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 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-2.17K- 11.26% |
$138K - $151K
|
17.1K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.42K- 2.18% |
$90.3K - $99.2K
|
63.8K
$4.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
45+ 0.24% |
$2.85K - $3.14K
|
19.1K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
711+ 4.41% |
$45.1K - $49.5K
|
16.8K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-2.82K- 2.61% |
$179K - $196K
|
105K
$7.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
7.01K+ 4.47% |
$445K - $489K
|
164K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-5.84K- 5.17% |
$371K - $407K
|
107K
$7.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3KNew |
$190K - $209K
|
3K
$201K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
56+ 0.53% |
$3.55K - $3.9K
|
10.7K
$718K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
6.12K+ 5.42% |
$388K - $427K
|
119K
$8M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-4.63K- 3.4% |
$294K - $323K
|
132K
$8.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.13K- 0.24% |
$71.7K - $78.7K
|
478K
$32.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.89K+ 2.02% |
$183K - $201K
|
146K
$9.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-508- 2.62% |
$32.2K - $35.4K
|
18.9K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.39K+ 19.63% |
$215K - $236K
|
20.6K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
268+ 3.26% |
$17K - $18.7K
|
8.49K
$570K
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-41- 0.37% |
$2.6K - $2.86K
|
11.1K
$742K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-8.35K- 5.4% |
$529K - $582K
|
146K
$9.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-347- 1.47% |
$22K - $24.2K
|
23.3K
$1.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-247- 0.82% |
$15.7K - $17.2K
|
29.8K
$2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
137+ 0.02% |
$8.69K - $9.55K
|
669K
$44.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.08K+ 3.63% |
$132K - $145K
|
59.3K
$3.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.19K+ 1.0% |
$75.3K - $82.7K
|
120K
$8.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
680+ 6.08% |
$43.1K - $47.4K
|
11.9K
$796K
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.51K+ 24.28% |
$349K - $384K
|
28.2K
$1.89M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.3K+ 3.79% |
$82.2K - $90.3K
|
35.5K
$2.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-440- 5.53% |
$27.9K - $30.7K
|
7.51K
$505K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
560+ 3.19% |
$35.5K - $39K
|
18.1K
$1.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-47.9K- 26.05% |
$3.04M - $3.34M
|
136K
$9.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.81K+ 8.78% |
$115K - $126K
|
22.5K
$1.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
8.18K+ 12.15% |
$518K - $570K
|
75.5K
$5.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 14.12% |
$12.7K - $13.9K
|
1.22K
$81.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
7+ 0.14% |
$444 - $488
|
4.98K
$334K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-19.8K- 56.88% |
$1.25M - $1.38M
|
15K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.98KNew |
$189K - $208K
|
2.98K
$200K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-32- 4.11% |
$2.03K - $2.23K
|
746
$50.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-509- 0.17% |
$32.3K - $35.5K
|
294K
$19.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.94K- 40.08% |
$123K - $135K
|
2.9K
$195K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
30.9K+ 0.53% |
$1.96M - $2.15M
|
5.86M
$393M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-28.6K- 5.2% |
$1.81M - $1.99M
|
521K
$35M
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
3.01KNew |
$191K - $210K
|
3.01K
$202K
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
3.87K+ 3.29% |
$246K - $270K
|
122K
$8.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-65- 0.27% |
$4.12K - $4.53K
|
24.1K
$1.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
13.9K+ 19.73% |
$883K - $971K
|
84.5K
$5.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
66+ 0.21% |
$4.19K - $4.6K
|
31.9K
$2.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-47- 0.52% |
$2.98K - $3.28K
|
9.04K
$607K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-130- 0.23% |
$8.24K - $9.06K
|
56.5K
$3.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.96K+ 11.61% |
$251K - $276K
|
38.1K
$2.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-391- 3.72% |
$24.8K - $27.2K
|
10.1K
$680K
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
4.82K+ 5.32% |
$306K - $336K
|
95.5K
$6.41M
|
|