.88KNew |
$101K - $114K
|
1.88K
$125K
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.83K+ 5.87% |
$98K - $112K
|
33.1K
$2.21M
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.81K+ 8.9% |
$96.6K - $110K
|
22.1K
$1.48M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 8.97% |
$96K - $109K
|
21.8K
$1.46M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.75K+ 6.02% |
$93.3K - $106K
|
30.7K
$2.05M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.65KNew |
$87.9K - $100K
|
1.65K
$110K
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.4K+ 3.22% |
$75K - $85.4K
|
45K
$3M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.31K+ 30.7% |
$69.9K - $79.5K
|
5.56K
$371K
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.26K+ 26.27% |
$67.3K - $76.6K
|
6.05K
$404K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.24K+ 1.75% |
$66.5K - $75.7K
|
72.1K
$4.81M
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.01K+ 0.77% |
$54.1K - $61.5K
|
132K
$8.79M
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
859New |
$45.9K - $52.2K
|
859
$57.3K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
816+ 165.85% |
$43.6K - $49.6K
|
1.31K
$87.3K
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
801+ 17.64% |
$42.8K - $48.7K
|
5.34K
$356K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
760New |
$40.6K - $46.2K
|
760
$50.7K
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
657+ 0.82% |
$35.1K - $40K
|
80.7K
$5.38M
|
|
Apr 29, 2022
Q1 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
651+ 6.22% |
$34.8K - $39.6K
|
11.1K
$742K
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
603+ 0.44% |
$32.2K - $36.7K
|
137K
$9.12M
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
500+ 14.01% |
$26.7K - $30.4K
|
4.07K
$272K
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
413+ 2.92% |
$22.1K - $25.1K
|
14.5K
$970K
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
402+ 2.5% |
$21.5K - $24.4K
|
16.5K
$1.1M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
333+ 3.94% |
$17.8K - $20.3K
|
8.79K
$586K
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
331+ 0.59% |
$17.7K - $20.1K
|
56.1K
$3.74M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
307New |
$16.4K - $18.7K
|
307
$20.5K
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
262+ 0.74% |
$14K - $15.9K
|
35.8K
$2.39M
|
|
Apr 27, 2022
Q1 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
228+ 1.51% |
$12.2K - $13.9K
|
15.3K
$1.02M
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
217+ 0.45% |
$11.6K - $13.2K
|
48.7K
$3.25M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
200+ 0.9% |
$10.7K - $12.2K
|
22.4K
$1.49M
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
194+ 1.21% |
$10.4K - $11.8K
|
16.3K
$1.08M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
120+ 0.66% |
$6.41K - $7.3K
|
18.2K
$1.21M
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
110+ 0.07% |
$5.88K - $6.69K
|
159K
$10.6M
|
|
May 02, 2022
Q1 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
92+ 0.13% |
$4.92K - $5.6K
|
68.5K
$4.57M
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
59New |
$3.15K - $3.59K
|
59
$3.94K
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
36+ 0.63% |
$1.92K - $2.19K
|
5.77K
$385K
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
36+ 0.1% |
$1.92K - $2.19K
|
34.8K
$2.32M
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
27+ 0.55% |
$1.44K - $1.64K
|
4.92K
$328K
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
26+ 6.81% |
$1.39K - $1.58K
|
408
$27.2K
|
|
Aug 12, 2022
Q1 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
20+ 0.14% |
$1.07K - $1.22K
|
14.6K
$976K
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
18+ 0.07% |
$962 - $1.09K
|
26.6K
$1.77M
|