Latest Institutional Transactions on Dimensional ETF Tr U S Small C (DFAS)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr U S Small C (DFAS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.52K+ 3.16% |
$224K - $250K
|
115K
$7.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
24.5K+ 6.97% |
$1.56M - $1.74M
|
376K
$25.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-2.04K- 6.06% |
$130K - $145K
|
31.6K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.33K+ 4.14% |
$530K - $593K
|
210K
$14.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.35K+ 1.05% |
$86K - $96.3K
|
130K
$8.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
642+ 2.08% |
$40.8K - $45.7K
|
31.6K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-684- 1.71% |
$43.5K - $48.7K
|
39.2K
$2.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
224+ 0.43% |
$14.2K - $15.9K
|
52K
$3.52M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-154- 0.58% |
$9.79K - $11K
|
26.4K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.23KNew |
$205K - $230K
|
3.23K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
44.2KNew |
$2.81M - $3.15M
|
44.2K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.42K+ 10.12% |
$344K - $385K
|
58.9K
$3.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
966+ 2.96% |
$61.4K - $68.7K
|
33.6K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
510+ 10.08% |
$32.4K - $36.3K
|
5.57K
$377K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
65+ 0.84% |
$4.13K - $4.62K
|
7.77K
$526K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.14K+ 2.51% |
$136K - $152K
|
87.6K
$5.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1+ 0.02% |
$63.6 - $71.2
|
4.11K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
66+ 2.66% |
$4.2K - $4.7K
|
2.55K
$173K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4.28KNew |
$272K - $304K
|
4.28K
$290K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
113+ 2.04% |
$7.18K - $8.04K
|
5.65K
$382K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.27K+ 0.19% |
$80.4K - $90K
|
674K
$45.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1.92K+ 1.27% |
$122K - $137K
|
153K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.1K+ 6.04% |
$69.9K - $78.3K
|
19.3K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.85K+ 0.87% |
$117K - $131K
|
214K
$14.5M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
50.5KNew |
$3.21M - $3.6M
|
50.5K
$3.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.19K+ 1.64% |
$203K - $227K
|
198K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.36K+ 9.42% |
$86.7K - $97K
|
15.8K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
624+ 0.33% |
$39.7K - $44.4K
|
190K
$12.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-879- 2.49% |
$55.9K - $62.5K
|
34.4K
$2.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
38+ 0.27% |
$2.42K - $2.7K
|
14K
$944K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
49.3K+ 2.1% |
$3.14M - $3.51M
|
2.4M
$163M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
387+ 13.56% |
$24.6K - $27.5K
|
3.24K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.01K+ 14.88% |
$382K - $428K
|
46.4K
$3.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26.5K+ 4.93% |
$1.69M - $1.89M
|
565K
$38.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
10+ 0.24% |
$636 - $712
|
4.22K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
5.96K+ 4.88% |
$379K - $424K
|
128K
$8.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.23KNew |
$206K - $230K
|
3.23K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.74K+ 17.18% |
$365K - $408K
|
39.1K
$2.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
90.3KNew |
$5.74M - $6.43M
|
90.3K
$6.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
980+ 21.16% |
$62.3K - $69.7K
|
5.61K
$380K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$63.6 - $71.2
|
3.88K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11+ 0.12% |
$699 - $783
|
9.27K
$627K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
56.6KNew |
$3.6M - $4.03M
|
56.6K
$3.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
17KNew |
$1.08M - $1.21M
|
17K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.6K+ 48.14% |
$928K - $1.04M
|
44.9K
$3.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
52+ 0.28% |
$3.31K - $3.7K
|
18.9K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.49KNew |
$540K - $604K
|
8.49K
$575K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.06K- 0.37% |
$67.6K - $75.6K
|
283K
$19.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
15.3KNew |
$972K - $1.09M
|
15.3K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-6.19K- 4.31% |
$394K - $441K
|
138K
$9.31M
|