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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
4.82KNew |
$306K - $343K
|
4.82K
$324K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
4.7KNew |
$299K - $335K
|
4.7K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.63KNew |
$294K - $329K
|
4.63K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4.28KNew |
$272K - $304K
|
4.28K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.98KNew |
$253K - $283K
|
3.98K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
3.64KNew |
$232K - $259K
|
3.64K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.35KNew |
$213K - $239K
|
3.35K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.23KNew |
$206K - $230K
|
3.23K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.23KNew |
$205K - $230K
|
3.23K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
3.11KNew |
$198K - $222K
|
3.11K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.23K+ 62.64% |
$141K - $158K
|
5.78K
$388K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.69KNew |
$107K - $120K
|
1.69K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.41KNew |
$89.8K - $100K
|
1.41K
$94.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1.1KNew |
$69.9K - $78.3K
|
1.1K
$73.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1.02KNew |
$64.5K - $72.2K
|
1.02K
$68.2K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
917+ 10.14% |
$58.3K - $65.2K
|
9.96K
$669K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
839New |
$53.3K - $59.7K
|
839
$56.3K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
550New |
$35K - $39.1K
|
550
$36.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
387New |
$24.6K - $27.5K
|
387
$26K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
358+ 3.71% |
$22.8K - $25.5K
|
10K
$671K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
247New |
$15.7K - $17.6K
|
247
$16.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
195New |
$12.4K - $13.9K
|
195
$13.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
162New |
$10.3K - $11.5K
|
162
$10.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
101+ 3.09% |
$6.42K - $7.19K
|
3.37K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
28+ 0.2% |
$1.78K - $1.99K
|
14.3K
$960K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.23% |
$1.65K - $1.85K
|
11.4K
$766K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
6+ 0.19% |
$381 - $427
|
3.11K
$209K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
58.4K+ 18.37% |
$3.46M - $3.81M
|
376K
$25.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.1KNew |
$1.19M - $1.32M
|
20.1K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
16.1K+ 11.1% |
$956K - $1.05M
|
161K
$10.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.8K+ 17.79% |
$878K - $968K
|
98.1K
$6.59M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.59K+ 7.06% |
$154K - $169K
|
39.3K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.94K+ 27.58% |
$115K - $126K
|
8.95K
$601K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.71KNew |
$101K - $111K
|
1.71K
$115K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.44K+ 14.83% |
$85.2K - $93.9K
|
11.1K
$748K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.08KNew |
$64.2K - $70.8K
|
1.08K
$72.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.07K+ 13.53% |
$63.2K - $69.6K
|
8.94K
$601K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
981New |
$58.1K - $64.1K
|
981
$65.9K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
961New |
$56.9K - $62.8K
|
961
$64.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
888+ 4.25% |
$52.6K - $58K
|
21.8K
$1.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
604+ 1.82% |
$35.8K - $39.5K
|
33.7K
$2.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
432+ 10.93% |
$25.6K - $28.2K
|
4.39K
$294K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
264+ 16.73% |
$15.6K - $17.2K
|
1.84K
$124K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
175+ 100.0% |
$10.4K - $11.4K
|
350
$23.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
142New |
$8.41K - $9.28K
|
142
$9.54K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
53New |
$3.14K - $3.46K
|
53
$3.56K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.25% |
$59.3 - $65.3
|
407
$27.3K
|
|
| Q2 2024 | |||||||
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
241K+ 509.09% |
$13.9M - $15.1M
|
289K
$19.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.3KNew |
$651K - $708K
|
11.3K
$762K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
8.79K+ 8.5% |
$505K - $548K
|
112K
$7.54M
|
|