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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.15K+ 19.61% |
$200K - $224K
|
19.2K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.74KNew |
$556K - $622K
|
8.74K
$592K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7.84K+ 48.43% |
$498K - $558K
|
24K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
19+ 0.28% |
$1.21K - $1.35K
|
6.79K
$459K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
387New |
$24.6K - $27.5K
|
387
$26.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.56K+ 0.37% |
$99.1K - $111K
|
425K
$28.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
28.3K+ 21.92% |
$1.8M - $2.01M
|
157K
$10.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3.25KNew |
$207K - $231K
|
3.25K
$220K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
373+ 8.2% |
$23.7K - $26.5K
|
4.92K
$333K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4+ 0.11% |
$254 - $285
|
3.71K
$251K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-114- 0.47% |
$7.25K - $8.11K
|
24K
$1.62M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
5.47K+ 14.37% |
$347K - $389K
|
43.5K
$2.95M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7.04K+ 265.07% |
$447K - $501K
|
9.69K
$656K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
300+ 2.8% |
$19.1K - $21.3K
|
11K
$745K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
45.7KNew |
$2.9M - $3.25M
|
45.7K
$3.09M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
5.23KNew |
$332K - $372K
|
5.23K
$354K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.36K+ 4.32% |
$150K - $168K
|
56.9K
$3.85M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
247New |
$15.7K - $17.6K
|
247
$16.7K
|
|
| Q3 2024 | |||||||
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
28.5KNew |
$1.69M - $1.86M
|
28.5K
$1.93M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.2K+ 8.49% |
$899K - $991K
|
194K
$13.1M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-433- 4.76% |
$25.7K - $28.3K
|
8.66K
$586K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-56.6K- 8.49% |
$3.36M - $3.7M
|
611K
$41.4M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-12K- 60.51% |
$713K - $786K
|
7.86K
$532K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
25.4KNew |
$1.51M - $1.66M
|
25.4K
$1.72M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8K+ 15.46% |
$474K - $522K
|
59.7K
$4.04M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.41K+ 1.26% |
$83.3K - $91.9K
|
113K
$7.64M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-115- 3.05% |
$6.81K - $7.51K
|
3.66K
$248K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-717- 12.57% |
$42.5K - $46.8K
|
4.99K
$338K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
961New |
$56.9K - $62.8K
|
961
$65.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.63K+ 4.76% |
$215K - $237K
|
79.9K
$5.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
722+ 1.42% |
$42.8K - $47.2K
|
51.6K
$3.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.98KNew |
$413K - $456K
|
6.98K
$472K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
789+ 5.68% |
$46.7K - $51.5K
|
14.7K
$993K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.1K- 4.34% |
$361K - $398K
|
134K
$9.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-73.1K- 96.36% |
$4.33M - $4.78M
|
2.76K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.19K+ 35.34% |
$248K - $274K
|
16.1K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.4K+ 14.29% |
$142K - $157K
|
19.2K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-46.2K- 4.34% |
$2.73M - $3.02M
|
1.02M
$68.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.09% |
$178 - $196
|
3.48K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-111K- 46.87% |
$6.59M - $7.27M
|
126K
$8.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-4.08K- 2.19% |
$242K - $267K
|
182K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.11K+ 11.6% |
$65.8K - $72.5K
|
10.7K
$723K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.49K+ 6.48% |
$148K - $163K
|
41K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.2K+ 41.29% |
$131K - $144K
|
7.54K
$510K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
68.7K+ 82.33% |
$4.07M - $4.49M
|
152K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3.54KNew |
$209K - $231K
|
3.54K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.26K- 2.26% |
$490K - $540K
|
357K
$24.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
5+ 0.04% |
$296 - $327
|
14.1K
$954K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-125- 30.19% |
$7.41K - $8.17K
|
289
$19.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 4.23% |
$90.5K - $99.8K
|
34.6K
$2.34M
|
|