Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.96K+ 2.78% |
$207K - $252K
|
146K
$9.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
3.95K+ 24.03% |
$207K - $252K
|
20.4K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.94K+ 6.33% |
$206K - $251K
|
66.2K
$4.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.88KNew |
$203K - $247K
|
3.88K
$260K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.87K+ 18.98% |
$202K - $246K
|
24.2K
$1.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.83K+ 3.87% |
$200K - $244K
|
103K
$6.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.73K+ 0.53% |
$195K - $238K
|
707K
$47.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
3.71KNew |
$194K - $236K
|
3.71K
$249K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.69K+ 5.94% |
$193K - $235K
|
65.7K
$4.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.66K+ 26.35% |
$191K - $233K
|
17.5K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.66K+ 0.99% |
$191K - $233K
|
372K
$25M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.57K+ 26.1% |
$187K - $228K
|
17.3K
$1.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3.57KNew |
$187K - $227K
|
3.57K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.55KNew |
$186K - $226K
|
3.55K
$238K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.52KNew |
$184K - $224K
|
3.52K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.49K+ 8.24% |
$183K - $222K
|
45.8K
$3.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
3.47KNew |
$181K - $221K
|
3.47K
$233K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
3.43KNew |
$179K - $218K
|
3.43K
$230K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3.35K+ 4.94% |
$175K - $213K
|
71K
$4.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
3.32K+ 1.97% |
$173K - $211K
|
172K
$11.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.28KNew |
$172K - $209K
|
3.28K
$220K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.26K+ 44.41% |
$171K - $208K
|
10.6K
$712K
|
|
|
Nov 12, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.25K+ 7.08% |
$170K - $207K
|
49.1K
$3.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.24K+ 0.83% |
$169K - $206K
|
394K
$26.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.23K+ 43.66% |
$169K - $206K
|
10.6K
$715K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.17KNew |
$166K - $202K
|
3.17K
$213K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.15K+ 1.4% |
$165K - $201K
|
227K
$15.3M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
3.15KNew |
$165K - $200K
|
3.15K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.12K+ 797.95% |
$163K - $199K
|
3.51K
$236K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3.1K+ 1.06% |
$162K - $197K
|
295K
$19.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
3.08K+ 23.59% |
$161K - $196K
|
16.1K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.07K+ 15.61% |
$160K - $195K
|
22.7K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.06K+ 28.5% |
$160K - $195K
|
13.8K
$926K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.06K+ 17.53% |
$160K - $195K
|
20.5K
$1.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.05K+ 45.23% |
$159K - $194K
|
9.78K
$657K
|
|
|
Jul 30, 2025
Q2 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
2.91K+ 6.91% |
$152K - $185K
|
45K
$3.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.9K+ 1.88% |
$152K - $185K
|
157K
$10.5M
|
|
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.87K+ 9.03% |
$150K - $183K
|
34.7K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.83K+ 26.15% |
$148K - $180K
|
13.7K
$917K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.83K+ 32.46% |
$148K - $180K
|
11.5K
$775K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.83K+ 26.78% |
$148K - $180K
|
13.4K
$898K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.78K+ 1.1% |
$146K - $177K
|
257K
$17.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
2.76K+ 6.91% |
$144K - $176K
|
42.6K
$2.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.7K+ 6.47% |
$141K - $172K
|
44.4K
$2.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.64K+ 197.08% |
$138K - $168K
|
3.97K
$267K
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.63K+ 2.18% |
$137K - $167K
|
123K
$8.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.58K+ 4.72% |
$135K - $164K
|
57.2K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
2.53K+ 3.13% |
$132K - $161K
|
83.2K
$5.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.5K+ 31.23% |
$131K - $159K
|
10.5K
$706K
|
|
|
Sep 03, 2025
Q2 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
2.46K+ 2.14% |
$129K - $157K
|
118K
$7.9M
|
|