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 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
23.6K+ 9.85% |
$1.5M - $1.65M
|
263K
$17.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
36.2K+ 27.2% |
$2.3M - $2.52M
|
169K
$11.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
316+ 6.06% |
$20K - $22K
|
5.53K
$371K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-958- 4.69% |
$60.7K - $66.8K
|
19.5K
$1.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
23.9K+ 623.27% |
$1.52M - $1.67M
|
27.8K
$1.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
1.87K+ 4.09% |
$119K - $130K
|
47.6K
$3.19M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 1.85% |
$1.12M - $1.23M
|
967K
$65M
|
|
|
Nov 06, 2025
Q3 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
SELL
|
- |
-169- 4.8% |
$10.7K - $11.8K
|
3.35K
$225K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-1.22K- 64.71% |
$77.4K - $85.1K
|
666
$44.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
14.4K+ 2.03% |
$912K - $1M
|
722K
$48.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
7.69K+ 2.81% |
$488K - $536K
|
282K
$18.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-117- 0.28% |
$7.42K - $8.15K
|
42.3K
$2.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-1.9K- 2.8% |
$120K - $132K
|
66K
$4.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.04% |
$63.4 - $69.7
|
2.56K
$172K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
135+ 1.47% |
$8.56K - $9.41K
|
9.35K
$628K
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
49+ 0.1% |
$3.11K - $3.41K
|
47.9K
$3.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
48+ 0.15% |
$3.04K - $3.35K
|
31.6K
$2.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-7.2K- 9.56% |
$457K - $502K
|
68.1K
$4.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.63K+ 4.43% |
$484K - $531K
|
180K
$12.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
202+ 5.9% |
$12.8K - $14.1K
|
3.63K
$244K
|
|
|
Nov 05, 2025
Q3 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.01% |
$190 - $209
|
35.4K
$2.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
17.3K+ 6.31% |
$1.1M - $1.21M
|
292K
$19.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
67K+ 19.99% |
$4.25M - $4.67M
|
402K
$27M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.1K+ 28.55% |
$640K - $704K
|
45.5K
$3.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.61K+ 3.67% |
$102K - $112K
|
45.4K
$3.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
3.08KNew |
$195K - $214K
|
3.08K
$206K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
129+ 1.59% |
$8.18K - $8.99K
|
8.22K
$552K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
33.8K+ 37.89% |
$2.15M - $2.36M
|
123K
$8.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
3KNew |
$190K - $209K
|
3K
$202K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-816- 0.74% |
$51.7K - $56.9K
|
109K
$7.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-375- 0.77% |
$23.8K - $26.1K
|
48.2K
$3.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.02K- 15.55% |
$64.9K - $71.3K
|
5.56K
$373K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
500K+ 1672.93% |
$31.7M - $34.8M
|
530K
$35.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-2.73K- 3.76% |
$173K - $190K
|
70K
$4.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.67K+ 14.63% |
$106K - $116K
|
13.1K
$876K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-76- 1.99% |
$4.82K - $5.3K
|
3.74K
$251K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
7.28K+ 12.74% |
$462K - $508K
|
64.4K
$4.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.5K+ 24.88% |
$2.19M - $2.41M
|
173K
$11.6M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
270New |
$17.1K - $18.8K
|
270
$18.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.85K- 1.82% |
$307K - $338K
|
261K
$17.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
11K+ 21.24% |
$695K - $763K
|
62.5K
$4.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9.77K+ 15.24% |
$619K - $681K
|
73.9K
$4.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.76K+ 697.62% |
$111K - $123K
|
2.01K
$135K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
97New |
$6.15K - $6.76K
|
97
$6.51K
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
SELL
|
- |
-19- 0.01% |
$1.2K - $1.32K
|
222K
$14.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
BUY
|
- |
888+ 2.59% |
$56.3K - $61.9K
|
35.1K
$2.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-35K- 2.66% |
$2.22M - $2.44M
|
1.28M
$86M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.34K+ 13.91% |
$212K - $233K
|
27.3K
$1.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-862K- 34.96% |
$54.7M - $60.1M
|
1.6M
$108M
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-32- 0.22% |
$2.03K - $2.23K
|
14.4K
$967K
|
|