Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr U S Small C (DFAS)

DFAS Quotes by TradingView

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
Jul 16, 2025 Q2 2025
Midwest Heritage Bank, Fsb

BUY
 -
780
+ 0.42%
$40.8K - $49.7K
188K $12.6M
Aug 06, 2025 Q2 2025
Ae Wealth Management LLC

BUY
 -
771
+ 42.27%
$40.3K - $49.1K
2.6K $174K
Jul 23, 2025 Q2 2025
Valmark Advisers, Inc.

BUY
 -
768
+ 4.12%
$40.2K - $48.9K
19.4K $1.3M
Jul 21, 2025 Q2 2025
Kennebec Savings Bank

Augusta, ME
BUY
 -
744
+ 23.29%
$38.9K - $47.4K
3.94K $265K
Aug 14, 2025 Q2 2025
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
728
New
$38.1K - $46.4K
728 $48.9K
Aug 04, 2025 Q2 2025
Hantz Financial Services, Inc.

BUY
 -
728
New
$38.1K - $46.4K
728 $48.9K
Jul 21, 2025 Q2 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
694
+ 13.68%
$36.3K - $44.2K
5.77K $387K
Jul 15, 2025 Q2 2025
Total Wealth Planning, LLC

BUY
 -
692
+ 5.53%
$36.2K - $44.1K
13.2K $886K
Aug 14, 2025 Q2 2025
Integrated Wealth Concepts LLC

BUY
 -
682
+ 3.1%
$35.7K - $43.5K
22.7K $1.52M
Aug 14, 2025 Q2 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
679
+ 685.86%
$35.5K - $43.3K
778 $52.2K
Aug 05, 2025 Q2 2025
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
654
+ 2.56%
$34.2K - $41.7K
26.2K $1.76M
Oct 17, 2025 Q2 2025
Hm Payson & CO

Portland, ME
BUY
 -
650
+ 5.99%
$34K - $41.4K
11.5K $773K
Aug 11, 2025 Q2 2025
Principal Securities, Inc.

Des Moines, IA
BUY
 -
644
+ 167.27%
$33.7K - $41K
1.03K $69.1K
Aug 14, 2025 Q2 2025
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
583
+ 9.68%
$30.5K - $37.1K
6.61K $444K
Jul 29, 2025 Q2 2025
Kondo Wealth Advisors, Inc.

Pasadena, CA
BUY
 -
576
+ 0.86%
$30.1K - $36.7K
67.9K $4.56M
Jul 14, 2025 Q2 2025
Enzi Wealth

Austin, TX
BUY
 -
573
+ 0.36%
$30K - $36.5K
161K $10.8M
Aug 14, 2025 Q2 2025
Betterment LLC

New York, NY
BUY
 -
567
+ 6.15%
$29.7K - $36.1K
9.78K $657K
Jul 09, 2025 Q2 2025
Reyes Financial Architecture, Inc.

San Diego, CA
BUY
 -
559
New
$29.2K - $35.6K
559 $37.5K
Aug 29, 2025 Q2 2025
Centaurus Financial, Inc.

BUY
 -
513
+ 3.97%
$26.8K - $32.7K
13.4K $902K
Jul 29, 2025 Q2 2025
Stratos Wealth Partners, Ltd.

BUY
 -
510
+ 2.3%
$26.7K - $32.5K
22.7K $1.52M
Aug 14, 2025 Q2 2025
Summit Trail Advisors, LLC

New York, NY
BUY
 -
504
+ 3.34%
$26.4K - $32.1K
15.6K $1.05M
Jul 31, 2025 Q2 2025
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
498
+ 0.99%
$26.1K - $31.7K
50.8K $3.41M
Jul 09, 2025 Q2 2025
Aurelius Family Office LLC

Bedford, NH
BUY
 -
485
+ 1.12%
$25.4K - $30.9K
43.7K $2.93M
Aug 08, 2025 Q2 2025
Washington Trust CO

BUY
 -
415
+ 6.47%
$21.7K - $26.4K
6.83K $458K
Jul 22, 2025 Q2 2025
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
389
+ 2.01%
$20.3K - $24.8K
19.7K $1.33M
Aug 01, 2025 Q2 2025
Cedar Point Capital Partners, LLC

Cedar Rapids, IA
BUY
 -
384
+ 0.32%
$20.1K - $24.5K
119K $7.99M
Jul 15, 2025 Q2 2025
Lynch & Associates

BUY
 -
374
+ 7.1%
$19.6K - $23.8K
5.65K $379K
Aug 04, 2025 Q2 2025
Assetmark, Inc

BUY
 -
362
+ 17.02%
$18.9K - $23.1K
2.49K $167K
Aug 14, 2025 Q2 2025
Promus Capital, LLC

Chicago, IL
BUY
 -
355
New
$18.6K - $22.6K
355 $23.8K
Jul 24, 2025 Q2 2025
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
353
+ 4.56%
$18.5K - $22.5K
8.09K $543K
Jul 25, 2025 Q2 2025
Tranquility Partners, LLC

BUY
 -
343
+ 7.64%
$17.9K - $21.9K
4.83K $324K
Jul 23, 2025 Q2 2025
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
340
+ 0.79%
$17.8K - $21.7K
43.1K $2.9M
Aug 05, 2025 Q2 2025
Dunhill Financial, LLC

London, X0
BUY
 -
313
New
$16.4K - $19.9K
313 $21K
Aug 11, 2025 Q2 2025
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
294
+ 0.84%
$15.4K - $18.7K
35.1K $2.36M
Oct 28, 2025 Q2 2025
Pinnacle Financial Partners Inc

BUY
 -
270
+ 2.85%
$14.1K - $17.2K
9.74K $654K
Aug 12, 2025 Q2 2025
Accredited Wealth Management, LLC

Louisville, KY
BUY
 -
250
+ 1.14%
$13.1K - $15.9K
22.1K $1.49M
Jul 17, 2025 Q2 2025
Mustard Seed Financial, LLC

Magnolia, AR
BUY
 -
243
+ 4.84%
$12.7K - $15.5K
5.27K $354K
Aug 13, 2025 Q2 2025
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
237
+ 4.31%
$12.4K - $15.1K
5.74K $386K
Aug 12, 2025 Q2 2025
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
232
+ 3.42%
$12.1K - $14.8K
7.01K $471K
Jul 07, 2025 Q2 2025
Kings Path Partners LLC

Sugar Land, TX
BUY
 -
213
New
$11.1K - $13.6K
213 $14.3K
Aug 13, 2025 Q2 2025
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
210
New
$11K - $13.4K
210 $14.1K
Jul 17, 2025 Q2 2025
Smith Chas P & Associates Pa Cpas

BUY
 -
207
+ 2.1%
$10.8K - $13.2K
10K $675K
Jul 28, 2025 Q2 2025
Sincerus Advisory, LLC

New York, NY
BUY
 -
199
+ 2.45%
$10.4K - $12.7K
8.34K $560K
Aug 06, 2025 Q2 2025
South State Corp

BUY
 -
195
+ 11.52%
$10.2K - $12.4K
1.89K $127K
Aug 12, 2025 Q2 2025
Lauer Wealth, LLC

Valparaiso, IN
BUY
 -
178
+ 0.46%
$9.31K - $11.3K
39.2K $2.63M
Jul 17, 2025 Q2 2025
Montis Financial, LLC

BUY
 -
177
+ 3.21%
$9.26K - $11.3K
5.69K $382K
Jul 28, 2025 Q2 2025
Ifg Advisors, LLC

BUY
 -
175
+ 1.45%
$9.15K - $11.2K
12.3K $823K
Jul 21, 2025 Q2 2025
Montz Harcus Wealth Management LLC

BUY
 -
164
+ 4.87%
$8.58K - $10.5K
3.53K $237K
Jul 15, 2025 Q2 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
155
+ 1.82%
$8.11K - $9.88K
8.65K $581K

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