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 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.81KNew |
$334K - $363K
|
5.81K
$390K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
4.54KNew |
$261K - $283K
|
4.54K
$305K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.44KNew |
$197K - $214K
|
3.44K
$231K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.44KNew |
$197K - $214K
|
3.44K
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
2.67K+ 17.78% |
$153K - $167K
|
17.7K
$1.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.61KNew |
$150K - $163K
|
2.61K
$175K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.15K+ 5.32% |
$66.2K - $71.9K
|
22.8K
$1.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
963New |
$55.3K - $60.1K
|
963
$64.7K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
820+ 92.13% |
$47.1K - $51.1K
|
1.71K
$115K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
427+ 11.63% |
$24.5K - $26.6K
|
4.1K
$275K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
419+ 167.6% |
$24.1K - $26.1K
|
669
$44.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
284New |
$16.3K - $17.7K
|
284
$19.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
206New |
$11.8K - $12.8K
|
206
$13.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
144+ 400.0% |
$8.27K - $8.98K
|
180
$12.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
107+ 4.3% |
$6.14K - $6.67K
|
2.59K
$174K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
35New |
$2.01K - $2.18K
|
35
$2.35K
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
30+ 0.06% |
$1.72K - $1.87K
|
52.9K
$3.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22New |
$1.26K - $1.37K
|
22
$1.48K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 10.31% |
$574 - $624
|
107
$7.19K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
2+ 0.06% |
$115 - $125
|
3.47K
$233K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
95KNew |
$5.38M - $5.92M
|
95K
$6.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
11.3KNew |
$639K - $703K
|
11.3K
$757K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.51K+ 13.64% |
$539K - $593K
|
79.2K
$5.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8.42KNew |
$477K - $525K
|
8.42K
$565K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.01K+ 61.35% |
$454K - $499K
|
21.1K
$1.41M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6.36K+ 35.26% |
$360K - $396K
|
24.4K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.21KNew |
$352K - $387K
|
6.21K
$417K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.22K+ 42.09% |
$296K - $325K
|
17.6K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
4.33KNew |
$245K - $270K
|
4.33K
$291K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
4.03KNew |
$228K - $251K
|
4.03K
$270K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.44KNew |
$195K - $215K
|
3.44K
$231K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
3.35KNew |
$190K - $209K
|
3.35K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.66KNew |
$94.3K - $104K
|
1.66K
$112K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.4K+ 2.04% |
$79.3K - $87.3K
|
69.9K
$4.69M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.2K+ 31.65% |
$68K - $74.8K
|
4.99K
$335K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.11KNew |
$62.8K - $69.1K
|
1.11K
$74.5K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
945New |
$53.5K - $58.9K
|
945
$63.5K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
918New |
$52K - $57.2K
|
918
$61.6K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
508+ 12.26% |
$28.8K - $31.7K
|
4.65K
$312K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
189+ 0.52% |
$10.7K - $11.8K
|
36.6K
$2.46M
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
34.8KNew |
$1.7M - $2.1M
|
34.8K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
11.8KNew |
$575K - $712K
|
11.8K
$790K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
6.95KNew |
$339K - $420K
|
6.95K
$467K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
6.77KNew |
$331K - $410K
|
6.77K
$455K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5.67K+ 4.35% |
$277K - $343K
|
136K
$9.13M
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4.88K+ 3.54% |
$238K - $295K
|
143K
$9.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
4.77KNew |
$233K - $288K
|
4.77K
$320K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.44KNew |
$168K - $208K
|
3.44K
$231K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
778New |
$38K - $47.1K
|
778
$52.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
669New |
$32.7K - $40.5K
|
669
$44.9K
|
|