Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr U S Small C (DFAS)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Small C (DFAS) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR U S SMALL C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.58M+ 27.01% |
$210M - $244M
|
16.8M
$1.04B
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
453K+ 6.03% |
$26.7M - $30.9M
|
7.97M
$495M
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
BUY
|
- |
355KNew |
$20.9M - $24.2M
|
355K
$22M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
249K+ 36.71% |
$14.7M - $17M
|
928K
$57.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
247K+ 204.47% |
$14.5M - $16.9M
|
368K
$22.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
246K+ 1793.65% |
$14.4M - $16.7M
|
259K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
227K+ 28.54% |
$13.4M - $15.5M
|
1.02M
$63.5M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
224KNew |
$13.2M - $15.3M
|
224K
$13.9M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
217K+ 3114.95% |
$12.8M - $14.8M
|
224K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
203K+ 3.93% |
$12M - $13.9M
|
5.38M
$334M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
198K+ 2299.73% |
$11.7M - $13.5M
|
207K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
165K+ 24.57% |
$9.72M - $11.3M
|
838K
$52M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
156K+ 17.94% |
$9.16M - $10.6M
|
1.02M
$63.6M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
132K+ 63.04% |
$7.76M - $9M
|
341K
$21.2M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
126K+ 12.28% |
$7.4M - $8.58M
|
1.15M
$71.4M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
120K+ 151.94% |
$7.04M - $8.16M
|
198K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
117KNew |
$6.88M - $7.98M
|
117K
$7.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
114K+ 4.87% |
$6.68M - $7.75M
|
2.45M
$152M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
105K+ 267.37% |
$6.2M - $7.19M
|
145K
$8.99M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
102K+ 19.01% |
$6M - $6.96M
|
638K
$39.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
102K+ 5.91% |
$5.98M - $6.94M
|
1.82M
$113M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
87.8K+ 3.41% |
$5.16M - $5.99M
|
2.66M
$165M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
81.2K+ 69374.36% |
$4.77M - $5.54M
|
81.3K
$5.05M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
78.3KNew |
$4.6M - $5.34M
|
78.3K
$4.86M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
72.6KNew |
$4.27M - $4.95M
|
72.6K
$4.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
71.2K+ 49.43% |
$4.19M - $4.85M
|
215K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
71.1K+ 9.9% |
$4.18M - $4.85M
|
790K
$49M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
67K+ 18.05% |
$3.94M - $4.57M
|
438K
$27.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63.3K+ 5.78% |
$3.72M - $4.32M
|
1.16M
$71.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
62.2K+ 31.53% |
$3.66M - $4.24M
|
259K
$16.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
60.2K+ 2.51% |
$3.54M - $4.11M
|
2.46M
$153M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
57.4K+ 18.1% |
$3.38M - $3.92M
|
375K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
55.9KNew |
$3.29M - $3.81M
|
55.9K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
52.9K+ 35.4% |
$3.11M - $3.61M
|
202K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
51.9K+ 6.6% |
$3.05M - $3.54M
|
838K
$52M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
48.6K+ 30.58% |
$2.86M - $3.31M
|
208K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
44.9KNew |
$2.64M - $3.06M
|
44.9K
$2.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
43.3KNew |
$2.55M - $2.95M
|
43.3K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
42.4KNew |
$2.49M - $2.89M
|
42.4K
$2.63M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
41.8K+ 7.41% |
$2.46M - $2.85M
|
606K
$37.6M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
37.8K+ 5.93% |
$2.22M - $2.58M
|
675K
$41.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
37.4K+ 4.98% |
$2.2M - $2.55M
|
788K
$48.9M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
37.1K+ 8.14% |
$2.18M - $2.53M
|
493K
$30.6M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
36K+ 5.41% |
$2.12M - $2.45M
|
701K
$43.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
34.8K+ 9.25% |
$2.04M - $2.37M
|
411K
$25.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
33.6K+ 59.41% |
$1.98M - $2.29M
|
90.2K
$5.6M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.6KNew |
$1.97M - $2.29M
|
33.6K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33.6K+ 28.61% |
$1.97M - $2.29M
|
151K
$9.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
32.2K+ 14.37% |
$1.89M - $2.19M
|
256K
$15.9M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
30.1K+ 17.46% |
$1.77M - $2.05M
|
202K
$12.6M
|