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
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.36K+ 9.42% |
$86.7K - $97K
|
15.8K
$882K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.35K+ 1.05% |
$86K - $96.3K
|
130K
$7.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.35K+ 7.01% |
$85.8K - $96K
|
20.6K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.34K+ 6.23% |
$84.9K - $95K
|
22.8K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.28KNew |
$81.4K - $91.1K
|
1.28K
$71.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.27K+ 0.19% |
$80.4K - $90K
|
674K
$37.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.26K+ 0.77% |
$79.8K - $89.3K
|
165K
$9.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.14K+ 1.02% |
$72.4K - $81K
|
112K
$6.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.12K+ 11.03% |
$71.5K - $80K
|
11.3K
$630K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.12K+ 2.73% |
$71.3K - $79.8K
|
42.2K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.11K+ 7.15% |
$70.7K - $79.1K
|
16.7K
$927K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1.1KNew |
$69.9K - $78.3K
|
1.1K
$61.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.1K+ 6.04% |
$69.9K - $78.3K
|
19.3K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.04K+ 22.78% |
$66.4K - $74.3K
|
5.63K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1.02KNew |
$64.5K - $72.2K
|
1.02K
$56.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
980+ 21.16% |
$62.3K - $69.7K
|
5.61K
$312K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
966+ 2.96% |
$61.4K - $68.7K
|
33.6K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
958+ 21.05% |
$60.9K - $68.2K
|
5.51K
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
945+ 2.31% |
$60.1K - $67.2K
|
41.9K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
932+ 14.22% |
$59.3K - $66.3K
|
7.49K
$417K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
917+ 10.14% |
$58.3K - $65.2K
|
9.96K
$555K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
913+ 9.09% |
$58K - $65K
|
11K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
880+ 8.24% |
$56K - $62.6K
|
11.6K
$644K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
876+ 21.09% |
$55.7K - $62.3K
|
5.03K
$280K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
854+ 0.37% |
$54.3K - $60.8K
|
230K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
839New |
$53.3K - $59.7K
|
839
$46.7K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
835+ 0.31% |
$53.1K - $59.4K
|
270K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
811+ 6.0% |
$51.6K - $57.7K
|
14.3K
$798K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
804+ 17.03% |
$51.1K - $57.2K
|
5.53K
$308K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
800+ 57.85% |
$50.9K - $56.9K
|
2.18K
$122K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
791+ 5.76% |
$50.3K - $56.3K
|
14.5K
$809K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
781New |
$49.7K - $55.6K
|
781
$43.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
767+ 2.08% |
$48.8K - $54.6K
|
37.6K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
749+ 0.94% |
$47.6K - $53.3K
|
80.3K
$4.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
749+ 0.53% |
$47.6K - $53.3K
|
142K
$7.92M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
745+ 4.54% |
$47.4K - $53K
|
17.1K
$954K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
737+ 3.54% |
$46.9K - $52.4K
|
21.6K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
714+ 3.59% |
$45.4K - $50.8K
|
20.6K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
703+ 16.52% |
$44.7K - $50K
|
4.96K
$276K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
686+ 7.14% |
$43.6K - $48.8K
|
10.3K
$573K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
685+ 1.2% |
$43.6K - $48.7K
|
57.8K
$3.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
683+ 5.29% |
$43.4K - $48.6K
|
13.6K
$757K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
665+ 3.78% |
$42.3K - $47.3K
|
18.3K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
662+ 6.84% |
$42.1K - $47.1K
|
10.3K
$576K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
660+ 1.03% |
$42K - $47K
|
64.5K
$3.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
642+ 2.08% |
$40.8K - $45.7K
|
31.6K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
624+ 0.33% |
$39.7K - $44.4K
|
190K
$10.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
618+ 8.69% |
$39.3K - $44K
|
7.73K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
550New |
$35K - $39.1K
|
550
$30.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
538+ 1.17% |
$34.2K - $38.3K
|
46.6K
$2.6M
|