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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.61% |
$52.3 - $63.7
|
164
$11K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.02% |
$52.3 - $63.7
|
4.58K
$308K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.01% |
$52.3 - $63.7
|
9.19K
$617K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
102K+ 5.91% |
$5.98M - $6.94M
|
1.82M
$122M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
44.9KNew |
$2.64M - $3.06M
|
44.9K
$3.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
37.4K+ 4.98% |
$2.2M - $2.55M
|
788K
$52.9M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
22.4K+ 104.62% |
$1.32M - $1.53M
|
43.8K
$2.94M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
19.6KNew |
$1.15M - $1.34M
|
19.6K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
16.1KNew |
$944K - $1.09M
|
16.1K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11.2KNew |
$656K - $761K
|
11.2K
$749K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
10.1K+ 62.04% |
$593K - $688K
|
26.3K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.41KNew |
$554K - $642K
|
9.41K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.99K+ 83.69% |
$294K - $340K
|
11K
$736K
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.91KNew |
$289K - $335K
|
4.91K
$329K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
3.74K+ 71.51% |
$220K - $255K
|
8.97K
$602K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.64KNew |
$214K - $248K
|
3.64K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.56KNew |
$209K - $243K
|
3.56K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.97K+ 31.11% |
$175K - $203K
|
12.5K
$842K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.43KNew |
$143K - $166K
|
2.43K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.41KNew |
$141K - $164K
|
2.41K
$161K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
984+ 8.19% |
$57.9K - $67.1K
|
13K
$873K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
926+ 1.85% |
$54.5K - $63.2K
|
51K
$3.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
913New |
$53.7K - $62.3K
|
913
$61.3K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
453+ 1.58% |
$26.6K - $30.9K
|
29.2K
$1.96M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
343New |
$20.2K - $23.4K
|
343
$23K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
314+ 5.64% |
$18.5K - $21.4K
|
5.88K
$395K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
272New |
$16K - $18.6K
|
272
$18.3K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
251New |
$14.8K - $17.1K
|
251
$16.9K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
233+ 29.57% |
$13.7K - $15.9K
|
1.02K
$68.6K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
177+ 0.16% |
$10.4K - $12.1K
|
109K
$7.33M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
161New |
$9.47K - $11K
|
161
$10.8K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
161+ 4.33% |
$9.47K - $11K
|
3.88K
$260K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
82+ 2.08% |
$4.82K - $5.59K
|
4.03K
$270K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
78New |
$4.59K - $5.32K
|
78
$5.24K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
66New |
$3.88K - $4.5K
|
66
$4.43K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
53+ 0.96% |
$3.12K - $3.61K
|
5.56K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18New |
$1.06K - $1.23K
|
18
$1.21K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
15+ 0.22% |
$882 - $1.02K
|
6.8K
$457K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9+ 0.1% |
$529 - $614
|
9.28K
$623K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.11% |
$235 - $273
|
3.55K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
2+ 0.06% |
$118 - $136
|
3.54K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2+ 0.06% |
$118 - $136
|
3.4K
$228K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1+ 0.25% |
$58.8 - $68.2
|
409
$27.5K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
33.9KNew |
$2.16M - $2.41M
|
33.9K
$2.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
28KNew |
$1.78M - $1.99M
|
28K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
16KNew |
$1.02M - $1.14M
|
16K
$1.08M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
11.5KNew |
$730K - $817K
|
11.5K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
10.4KNew |
$663K - $742K
|
10.4K
$700K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.87KNew |
$373K - $418K
|
5.87K
$394K
|
|