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 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
9.09K+ 1.24% |
$576K - $633K
|
740K
$49.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
2+ 0.05% |
$127 - $139
|
3.68K
$247K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
2.37K+ 3.09% |
$150K - $165K
|
79.3K
$5.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.94KNew |
$250K - $274K
|
3.94K
$264K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.13% |
$190 - $209
|
2.31K
$155K
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
3.87K+ 23.98% |
$245K - $269K
|
20K
$1.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2.71K- 11.75% |
$172K - $189K
|
20.3K
$1.37M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-3.64K- 3.58% |
$231K - $254K
|
98.1K
$6.59M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
83.1K+ 3.5% |
$5.27M - $5.79M
|
2.46M
$165M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
11+ 0.3% |
$698 - $767
|
3.73K
$250K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-979- 24.85% |
$62.1K - $68.2K
|
2.96K
$199K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2K- 12.67% |
$127K - $139K
|
13.7K
$923K
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-36- 0.09% |
$2.28K - $2.51K
|
37.9K
$2.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19.7K- 6.33% |
$1.25M - $1.37M
|
291K
$19.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
300New |
$19K - $20.9K
|
300
$20.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
12.8K+ 2.79% |
$813K - $894K
|
472K
$31.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-412- 0.45% |
$26.1K - $28.7K
|
90.6K
$6.08M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-2.66K- 13.9% |
$168K - $185K
|
16.5K
$1.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
73+ 16.7% |
$4.63K - $5.09K
|
510
$34.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-17.8K- 48.03% |
$1.13M - $1.24M
|
19.2K
$1.29M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-14.6K- 5.05% |
$925K - $1.02M
|
274K
$18.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-2.13K- 4.94% |
$135K - $148K
|
41K
$2.75M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
24.8KNew |
$1.57M - $1.73M
|
24.8K
$1.66M
|
|
| Q2 2025 | |||||||
|
Jan 08, 2026
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
1.82K+ 0.82% |
$95.1K - $116K
|
223K
$15M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
127K+ 15.15% |
$6.64M - $8.09M
|
965K
$64.8M
|
|
|
Nov 17, 2025
Q2 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-652- 29.09% |
$34.1K - $41.5K
|
1.59K
$107K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-8- 0.2% |
$418 - $510
|
3.98K
$268K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
650+ 5.99% |
$34K - $41.4K
|
11.5K
$773K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
16.9K+ 15.62% |
$884K - $1.08M
|
125K
$8.4M
|
|
|
Sep 23, 2025
Q2 2025
|
Rs Crum Inc.
|
SELL
|
- |
-815- 1.98% |
$42.6K - $51.9K
|
40.3K
$2.7M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
3.15KNew |
$165K - $200K
|
3.15K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
147New |
$7.69K - $9.37K
|
147
$9.87K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.26K- 25.38% |
$118K - $144K
|
6.64K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.55KNew |
$186K - $226K
|
3.55K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
355New |
$18.6K - $22.6K
|
355
$23.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
4.26KNew |
$223K - $271K
|
4.26K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
4.07K+ 8.65% |
$213K - $259K
|
51.1K
$3.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
89+ 2.49% |
$4.66K - $5.67K
|
3.67K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
504+ 3.34% |
$26.4K - $32.1K
|
15.6K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.98K+ 1.46% |
$260K - $317K
|
346K
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-736- 29.97% |
$38.5K - $46.9K
|
1.72K
$115K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
583+ 9.68% |
$30.5K - $37.1K
|
6.61K
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
728New |
$38.1K - $46.4K
|
728
$48.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-295- 3.01% |
$15.4K - $18.8K
|
9.51K
$639K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
26.2KNew |
$1.37M - $1.67M
|
26.2K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-443- 6.81% |
$23.2K - $28.2K
|
6.07K
$407K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
150KNew |
$7.87M - $9.58M
|
150K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$52.3 - $63.7
|
9.79K
$657K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.39K+ 3.07% |
$72.8K - $88.6K
|
46.7K
$3.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-31.8K- 88.63% |
$1.66M - $2.02M
|
4.08K
$274K
|
|