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 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.63KNew |
$231K - $258K
|
3.63K
$245K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.52K+ 3.16% |
$224K - $250K
|
115K
$7.78M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3.25KNew |
$207K - $231K
|
3.25K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.23KNew |
$206K - $230K
|
3.23K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.23KNew |
$205K - $230K
|
3.23K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.19K+ 1.64% |
$203K - $227K
|
198K
$13.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.15K+ 19.61% |
$200K - $224K
|
19.2K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.1K+ 10.07% |
$197K - $221K
|
33.9K
$2.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.54K+ 1.02% |
$161K - $181K
|
250K
$16.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.36K+ 4.32% |
$150K - $168K
|
56.9K
$3.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.14K+ 2.51% |
$136K - $152K
|
87.6K
$5.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1.92K+ 1.27% |
$122K - $137K
|
153K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.91K+ 3.7% |
$122K - $136K
|
53.6K
$3.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.86K+ 12.42% |
$118K - $132K
|
16.8K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.85K+ 0.87% |
$117K - $131K
|
214K
$14.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.8K+ 89.34% |
$115K - $128K
|
3.82K
$259K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.56K+ 0.37% |
$99.1K - $111K
|
425K
$28.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.43K+ 2.14% |
$90.6K - $101K
|
68.1K
$4.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.4K+ 37.84% |
$88.9K - $99.5K
|
5.1K
$345K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 0.62% |
$87.3K - $97.7K
|
224K
$15.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.36K+ 9.42% |
$86.7K - $97K
|
15.8K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.35K+ 1.05% |
$86K - $96.3K
|
130K
$8.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.27K+ 0.19% |
$80.4K - $90K
|
674K
$45.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.14K+ 1.02% |
$72.4K - $81K
|
112K
$7.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.12K+ 2.73% |
$71.3K - $79.8K
|
42.2K
$2.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.11K+ 7.15% |
$70.7K - $79.1K
|
16.7K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.1K+ 6.04% |
$69.9K - $78.3K
|
19.3K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
980+ 21.16% |
$62.3K - $69.7K
|
5.61K
$380K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
966+ 2.96% |
$61.4K - $68.7K
|
33.6K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
917+ 10.14% |
$58.3K - $65.2K
|
9.96K
$674K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
660+ 1.03% |
$42K - $47K
|
64.5K
$4.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
642+ 2.08% |
$40.8K - $45.7K
|
31.6K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
624+ 0.33% |
$39.7K - $44.4K
|
190K
$12.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
510+ 10.08% |
$32.4K - $36.3K
|
5.57K
$377K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
498+ 1.03% |
$31.7K - $35.4K
|
48.8K
$3.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
495+ 2.98% |
$31.5K - $35.2K
|
17.1K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
406+ 0.24% |
$25.8K - $28.9K
|
166K
$11.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
387+ 13.56% |
$24.6K - $27.5K
|
3.24K
$219K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
387New |
$24.6K - $27.5K
|
387
$26.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
373+ 8.2% |
$23.7K - $26.5K
|
4.92K
$333K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
358+ 3.71% |
$22.8K - $25.5K
|
10K
$677K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
300+ 2.8% |
$19.1K - $21.3K
|
11K
$745K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
294+ 0.33% |
$18.7K - $20.9K
|
90K
$6.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
253+ 0.51% |
$16.1K - $18K
|
49.7K
$3.36M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
247New |
$15.7K - $17.6K
|
247
$16.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
245+ 2.7% |
$15.6K - $17.4K
|
9.32K
$631K
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
224+ 0.43% |
$14.2K - $15.9K
|
52K
$3.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
179+ 0.94% |
$11.4K - $12.7K
|
19.1K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
162New |
$10.3K - $11.5K
|
162
$11K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
124+ 0.23% |
$7.88K - $8.82K
|
54.1K
$3.66M
|