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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
320New |
$18.8K - $21.8K
|
320
$19.1K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
16+ 0.14% |
$941 - $1.09K
|
11.1K
$662K
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
1.8K+ 0.64% |
$106K - $123K
|
282K
$16.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
391+ 12.02% |
$23K - $26.7K
|
3.64K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-47- 1.45% |
$2.76K - $3.21K
|
3.2K
$191K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
18.9K+ 17.28% |
$1.11M - $1.29M
|
128K
$7.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.51K+ 93.67% |
$265K - $308K
|
9.33K
$557K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.56KNew |
$209K - $243K
|
3.56K
$212K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.4K+ 189.22% |
$1.44M - $1.67M
|
37.4K
$2.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
13.2K+ 5.17% |
$778K - $902K
|
269K
$16.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
610+ 6.76% |
$35.9K - $41.6K
|
9.64K
$575K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
17.8K+ 15.76% |
$1.05M - $1.21M
|
131K
$7.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.1KNew |
$595K - $691K
|
10.1K
$605K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
13+ 0.02% |
$765 - $887
|
54.1K
$3.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-44- 0.61% |
$2.59K - $3K
|
7.11K
$425K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
35+ 0.18% |
$2.06K - $2.39K
|
19K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-39K- 4.36% |
$2.29M - $2.66M
|
854K
$51M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
62.2K+ 31.53% |
$3.66M - $4.24M
|
259K
$15.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
4+ 0.23% |
$235 - $273
|
1.75K
$105K
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
7.12K+ 20.49% |
$419K - $486K
|
41.9K
$2.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
5.55KNew |
$326K - $378K
|
5.55K
$331K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.27% |
$58.8 - $68.2
|
373
$22.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-15.1K- 10.97% |
$889K - $1.03M
|
123K
$7.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-93- 1.81% |
$5.47K - $6.34K
|
5.03K
$300K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-33- 4.6% |
$1.94K - $2.25K
|
684
$40.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
27.4K+ 26.46% |
$1.61M - $1.87M
|
131K
$7.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.1K+ 3.92% |
$123K - $143K
|
55.7K
$3.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.26K- 6.56% |
$250K - $290K
|
60.7K
$3.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-753- 4.43% |
$44.3K - $51.4K
|
16.2K
$970K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
226+ 1.33% |
$13.3K - $15.4K
|
17.2K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.31K- 12.19% |
$254K - $294K
|
31.1K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-17.6K- 4.2% |
$1.04M - $1.2M
|
403K
$24.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-102- 2.81% |
$6K - $6.96K
|
3.52K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
114+ 0.56% |
$6.7K - $7.77K
|
20.4K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.85K+ 11.03% |
$109K - $126K
|
18.6K
$1.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
16.2K+ 3.55% |
$951K - $1.1M
|
472K
$28.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
913New |
$53.7K - $62.3K
|
913
$54.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-132- 1.0% |
$7.76K - $9K
|
13.1K
$780K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.43K+ 21.52% |
$83.9K - $97.3K
|
8.05K
$481K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
16K+ 15.4% |
$943K - $1.09M
|
120K
$7.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
674+ 3.22% |
$39.6K - $46K
|
21.6K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.66K+ 130.26% |
$392K - $454K
|
11.8K
$703K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
6.58K+ 2.32% |
$387K - $448K
|
289K
$17.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
16.5K+ 3.85% |
$973K - $1.13M
|
446K
$26.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.09K- 4.21% |
$123K - $143K
|
47.6K
$2.84M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
8.88K+ 3.96% |
$522K - $606K
|
233K
$13.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-151K- 94.61% |
$8.89M - $10.3M
|
8.62K
$515K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-831- 6.44% |
$48.9K - $56.7K
|
12.1K
$721K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-382- 1.59% |
$22.5K - $26.1K
|
23.6K
$1.41M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
18.2K+ 6.1% |
$1.07M - $1.24M
|
316K
$18.9M
|