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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.02% |
$63.4 - $69.7
|
5.56K
$373K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-14.4K- 4.73% |
$916K - $1.01M
|
291K
$19.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.5K+ 4.9% |
$1.93M - $2.12M
|
652K
$43.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
8+ 0.1% |
$507 - $558
|
7.74K
$520K
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.12K- 4.93% |
$135K - $148K
|
41K
$2.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
49+ 0.04% |
$3.11K - $3.41K
|
123K
$8.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
123+ 19.46% |
$7.8K - $8.57K
|
755
$50.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 7.5% |
$6.34K - $6.97K
|
1.23K
$82.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.13K- 19.78% |
$71.3K - $78.4K
|
4.56K
$306K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.59K+ 3.13% |
$164K - $180K
|
85.2K
$5.72M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-675- 1.73% |
$42.8K - $47K
|
38.4K
$2.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-753- 7.73% |
$47.7K - $52.5K
|
8.99K
$604K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
61K+ 6.89% |
$3.86M - $4.25M
|
946K
$63.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
84+ 0.76% |
$5.33K - $5.85K
|
11.1K
$744K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
456KNew |
$28.9M - $31.8M
|
456K
$30.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.68KNew |
$233K - $256K
|
3.68K
$247K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
3.7K+ 206.01% |
$235K - $258K
|
5.5K
$369K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-373- 8.18% |
$23.7K - $26K
|
4.19K
$281K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.32K+ 14.59% |
$210K - $231K
|
26.1K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
699New |
$44.3K - $48.7K
|
699
$46.9K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
9+ 0.22% |
$571 - $627
|
4.17K
$280K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.69K+ 1.99% |
$298K - $327K
|
240K
$16.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.43% |
$63.4 - $69.7
|
231
$15.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5.31K+ 1.98% |
$337K - $370K
|
273K
$18.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.3K+ 70.87% |
$1.41M - $1.55M
|
53.7K
$3.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.79K+ 18.46% |
$240K - $264K
|
24.3K
$1.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.15K+ 17.23% |
$72.9K - $80.1K
|
7.82K
$525K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-455- 0.24% |
$28.9K - $31.7K
|
187K
$12.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-5.26K- 20.06% |
$333K - $366K
|
21K
$1.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-104- 1.68% |
$6.59K - $7.25K
|
6.1K
$410K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-58- 0.63% |
$3.68K - $4.04K
|
9.2K
$618K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.8K+ 11.3% |
$431K - $474K
|
67K
$4.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-37- 0.12% |
$2.35K - $2.58K
|
31.6K
$2.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
10.1K+ 4.19% |
$638K - $701K
|
250K
$16.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-3.48K- 7.82% |
$221K - $243K
|
41K
$2.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
11K+ 2.83% |
$698K - $767K
|
400K
$26.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
32.9K+ 8.13% |
$2.08M - $2.29M
|
437K
$29.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.8K+ 5.34% |
$494K - $543K
|
154K
$10.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
840+ 4.86% |
$53.3K - $58.5K
|
18.1K
$1.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
362K+ 45.9% |
$22.9M - $25.2M
|
1.15M
$77.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
2.56K+ 5.4% |
$162K - $178K
|
49.9K
$3.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.74KNew |
$237K - $261K
|
3.74K
$251K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.37K+ 3.88% |
$277K - $304K
|
117K
$7.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-2.52K- 5.44% |
$160K - $175K
|
43.7K
$2.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
30+ 0.28% |
$1.9K - $2.09K
|
10.8K
$725K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-504- 1.79% |
$32K - $35.1K
|
27.7K
$1.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.58K- 8.32% |
$100K - $110K
|
17.4K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
29.1K+ 115.89% |
$1.85M - $2.03M
|
54.3K
$3.64M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
103New |
$6.53K - $7.18K
|
103
$6.92K
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-577- 16.03% |
$36.6K - $40.2K
|
3.02K
$203K
|
|