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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
53New |
$3.14K - $3.46K
|
53
$3.21K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.94K+ 27.58% |
$115K - $126K
|
8.95K
$542K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.04K+ 42.35% |
$61.6K - $67.9K
|
3.5K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.1KNew |
$1.19M - $1.32M
|
20.1K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.44K+ 14.83% |
$85.2K - $93.9K
|
11.1K
$674K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-13.2K- 6.53% |
$783K - $863K
|
189K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.11KNew |
$184K - $203K
|
3.11K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
40+ 0.85% |
$2.37K - $2.61K
|
4.77K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
324+ 4.75% |
$19.2K - $21.2K
|
7.15K
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-658- 3.15% |
$39K - $43K
|
20.2K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-372K- 96.97% |
$22.1M - $24.3M
|
11.6K
$704K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
146+ 6.94% |
$8.65K - $9.54K
|
2.25K
$136K
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.09K- 50.0% |
$183K - $202K
|
3.09K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.96K+ 24.44% |
$176K - $194K
|
15.1K
$912K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-2.91K- 8.96% |
$172K - $190K
|
29.5K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-540- 10.15% |
$32K - $35.3K
|
4.78K
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
117New |
$6.93K - $7.64K
|
117
$7.08K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-200- 1.46% |
$11.9K - $13.1K
|
13.5K
$817K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.17K+ 268.81% |
$129K - $142K
|
2.98K
$180K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
656+ 6.88% |
$38.9K - $42.9K
|
10.2K
$616K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.07K+ 13.53% |
$63.2K - $69.6K
|
8.94K
$541K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
175+ 100.0% |
$10.4K - $11.4K
|
350
$21.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-454- 82.55% |
$26.9K - $29.7K
|
96
$5.81K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.28KNew |
$194K - $214K
|
3.28K
$199K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.85K- 4.2% |
$110K - $121K
|
42.2K
$2.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-520- 1.6% |
$30.8K - $34K
|
32K
$1.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-216- 48.11% |
$12.8K - $14.1K
|
233
$14.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
264+ 16.73% |
$15.6K - $17.2K
|
1.84K
$111K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
432+ 10.93% |
$25.6K - $28.2K
|
4.39K
$265K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
8.46KNew |
$501K - $553K
|
8.46K
$512K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.08KNew |
$64.2K - $70.8K
|
1.08K
$65.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.59K- 21.33% |
$154K - $169K
|
9.56K
$578K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.63K+ 35.39% |
$96.7K - $107K
|
6.24K
$378K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
58.4K+ 18.37% |
$3.46M - $3.81M
|
376K
$22.7M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.59K+ 7.06% |
$154K - $169K
|
39.3K
$2.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.8K+ 17.79% |
$878K - $968K
|
98.1K
$5.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
142New |
$8.41K - $9.28K
|
142
$8.59K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.61K- 16.73% |
$95.5K - $105K
|
8.02K
$485K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-82- 1.19% |
$4.86K - $5.36K
|
6.83K
$413K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
888+ 4.25% |
$52.6K - $58K
|
21.8K
$1.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
912+ 1.38% |
$54K - $59.6K
|
67K
$4.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-152K- 97.7% |
$9.01M - $9.93M
|
3.59K
$217K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
307+ 3.52% |
$18.2K - $20.1K
|
9.03K
$546K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
965+ 119.14% |
$57.2K - $63K
|
1.78K
$107K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
16.1K+ 11.1% |
$956K - $1.05M
|
161K
$9.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-85- 4.87% |
$5.04K - $5.55K
|
1.66K
$101K
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
317New |
$18.8K - $20.7K
|
317
$19.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.57K- 4.29% |
$92.7K - $102K
|
34.9K
$2.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
981New |
$58.1K - $64.1K
|
981
$59.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2- 0.02% |
$119 - $131
|
9.28K
$561K
|