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 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
113+ 2.04% |
$7.18K - $8.04K
|
5.65K
$382K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
101+ 2.12% |
$6.42K - $7.19K
|
4.87K
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
66+ 2.66% |
$4.2K - $4.7K
|
2.55K
$173K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
65+ 0.84% |
$4.13K - $4.62K
|
7.77K
$526K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
52+ 0.28% |
$3.31K - $3.7K
|
18.9K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
38+ 0.27% |
$2.42K - $2.7K
|
14K
$944K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
28+ 0.2% |
$1.78K - $1.99K
|
14.3K
$968K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
21+ 0.19% |
$1.34K - $1.49K
|
11.1K
$750K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
19+ 0.28% |
$1.21K - $1.35K
|
6.79K
$459K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17+ 0.3% |
$1.08K - $1.21K
|
5.63K
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11+ 0.12% |
$699 - $783
|
9.27K
$627K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
10+ 0.24% |
$636 - $712
|
4.22K
$285K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4+ 0.11% |
$254 - $285
|
3.71K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3+ 0.06% |
$191 - $213
|
4.82K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2+ 0.04% |
$127 - $142
|
5.02K
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1+ 0.02% |
$63.6 - $71.2
|
4.11K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$63.6 - $71.2
|
3.88K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.01% |
$63.6 - $71.2
|
17.4K
$1.18M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
467K+ 10.51% |
$27.7M - $30.5M
|
4.91M
$333M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
180K+ 2432.08% |
$10.7M - $11.8M
|
188K
$12.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
177K+ 21.07% |
$10.5M - $11.6M
|
1.02M
$69M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
130K+ 1232.5% |
$7.73M - $8.52M
|
141K
$9.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
124K+ 157.17% |
$7.35M - $8.11M
|
203K
$13.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
117K+ 18.67% |
$6.96M - $7.67M
|
747K
$50.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
116KNew |
$6.9M - $7.61M
|
116K
$7.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
106KNew |
$6.26M - $6.9M
|
106K
$7.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
106K+ 4.45% |
$6.25M - $6.89M
|
2.48M
$168M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
102K+ 33.23% |
$6.04M - $6.66M
|
409K
$27.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
74K+ 4.73% |
$4.38M - $4.83M
|
1.64M
$111M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
70K+ 10.25% |
$4.15M - $4.58M
|
753K
$51M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
68.7K+ 82.33% |
$4.07M - $4.49M
|
152K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
67.4K+ 14.77% |
$3.99M - $4.4M
|
523K
$35.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
63.3K+ 10.3% |
$3.75M - $4.14M
|
679K
$45.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59K+ 94.32% |
$3.5M - $3.86M
|
122K
$8.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
58.4K+ 18.37% |
$3.46M - $3.81M
|
376K
$25.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
51.5KNew |
$3.05M - $3.37M
|
51.5K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
50.6KNew |
$3M - $3.31M
|
50.6K
$3.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
49.5K+ 53.78% |
$2.93M - $3.23M
|
142K
$9.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.3K+ 8.52% |
$2.8M - $3.09M
|
603K
$40.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
46.6K+ 6.6% |
$2.76M - $3.05M
|
754K
$51M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
46.4K+ 7.7% |
$2.75M - $3.03M
|
650K
$44M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45.7K+ 6.06% |
$2.71M - $2.99M
|
800K
$54.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42.8K+ 14.67% |
$2.53M - $2.79M
|
334K
$22.6M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40.4K+ 4.36% |
$2.4M - $2.64M
|
967K
$65.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
39.6K+ 12.39% |
$2.35M - $2.59M
|
360K
$24.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
34.1KNew |
$2.02M - $2.23M
|
34.1K
$2.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
32.4K+ 17.07% |
$1.92M - $2.12M
|
222K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
31.4K+ 23.93% |
$1.86M - $2.05M
|
162K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
30.2K+ 0.43% |
$1.79M - $1.97M
|
7M
$474M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.8K+ 20.06% |
$1.76M - $1.95M
|
178K
$12.1M
|
|