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 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
3.11KNew |
$198K - $222K
|
3.11K
$186K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-294- 1.27% |
$18.7K - $20.9K
|
22.8K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
91.3KNew |
$5.8M - $6.49M
|
91.3K
$5.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.6KNew |
$675K - $756K
|
10.6K
$634K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
11.4K+ 13.46% |
$726K - $812K
|
96.2K
$5.75M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.81K+ 1.0% |
$115K - $129K
|
184K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-658- 0.54% |
$41.8K - $46.8K
|
121K
$7.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
14.1KNew |
$896K - $1M
|
14.1K
$841K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
11.1K+ 4.08% |
$705K - $789K
|
283K
$16.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
19+ 0.04% |
$1.21K - $1.35K
|
51.5K
$3.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-15.1K- 7.38% |
$959K - $1.07M
|
189K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-7.7K- 38.08% |
$490K - $548K
|
12.5K
$748K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.51K+ 31.52% |
$287K - $321K
|
18.8K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
49+ 0.05% |
$3.12K - $3.49K
|
105K
$6.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.36K- 1.1% |
$86.7K - $97K
|
123K
$7.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
157+ 0.54% |
$9.98K - $11.2K
|
29.3K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
45.4KNew |
$2.89M - $3.23M
|
45.4K
$2.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-401- 68.31% |
$25.5K - $28.5K
|
186
$11.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.31K- 8.49% |
$465K - $520K
|
78.8K
$4.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13K+ 22.12% |
$825K - $923K
|
71.6K
$4.28M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.6K- 1.43% |
$926K - $1.04M
|
1M
$59.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
41+ 0.22% |
$2.61K - $2.92K
|
18.4K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.72K- 1.79% |
$554K - $620K
|
479K
$28.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.24KNew |
$269K - $302K
|
4.24K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-243- 0.2% |
$15.4K - $17.3K
|
123K
$7.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.63KNew |
$294K - $329K
|
4.63K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.92K+ 3.97% |
$185K - $207K
|
76.4K
$4.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
30+ 0.28% |
$1.91K - $2.13K
|
10.7K
$639K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5.15KNew |
$327K - $366K
|
5.15K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.62K+ 2.94% |
$103K - $116K
|
56.8K
$3.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.66K+ 5.73% |
$169K - $189K
|
49K
$2.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
11K+ 9.47% |
$701K - $784K
|
127K
$7.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-73- 1.45% |
$4.64K - $5.19K
|
4.98K
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
390+ 2.34% |
$24.8K - $27.7K
|
17K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.05KNew |
$130K - $146K
|
2.05K
$122K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8+ 0.29% |
$509 - $569
|
2.77K
$165K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
40+ 0.23% |
$2.54K - $2.85K
|
17.3K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-59- 1.01% |
$3.75K - $4.2K
|
5.77K
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
41.5K+ 20.01% |
$2.64M - $2.95M
|
249K
$14.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
5.18K+ 14.2% |
$329K - $368K
|
41.6K
$2.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
767+ 2.08% |
$48.8K - $54.6K
|
37.6K
$2.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
115K+ 1105.56% |
$7.29M - $8.16M
|
125K
$7.47M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.47KNew |
$411K - $460K
|
6.47K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
683+ 5.29% |
$43.4K - $48.6K
|
13.6K
$812K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
9.47K+ 13.77% |
$602K - $674K
|
78.2K
$4.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
537KNew |
$34.1M - $38.2M
|
537K
$32M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
190+ 4.71% |
$12.1K - $13.5K
|
4.22K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.13K- 3.94% |
$390K - $436K
|
150K
$8.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.11% |
$254 - $285
|
3.55K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.26K+ 0.77% |
$79.8K - $89.3K
|
165K
$9.82M
|