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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
90.7KNew |
$4.74M - $5.78M
|
90.7K
$6.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
13K+ 139.32% |
$680K - $828K
|
22.3K
$1.5M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.52KNew |
$184K - $224K
|
3.52K
$236K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-5.59K- 9.47% |
$292K - $356K
|
53.4K
$3.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
559New |
$29.2K - $35.6K
|
559
$37.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
3.71KNew |
$194K - $236K
|
3.71K
$249K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.17KNew |
$166K - $202K
|
3.17K
$213K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-280- 87.5% |
$14.6K - $17.8K
|
40
$2.69K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-749- 49.97% |
$39.2K - $47.7K
|
750
$50.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
213New |
$11.1K - $13.6K
|
213
$14.3K
|
|
| Q1 2025 | |||||||
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.91KNew |
$289K - $335K
|
4.91K
$329K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-830- 70.16% |
$48.8K - $56.6K
|
353
$23.7K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-19- 11.45% |
$1.12K - $1.3K
|
147
$9.87K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
161New |
$9.47K - $11K
|
161
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.37K- 79.56% |
$80.6K - $93.4K
|
352
$23.6K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
2+ 0.06% |
$118 - $136
|
3.54K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.41KNew |
$141K - $164K
|
2.41K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.12K- 28.1% |
$243K - $281K
|
10.6K
$709K
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
SELL
|
- |
-5K- 5.24% |
$294K - $341K
|
90.5K
$6.07M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18New |
$1.06K - $1.23K
|
18
$1.21K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-100- 50.0% |
$5.88K - $6.82K
|
100
$6.72K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.99K+ 83.69% |
$294K - $340K
|
11K
$736K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.41KNew |
$554K - $642K
|
9.41K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2- 0.04% |
$118 - $136
|
4.78K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2+ 0.06% |
$118 - $136
|
3.4K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
161+ 4.33% |
$9.47K - $11K
|
3.88K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-62.7K- 93.62% |
$3.69M - $4.27M
|
4.27K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
233+ 29.57% |
$13.7K - $15.9K
|
1.02K
$68.6K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.97K+ 31.11% |
$175K - $203K
|
12.5K
$842K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
44.9KNew |
$2.64M - $3.06M
|
44.9K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.64KNew |
$214K - $248K
|
3.64K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
22.4K+ 104.62% |
$1.32M - $1.53M
|
43.8K
$2.94M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
926+ 1.85% |
$54.5K - $63.2K
|
51K
$3.42M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
272New |
$16K - $18.6K
|
272
$18.3K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-166- 3.16% |
$9.76K - $11.3K
|
5.09K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-622- 11.04% |
$36.6K - $42.4K
|
5.01K
$337K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-36- 0.09% |
$2.12K - $2.46K
|
42.2K
$2.83M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-90- 1.35% |
$5.29K - $6.14K
|
6.57K
$441K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-209- 2.61% |
$12.3K - $14.3K
|
7.81K
$525K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.3K- 52.27% |
$135K - $157K
|
2.1K
$141K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-701- 6.81% |
$41.2K - $47.8K
|
9.59K
$644K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
251New |
$14.8K - $17.1K
|
251
$16.9K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
177+ 0.16% |
$10.4K - $12.1K
|
109K
$7.33M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
10.1K+ 62.04% |
$593K - $688K
|
26.3K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-255- 4.55% |
$15K - $17.4K
|
5.34K
$359K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1+ 0.25% |
$58.8 - $68.2
|
409
$27.5K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-914- 17.52% |
$53.8K - $62.3K
|
4.3K
$289K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11.2KNew |
$656K - $761K
|
11.2K
$749K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
53+ 0.96% |
$3.12K - $3.61K
|
5.56K
$373K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
82+ 2.08% |
$4.82K - $5.59K
|
4.03K
$270K
|
|