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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3K+ 2.83% |
$191K - $213K
|
109K
$6.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.44% |
$63.6 - $71.2
|
229
$13.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
166New |
$10.6K - $11.8K
|
166
$9.91K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.4K+ 9.47% |
$917K - $1.03M
|
167K
$9.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.7K+ 10.98% |
$2.33M - $2.61M
|
371K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.72KNew |
$109K - $123K
|
1.72K
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
749+ 0.53% |
$47.6K - $53.3K
|
142K
$8.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
408New |
$25.9K - $29K
|
408
$24.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
932+ 14.22% |
$59.3K - $66.3K
|
7.49K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1.62K- 2.75% |
$103K - $115K
|
57K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.06K+ 12.58% |
$449K - $502K
|
63.2K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.5K- 9.94% |
$797K - $892K
|
114K
$6.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
314+ 0.63% |
$20K - $22.3K
|
50K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
100+ 0.29% |
$6.36K - $7.12K
|
35.1K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.9K+ 13.61% |
$691K - $773K
|
90.7K
$5.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
945+ 2.31% |
$60.1K - $67.2K
|
41.9K
$2.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.63K- 2.08% |
$104K - $116K
|
76.9K
$4.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
101+ 3.09% |
$6.42K - $7.19K
|
3.37K
$201K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9+ 0.3% |
$572 - $640
|
3K
$179K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-76- 1.05% |
$4.83K - $5.41K
|
7.13K
$426K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
56New |
$3.56K - $3.98K
|
56
$3.34K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
484+ 4.14% |
$30.8K - $34.4K
|
12.2K
$726K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
16KNew |
$1.02M - $1.14M
|
16K
$958K
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-5.72K- 9.67% |
$364K - $407K
|
53.5K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3+ 0.02% |
$191 - $213
|
14.7K
$876K
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
14KNew |
$892K - $998K
|
14K
$838K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.9K+ 16.44% |
$2.03M - $2.27M
|
226K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.08K- 16.97% |
$68.7K - $76.9K
|
5.29K
$316K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.12K+ 11.03% |
$71.5K - $80K
|
11.3K
$676K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
33.9KNew |
$2.16M - $2.41M
|
33.9K
$2.02M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
703+ 16.52% |
$44.7K - $50K
|
4.96K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
2+ 0.06% |
$127 - $142
|
3.54K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
230+ 1.64% |
$14.6K - $16.4K
|
14.2K
$850K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
429+ 0.71% |
$27.3K - $30.5K
|
60.7K
$3.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-142K- 5.73% |
$9.01M - $10.1M
|
2.33M
$139M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
15K+ 5.52% |
$954K - $1.07M
|
287K
$17.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.1K+ 42.73% |
$2.23M - $2.5M
|
117K
$7.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
48.7KNew |
$3.09M - $3.46M
|
48.7K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
2.83KNew |
$180K - $201K
|
2.83K
$169K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.83K+ 1.9% |
$180K - $201K
|
151K
$9.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
4.82KNew |
$306K - $343K
|
4.82K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
26+ 0.27% |
$1.65K - $1.85K
|
9.56K
$571K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
5.19K+ 163.4% |
$330K - $369K
|
8.36K
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4K+ 27.4% |
$254K - $285K
|
18.6K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.2KNew |
$709K - $794K
|
11.2K
$666K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-4.77K- 1.6% |
$303K - $339K
|
293K
$17.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.2K- 2.9% |
$1.47M - $1.65M
|
777K
$46.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 16.28% |
$7.73M - $8.65M
|
868K
$51.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.13K+ 23.12% |
$136K - $152K
|
11.4K
$678K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15.9K+ 84.46% |
$1.01M - $1.13M
|
34.8K
$2.08M
|