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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.11% |
$235 - $273
|
3.55K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
453+ 1.58% |
$26.6K - $30.9K
|
29.2K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.43KNew |
$143K - $166K
|
2.43K
$163K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.04K- 52.7% |
$296K - $343K
|
4.52K
$304K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
19.6KNew |
$1.15M - $1.34M
|
19.6K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-51- 0.75% |
$3K - $3.48K
|
6.78K
$455K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
102K+ 5.91% |
$5.98M - $6.94M
|
1.82M
$122M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
3.74K+ 71.51% |
$220K - $255K
|
8.97K
$602K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
16.1KNew |
$944K - $1.09M
|
16.1K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-4.56K- 41.37% |
$268K - $311K
|
6.46K
$434K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-662- 16.11% |
$38.9K - $45.1K
|
3.45K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-370- 5.21% |
$21.8K - $25.2K
|
6.74K
$452K
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-65.2K- 34.34% |
$3.83M - $4.45M
|
125K
$8.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-4.71KClosed |
$277K - $321K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9+ 0.1% |
$529 - $614
|
9.28K
$623K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-925- 27.45% |
$54.4K - $63.1K
|
2.45K
$164K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-50- 0.68% |
$2.94K - $3.41K
|
7.34K
$493K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
66New |
$3.88K - $4.5K
|
66
$4.43K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
314+ 5.64% |
$18.5K - $21.4K
|
5.88K
$395K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
343New |
$20.2K - $23.4K
|
343
$23K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
37.4K+ 4.98% |
$2.2M - $2.55M
|
788K
$52.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
984+ 8.19% |
$57.9K - $67.1K
|
13K
$873K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
78New |
$4.59K - $5.32K
|
78
$5.24K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.56KNew |
$209K - $243K
|
3.56K
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-44- 0.61% |
$2.59K - $3K
|
7.11K
$478K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-102- 2.81% |
$6K - $6.96K
|
3.52K
$237K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
913New |
$53.7K - $62.3K
|
913
$61.3K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
15+ 0.22% |
$882 - $1.02K
|
6.8K
$457K
|
|
| Q4 2024 | |||||||
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.69KNew |
$107K - $120K
|
1.69K
$113K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
4.7KNew |
$299K - $335K
|
4.7K
$316K
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
11.5KNew |
$730K - $817K
|
11.5K
$771K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
6+ 0.19% |
$381 - $427
|
3.11K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
839New |
$53.3K - $59.7K
|
839
$56.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
10.4KNew |
$663K - $742K
|
10.4K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
3.64KNew |
$232K - $259K
|
3.64K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.41KNew |
$89.8K - $100K
|
1.41K
$94.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1.1KNew |
$69.9K - $78.3K
|
1.1K
$73.9K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
550New |
$35K - $39.1K
|
550
$36.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-163- 1.56% |
$10.4K - $11.6K
|
10.3K
$692K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.23% |
$1.65K - $1.85K
|
11.4K
$766K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1.62K- 2.75% |
$103K - $115K
|
57K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1.02KNew |
$64.5K - $72.2K
|
1.02K
$68.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
16KNew |
$1.02M - $1.14M
|
16K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
101+ 3.09% |
$6.42K - $7.19K
|
3.37K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-76- 1.05% |
$4.83K - $5.41K
|
7.13K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
33.9KNew |
$2.16M - $2.41M
|
33.9K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
4.82KNew |
$306K - $343K
|
4.82K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-20.2K- 86.74% |
$1.28M - $1.44M
|
3.09K
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
28KNew |
$1.78M - $1.99M
|
28K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.87KNew |
$373K - $418K
|
5.87K
$394K
|
|