Latest Institutional Purchases of Dimensional ETF Tr U S Small C (DFAS)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr U S Small C (DFAS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
297K+ 187.02% |
$18.9M - $21.1M
|
455K
$30.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
203K+ 8.57% |
$12.9M - $14.4M
|
2.57M
$174M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
120K+ 15.5% |
$7.62M - $8.53M
|
893K
$60.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
90.3KNew |
$5.74M - $6.43M
|
90.3K
$6.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
73.1K+ 7.15% |
$4.65M - $5.2M
|
1.1M
$74.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
58.4K+ 5.81% |
$3.72M - $4.16M
|
1.06M
$72.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
56.6KNew |
$3.6M - $4.03M
|
56.6K
$3.83M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
50.5KNew |
$3.21M - $3.6M
|
50.5K
$3.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
49.7K+ 35.23% |
$3.16M - $3.54M
|
191K
$12.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
49.3K+ 2.1% |
$3.14M - $3.51M
|
2.4M
$163M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
45.7KNew |
$2.9M - $3.25M
|
45.7K
$3.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
44.2KNew |
$2.81M - $3.15M
|
44.2K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
37.9KNew |
$2.41M - $2.7M
|
37.9K
$2.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
28.3K+ 21.92% |
$1.8M - $2.01M
|
157K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26.5K+ 4.93% |
$1.69M - $1.89M
|
565K
$38.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
24.5K+ 6.97% |
$1.56M - $1.74M
|
376K
$25.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
22.8KNew |
$1.45M - $1.62M
|
22.8K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
17KNew |
$1.08M - $1.21M
|
17K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15.9K+ 6.87% |
$1.01M - $1.13M
|
248K
$16.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
15.3KNew |
$972K - $1.09M
|
15.3K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.6K+ 48.14% |
$928K - $1.04M
|
44.9K
$3.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
14.5K+ 11.29% |
$922K - $1.03M
|
143K
$9.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
13KNew |
$828K - $927K
|
13K
$882K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
12.1K+ 24.88% |
$770K - $861K
|
60.7K
$4.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12K+ 12.26% |
$760K - $850K
|
109K
$7.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
11.1K+ 3.35% |
$707K - $792K
|
343K
$23.2M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
10.2K+ 3.56% |
$652K - $729K
|
298K
$20.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
9.67K+ 28.64% |
$615K - $688K
|
43.4K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.74KNew |
$556K - $622K
|
8.74K
$592K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.49KNew |
$540K - $604K
|
8.49K
$575K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.33K+ 4.14% |
$530K - $593K
|
210K
$14.2M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
7.88K+ 7.49% |
$501K - $560K
|
113K
$7.65M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7.84K+ 48.43% |
$498K - $558K
|
24K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
7.73K+ 5.08% |
$492K - $550K
|
160K
$10.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7.04K+ 265.07% |
$447K - $501K
|
9.69K
$656K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.01K+ 14.88% |
$382K - $428K
|
46.4K
$3.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6K+ 94.89% |
$382K - $427K
|
12.3K
$835K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
5.96K+ 4.88% |
$379K - $424K
|
128K
$8.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.74K+ 17.18% |
$365K - $408K
|
39.1K
$2.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
5.69K+ 20.16% |
$362K - $405K
|
33.9K
$2.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
5.47K+ 14.37% |
$347K - $389K
|
43.5K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.42K+ 10.12% |
$344K - $385K
|
58.9K
$3.99M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.27KNew |
$335K - $375K
|
5.27K
$357K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
5.23KNew |
$332K - $372K
|
5.23K
$354K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.06K+ 0.95% |
$322K - $360K
|
540K
$36.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
4.99K+ 4.15% |
$317K - $355K
|
125K
$8.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.65K+ 1.53% |
$296K - $331K
|
308K
$20.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4.28KNew |
$272K - $304K
|
4.28K
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
4.18K+ 5.13% |
$266K - $298K
|
85.7K
$5.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.98KNew |
$253K - $283K
|
3.98K
$269K
|