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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
37.9KNew |
$2.41M - $2.7M
|
37.9K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.98KNew |
$253K - $283K
|
3.98K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.01K- 1.15% |
$255K - $285K
|
346K
$19.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-172- 4.24% |
$10.9K - $12.2K
|
3.89K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-2.87K- 2.42% |
$182K - $204K
|
116K
$6.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
358+ 3.71% |
$22.8K - $25.5K
|
10K
$557K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
11.1K+ 3.35% |
$707K - $792K
|
343K
$19.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
49.7K+ 35.23% |
$3.16M - $3.54M
|
191K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
406+ 0.24% |
$25.8K - $28.9K
|
166K
$9.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
245+ 2.7% |
$15.6K - $17.4K
|
9.32K
$519K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.11K+ 7.15% |
$70.7K - $79.1K
|
16.7K
$927K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.8K+ 89.34% |
$115K - $128K
|
3.82K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.27KNew |
$335K - $375K
|
5.27K
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.97K- 1.98% |
$189K - $211K
|
147K
$8.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
4.99K+ 4.15% |
$317K - $355K
|
125K
$6.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
58.4K+ 5.81% |
$3.72M - $4.16M
|
1.06M
$59.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.63K- 2.1% |
$104K - $116K
|
75.8K
$4.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
162New |
$10.3K - $11.5K
|
162
$9.02K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
14.5K+ 11.29% |
$922K - $1.03M
|
143K
$7.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
203K+ 8.57% |
$12.9M - $14.4M
|
2.57M
$143M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-4.14K- 28.7% |
$263K - $295K
|
10.3K
$573K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.14K+ 1.02% |
$72.4K - $81K
|
112K
$6.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-470- 0.41% |
$29.9K - $33.4K
|
114K
$6.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
101+ 2.12% |
$6.42K - $7.19K
|
4.87K
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-103- 0.11% |
$6.55K - $7.33K
|
94.2K
$5.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
294+ 0.33% |
$18.7K - $20.9K
|
90K
$5.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.06K+ 0.95% |
$322K - $360K
|
540K
$30M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-28.5K- 52.08% |
$1.81M - $2.03M
|
26.2K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
917+ 10.14% |
$58.3K - $65.2K
|
9.96K
$555K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.4K+ 37.84% |
$88.9K - $99.5K
|
5.1K
$284K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.12K+ 2.73% |
$71.3K - $79.8K
|
42.2K
$2.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
5.69K+ 20.16% |
$362K - $405K
|
33.9K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
179+ 0.94% |
$11.4K - $12.7K
|
19.1K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-185K- 6.83% |
$11.7M - $13.1M
|
2.52M
$140M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-442- 0.15% |
$28.1K - $31.4K
|
292K
$16.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
9.67K+ 28.64% |
$615K - $688K
|
43.4K
$2.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.43K+ 2.14% |
$90.6K - $101K
|
68.1K
$3.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.1K+ 10.07% |
$197K - $221K
|
33.9K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-91- 1.13% |
$5.79K - $6.47K
|
7.95K
$443K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.83K- 19.05% |
$116K - $130K
|
7.77K
$432K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
12.1K+ 24.88% |
$770K - $861K
|
60.7K
$3.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.74KNew |
$556K - $622K
|
8.74K
$487K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.15K+ 19.61% |
$200K - $224K
|
19.2K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-31.4K- 14.16% |
$2M - $2.23M
|
190K
$10.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.56K- 0.9% |
$99.3K - $111K
|
172K
$9.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
387New |
$24.6K - $27.5K
|
387
$21.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
373+ 8.2% |
$23.7K - $26.5K
|
4.92K
$274K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4+ 0.11% |
$254 - $285
|
3.71K
$206K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7.04K+ 265.07% |
$447K - $501K
|
9.69K
$539K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
5.23KNew |
$332K - $372K
|
5.23K
$291K
|