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 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
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.28% |
$634 - $697
|
3.55K
$238K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
6+ 0.01% |
$380 - $418
|
57.7K
$3.88M
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-406- 1.08% |
$25.7K - $28.3K
|
37.2K
$2.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-152K- 66.03% |
$9.64M - $10.6M
|
78.2K
$5.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.37K+ 39.11% |
$87.1K - $95.7K
|
4.88K
$328K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4.8K+ 10.8% |
$304K - $335K
|
49.2K
$3.31M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
1.74K+ 1.35% |
$111K - $122K
|
131K
$8.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-226- 1.38% |
$14.3K - $15.7K
|
16.1K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-756- 1.34% |
$47.9K - $52.7K
|
55.7K
$3.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-107- 1.64% |
$6.78K - $7.46K
|
6.4K
$430K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.25% |
$571 - $627
|
3.54K
$238K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-132- 2.41% |
$8.37K - $9.2K
|
5.35K
$359K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
81+ 1.54% |
$5.14K - $5.64K
|
5.35K
$359K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
457+ 2.0% |
$29K - $31.8K
|
23.3K
$1.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
7+ 0.05% |
$444 - $488
|
12.8K
$858K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-19.1K- 14.22% |
$1.21M - $1.33M
|
115K
$7.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
3.07K+ 0.26% |
$194K - $214K
|
1.16M
$78.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
4.05K+ 3.38% |
$257K - $282K
|
124K
$8.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
19.3K+ 4.84% |
$1.22M - $1.34M
|
417K
$28M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
799+ 0.58% |
$50.7K - $55.7K
|
139K
$9.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
234+ 1.76% |
$14.8K - $16.3K
|
13.6K
$910K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.22K- 1.65% |
$77.6K - $85.2K
|
72.7K
$4.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.06% |
$317 - $348
|
8.66K
$581K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
51+ 0.59% |
$3.23K - $3.55K
|
8.76K
$589K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.81K+ 9.21% |
$241K - $265K
|
45.1K
$3.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-12- 0.09% |
$761 - $836
|
13.2K
$885K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-1.5K- 0.64% |
$95K - $104K
|
233K
$15.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-2.19K- 1.57% |
$139K - $153K
|
138K
$9.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-563- 0.38% |
$35.7K - $39.2K
|
146K
$9.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
12+ 0.27% |
$761 - $836
|
4.5K
$302K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.19K- 0.89% |
$75.3K - $82.7K
|
132K
$8.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
157K+ 5.65% |
$9.98M - $11M
|
2.95M
$198M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-40- 12.7% |
$2.54K - $2.79K
|
275
$18.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-650- 6.44% |
$41.2K - $45.3K
|
9.44K
$634K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-3- 0.04% |
$190 - $209
|
6.86K
$461K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-76.3K- 23.23% |
$4.84M - $5.32M
|
252K
$16.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-155- 1.52% |
$9.83K - $10.8K
|
10.1K
$677K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-40.8K- 2.99% |
$2.59M - $2.84M
|
1.33M
$89M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
11K+ 12.23% |
$696K - $765K
|
101K
$6.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.21K+ 3.6% |
$267K - $293K
|
121K
$8.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-620- 0.94% |
$39.3K - $43.2K
|
65.4K
$4.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.14K- 1.17% |
$136K - $149K
|
180K
$12.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
408+ 6.24% |
$25.9K - $28.4K
|
6.95K
$466K
|
|