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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-31.8K- 88.63% |
$1.66M - $2.02M
|
4.08K
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.52KNew |
$79.4K - $96.7K
|
1.52K
$102K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
86.2K+ 681.82% |
$4.51M - $5.49M
|
98.8K
$6.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
210New |
$11K - $13.4K
|
210
$14.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.45KNew |
$285K - $347K
|
5.45K
$366K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12.3K+ 4.09% |
$641K - $781K
|
312K
$20.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.13% |
$52.3 - $63.7
|
781
$52.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
9.34KNew |
$488K - $595K
|
9.34K
$627K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-110- 3.78% |
$5.75K - $7.01K
|
2.8K
$188K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.02% |
$52.3 - $63.7
|
4.58K
$308K
|
|
|
Aug 11, 2025
Q2 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-2.39K- 84.51% |
$125K - $152K
|
438
$29.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.25KNew |
$65.4K - $79.7K
|
1.25K
$83.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.61% |
$52.3 - $63.7
|
164
$11K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.01K+ 20.94% |
$52.6K - $64K
|
5.81K
$390K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-2.03K- 36.85% |
$106K - $129K
|
3.47K
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.4K+ 8.79% |
$913K - $1.11M
|
216K
$14.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
53+ 0.84% |
$2.77K - $3.38K
|
6.39K
$429K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-19- 11.45% |
$994 - $1.21K
|
147
$9.87K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.01% |
$52.3 - $63.7
|
9.19K
$617K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
313New |
$16.4K - $19.9K
|
313
$21K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
728New |
$38.1K - $46.4K
|
728
$48.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
362+ 17.02% |
$18.9K - $23.1K
|
2.49K
$167K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
21+ 0.03% |
$1.1K - $1.34K
|
74.6K
$5.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
24.4KNew |
$1.28M - $1.56M
|
24.4K
$1.64M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-7.7K- 38.08% |
$403K - $491K
|
12.5K
$841K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.06K- 94.15% |
$108K - $131K
|
128
$8.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.26K+ 44.41% |
$171K - $208K
|
10.6K
$712K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.48K- 68.62% |
$77.2K - $94.1K
|
675
$45.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-79- 1.51% |
$4.13K - $5.03K
|
5.14K
$345K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-180- 5.2% |
$9.42K - $11.5K
|
3.28K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1.12K- 14.96% |
$58.4K - $71.1K
|
6.34K
$426K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
9New |
$471 - $573
|
9
$604
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
31.6KNew |
$1.65M - $2.01M
|
31.6K
$2.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-841- 17.57% |
$44K - $53.6K
|
3.95K
$265K
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
6.86KNew |
$359K - $437K
|
6.86K
$461K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
5+ 0.29% |
$262 - $319
|
1.76K
$118K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
76+ 2.09% |
$3.98K - $4.84K
|
3.72K
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-798- 4.84% |
$41.7K - $50.8K
|
15.7K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-601K- 96.86% |
$31.4M - $38.3M
|
19.5K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-40- 6.4% |
$2.09K - $2.55K
|
585
$39.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
665New |
$34.8K - $42.4K
|
665
$44.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.28KNew |
$172K - $209K
|
3.28K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
207+ 2.1% |
$10.8K - $13.2K
|
10K
$675K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.67KNew |
$454K - $552K
|
8.67K
$582K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
101New |
$5.28K - $6.44K
|
101
$6.78K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
6.5K+ 57.61% |
$340K - $414K
|
17.8K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.85K+ 47.96% |
$96.6K - $118K
|
5.7K
$383K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-1.55K- 2.46% |
$81.2K - $98.9K
|
61.6K
$4.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.55K- 31.67% |
$133K - $162K
|
5.5K
$369K
|
|