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 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-21- 0.31% |
$1.34K - $1.49K
|
6.71K
$401K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
913+ 9.09% |
$58K - $65K
|
11K
$654K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.42K+ 0.38% |
$90K - $101K
|
378K
$22.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.02K+ 37.45% |
$192K - $215K
|
11.1K
$663K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.23K+ 62.64% |
$141K - $158K
|
5.78K
$345K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
57.8K+ 5.98% |
$3.68M - $4.12M
|
1.02M
$61.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-640- 2.82% |
$40.7K - $45.5K
|
22K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.1KNew |
$767K - $858K
|
12.1K
$720K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
791+ 5.76% |
$50.3K - $56.3K
|
14.5K
$868K
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.41K- 1.01% |
$89.3K - $100K
|
137K
$8.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.13K+ 30.15% |
$580K - $650K
|
39.4K
$2.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
163K+ 40.91% |
$10.4M - $11.6M
|
563K
$33.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.1K- 2.53% |
$70.1K - $78.4K
|
42.5K
$2.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.05K+ 0.75% |
$131K - $146K
|
276K
$16.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.63K+ 22.64% |
$231K - $258K
|
19.7K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.04K+ 22.78% |
$66.4K - $74.3K
|
5.63K
$336K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-110- 0.27% |
$6.99K - $7.83K
|
40.1K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-11.8K- 6.41% |
$748K - $837K
|
172K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
800+ 57.85% |
$50.9K - $56.9K
|
2.18K
$130K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
220+ 0.89% |
$14K - $15.7K
|
25K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
12.7K+ 41.43% |
$808K - $904K
|
43.4K
$2.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-19.7K- 2.22% |
$1.25M - $1.4M
|
866K
$51.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-3.52K- 19.84% |
$224K - $251K
|
14.2K
$850K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
618+ 8.69% |
$39.3K - $44K
|
7.73K
$461K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2K+ 26.04% |
$127K - $142K
|
9.68K
$578K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
538+ 1.17% |
$34.2K - $38.3K
|
46.6K
$2.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
8.21KNew |
$522K - $584K
|
8.21K
$490K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
8+ 0.1% |
$509 - $569
|
8.05K
$481K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.38KNew |
$279K - $312K
|
4.38K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
132KNew |
$8.37M - $9.37M
|
132K
$7.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
7.98K+ 14.39% |
$507K - $567K
|
63.4K
$3.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-388- 0.66% |
$24.7K - $27.6K
|
58.2K
$3.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.72K+ 4.05% |
$363K - $407K
|
147K
$8.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
323+ 3.49% |
$20.5K - $23K
|
9.57K
$571K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
224KNew |
$14.2M - $15.9M
|
224K
$13.4M
|
|
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-4.38K- 6.67% |
$279K - $312K
|
61.3K
$3.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.48K+ 2.83% |
$157K - $176K
|
90K
$5.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
95+ 0.13% |
$6.04K - $6.76K
|
72.7K
$4.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.12KNew |
$389K - $436K
|
6.12K
$365K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-2.2K- 2.05% |
$140K - $156K
|
105K
$6.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
557KNew |
$35.4M - $39.6M
|
557K
$33.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
854+ 0.37% |
$54.3K - $60.8K
|
230K
$13.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
159KNew |
$10.1M - $11.3M
|
159K
$9.49M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
745+ 4.54% |
$47.4K - $53K
|
17.1K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3.86K+ 4.68% |
$245K - $274K
|
86.2K
$5.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
9.43K+ 3.47% |
$599K - $671K
|
281K
$16.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.02K- 5.96% |
$192K - $215K
|
47.6K
$2.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.62K- 1.85% |
$421K - $471K
|
350K
$20.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
440New |
$28K - $31.3K
|
440
$26.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.89K+ 2.0% |
$183K - $205K
|
147K
$8.79M
|