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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
26+ 0.24% |
$1.54K - $1.7K
|
10.7K
$719K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
117K+ 18.67% |
$6.96M - $7.67M
|
747K
$50.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-310K- 83.65% |
$18.3M - $20.2M
|
60.5K
$4.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
49.5K+ 53.78% |
$2.93M - $3.23M
|
142K
$9.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-126- 1.54% |
$7.47K - $8.23K
|
8.08K
$543K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-140- 0.1% |
$8.3K - $9.15K
|
142K
$9.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
32.4K+ 17.07% |
$1.92M - $2.12M
|
222K
$15M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-54- 0.35% |
$3.2K - $3.53K
|
15.5K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
1.7K+ 15.6% |
$101K - $111K
|
12.6K
$848K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4.05K- 6.3% |
$240K - $265K
|
60.3K
$4.05M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
6.36K+ 2.42% |
$377K - $416K
|
269K
$18.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
22.3K+ 6.51% |
$1.32M - $1.45M
|
364K
$24.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
10.3K+ 20.96% |
$608K - $670K
|
59.2K
$3.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-21.8K- 42.07% |
$1.29M - $1.43M
|
30K
$2.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
2.7K+ 7.89% |
$160K - $176K
|
36.9K
$2.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
51.5KNew |
$3.05M - $3.37M
|
51.5K
$3.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
180K+ 2432.08% |
$10.7M - $11.8M
|
188K
$12.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
158+ 3.98% |
$9.36K - $10.3K
|
4.12K
$277K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-395- 1.94% |
$23.4K - $25.8K
|
19.9K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.65K+ 0.61% |
$97.8K - $108K
|
274K
$18.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
106K+ 4.45% |
$6.25M - $6.89M
|
2.48M
$167M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-5.36K- 1.49% |
$318K - $350K
|
355K
$23.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
4.84K+ 7.57% |
$287K - $316K
|
68.8K
$4.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
18.3K+ 48.31% |
$1.08M - $1.19M
|
56.1K
$3.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-19- 1.37% |
$1.13K - $1.24K
|
1.37K
$91.8K
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.95K+ 2.22% |
$234K - $258K
|
182K
$12.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
116KNew |
$6.9M - $7.61M
|
116K
$7.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
38+ 0.21% |
$2.25K - $2.48K
|
18.3K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
3.27KNew |
$194K - $213K
|
3.27K
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-484- 2.22% |
$28.7K - $31.6K
|
21.3K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
656+ 6.88% |
$38.9K - $42.9K
|
10.2K
$686K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-223- 1.18% |
$13.2K - $14.6K
|
18.6K
$1.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-685- 2.88% |
$40.6K - $44.8K
|
23.1K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.4KNew |
$615K - $678K
|
10.4K
$698K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
39.6K+ 12.39% |
$2.35M - $2.59M
|
360K
$24.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.17K+ 268.81% |
$129K - $142K
|
2.98K
$200K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.54KNew |
$210K - $231K
|
3.54K
$238K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-24- 0.02% |
$1.42K - $1.57K
|
105K
$7.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-435- 0.35% |
$25.8K - $28.4K
|
124K
$8.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.53K- 1.21% |
$150K - $165K
|
207K
$13.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.07K+ 13.53% |
$63.2K - $69.6K
|
8.94K
$602K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
988+ 6.31% |
$58.5K - $64.5K
|
16.6K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.86K+ 3.31% |
$110K - $121K
|
57.9K
$3.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
7.91K+ 8.07% |
$469K - $517K
|
106K
$7.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-253- 1.84% |
$15K - $16.5K
|
13.5K
$910K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
175+ 100.0% |
$10.4K - $11.4K
|
350
$23.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.55KNew |
$210K - $232K
|
3.55K
$239K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
9+ 0.26% |
$533 - $588
|
3.51K
$236K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.28KNew |
$194K - $214K
|
3.28K
$221K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-454- 82.55% |
$26.9K - $29.7K
|
96
$6.46K
|