Purchases and Sales Made in Q3 2024 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.7K+ 56.22% |
$1.4M - $1.55M
|
65.9K
$4.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
22.4K+ 9.0% |
$1.33M - $1.47M
|
272K
$18.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
22.3K+ 6.51% |
$1.32M - $1.45M
|
364K
$24.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
22.1K+ 14.6% |
$1.31M - $1.45M
|
174K
$11.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21.5K+ 4.18% |
$1.27M - $1.4M
|
535K
$35.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
21.2K+ 167.86% |
$1.25M - $1.38M
|
33.8K
$2.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
20.8K+ 6.28% |
$1.23M - $1.36M
|
351K
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20.2KNew |
$1.19M - $1.32M
|
20.2K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.1KNew |
$1.19M - $1.32M
|
20.1K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
19.3K+ 49.51% |
$1.14M - $1.26M
|
58.3K
$3.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
18.3K+ 48.31% |
$1.08M - $1.19M
|
56.1K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.1K+ 8.83% |
$1.07M - $1.18M
|
223K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18K+ 147.09% |
$1.07M - $1.18M
|
30.3K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.7K+ 25.86% |
$1.05M - $1.16M
|
86.1K
$5.74M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
17.6K+ 15.8% |
$1.04M - $1.15M
|
129K
$8.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
17.6K+ 15.86% |
$1.04M - $1.15M
|
128K
$8.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
17.1K+ 6.07% |
$1.01M - $1.12M
|
299K
$20M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.1K+ 13.06% |
$1.01M - $1.12M
|
148K
$9.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
17K+ 1.96% |
$1.01M - $1.11M
|
886K
$59.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
16.1K+ 11.1% |
$956K - $1.05M
|
161K
$10.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
15.7K+ 47.79% |
$932K - $1.03M
|
48.6K
$3.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
15.2K+ 7.51% |
$901K - $993K
|
218K
$14.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.2K+ 8.49% |
$899K - $991K
|
194K
$12.9M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.2K+ 8.49% |
$899K - $991K
|
194K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.9K+ 91.26% |
$883K - $973K
|
31.2K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.8K+ 17.79% |
$878K - $968K
|
98.1K
$6.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
14.7K+ 8.96% |
$872K - $961K
|
179K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 8.63% |
$794K - $876K
|
169K
$11.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
12.7K+ 8.94% |
$751K - $828K
|
154K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.3K+ 167.96% |
$728K - $803K
|
19.6K
$1.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
12.1K+ 16.12% |
$719K - $793K
|
87.5K
$5.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
11.7K+ 16.08% |
$696K - $767K
|
84.8K
$5.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
11.5K+ 69.98% |
$681K - $751K
|
27.9K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
11.3K+ 4.96% |
$670K - $739K
|
240K
$16M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 2.37% |
$668K - $736K
|
488K
$32.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11.2K+ 8.11% |
$661K - $728K
|
149K
$9.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
10.5K+ 19.71% |
$624K - $688K
|
64K
$4.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.4KNew |
$615K - $678K
|
10.4K
$692K
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
10.3K+ 20.96% |
$608K - $670K
|
59.2K
$3.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
10.2K+ 18.08% |
$605K - $667K
|
66.7K
$4.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
9.79K+ 21.77% |
$580K - $639K
|
54.7K
$3.65M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.56K+ 10.87% |
$566K - $625K
|
97.5K
$6.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
9.42K+ 8.36% |
$558K - $615K
|
122K
$8.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
9.15K+ 47.92% |
$542K - $597K
|
28.2K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.89K+ 4.22% |
$527K - $581K
|
220K
$14.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.78K+ 9.21% |
$520K - $574K
|
104K
$6.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
8.71K+ 1.22% |
$516K - $569K
|
723K
$48.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
8.65K+ 21.83% |
$513K - $565K
|
48.3K
$3.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
8.46KNew |
$501K - $553K
|
8.46K
$565K
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
8.44K+ 91.1% |
$500K - $551K
|
17.7K
$1.18M
|