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 14, 2025
Q3 2025
|
Virtue Asset Management LLC
Barrington, IL |
BUY
|
- |
18.7KNew |
$1.18M - $1.3M
|
18.7K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
393K+ 6.32% |
$24.9M - $27.4M
|
6.61M
$444M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.1K- 14.38% |
$2.48M - $2.72M
|
233K
$15.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.6KNew |
$229K - $251K
|
3.6K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.08K+ 5.87% |
$68.3K - $75.1K
|
19.4K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-10.8K- 14.9% |
$688K - $756K
|
62K
$4.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-176K- 19.28% |
$11.1M - $12.3M
|
736K
$49.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-24.3K- 16.91% |
$1.54M - $1.7M
|
120K
$8.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
63.5K+ 33.95% |
$4.03M - $4.43M
|
251K
$16.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-95- 52.49% |
$6.02K - $6.62K
|
86
$5.77K
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.01K- 2.11% |
$63.9K - $70.2K
|
46.8K
$3.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-61.7K- 6.07% |
$3.91M - $4.3M
|
955K
$64.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
230K+ 2.93% |
$14.6M - $16M
|
8.08M
$543M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8- 0.15% |
$507 - $558
|
5.42K
$364K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
216K+ 69.64% |
$13.7M - $15.1M
|
527K
$35.4M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.75K- 7.84% |
$175K - $192K
|
32.4K
$2.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
398+ 0.9% |
$25.2K - $27.7K
|
44.7K
$3M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.63K+ 3.62% |
$103K - $113K
|
46.6K
$3.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
29.8K+ 61.1% |
$1.89M - $2.08M
|
78.6K
$5.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45.6K+ 9.0% |
$2.89M - $3.18M
|
553K
$37.1M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.28K- 3.59% |
$398K - $438K
|
169K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-133K- 96.91% |
$8.44M - $9.28M
|
4.25K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-680- 0.46% |
$43.1K - $47.4K
|
148K
$9.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
32.1K+ 63.38% |
$2.04M - $2.24M
|
82.8K
$5.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.58K- 65.44% |
$544K - $598K
|
4.53K
$304K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.46M+ 12.14% |
$156M - $171M
|
22.7M
$1.52B
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
5.95K+ 4.43% |
$377K - $415K
|
140K
$9.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-581- 1.69% |
$36.8K - $40.5K
|
33.7K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
4.25KNew |
$269K - $296K
|
4.25K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
59.7K+ 8.33% |
$3.79M - $4.16M
|
776K
$52.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
41+ 0.54% |
$2.6K - $2.86K
|
7.62K
$512K
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
4.25K+ 8.46% |
$270K - $296K
|
54.5K
$3.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
335+ 4.25% |
$21.2K - $23.3K
|
8.22K
$552K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.48KNew |
$411K - $451K
|
6.48K
$435K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.57K- 2.54% |
$163K - $179K
|
98.4K
$6.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
38+ 4.19% |
$2.41K - $2.65K
|
945
$63.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-959- 1.02% |
$60.8K - $66.8K
|
93.5K
$6.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.78K- 6.2% |
$113K - $124K
|
26.9K
$1.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
92.6K+ 10.5% |
$5.87M - $6.45M
|
974K
$65.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7.68K+ 16.03% |
$487K - $535K
|
55.6K
$3.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.26KNew |
$206K - $227K
|
3.26K
$219K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
220+ 5.24% |
$14K - $15.3K
|
4.42K
$297K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9+ 0.3% |
$571 - $627
|
3.03K
$203K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-333- 5.68% |
$21.1K - $23.2K
|
5.53K
$371K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
35+ 0.16% |
$2.22K - $2.44K
|
22.6K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.93K- 2.43% |
$122K - $134K
|
77.6K
$5.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.3K+ 16.29% |
$1.16M - $1.27M
|
130K
$8.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-17- 0.71% |
$1.08K - $1.18K
|
2.38K
$160K
|
|
|
Nov 13, 2025
Q3 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
15.8K+ 21.71% |
$1M - $1.1M
|
88.8K
$5.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.33K+ 16.0% |
$84K - $92.3K
|
9.61K
$645K
|
|