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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-160- 0.46% |
$9.41K - $10.9K
|
34.8K
$2.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-162- 2.43% |
$9.53K - $11K
|
6.51K
$440K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-165- 2.18% |
$9.7K - $11.3K
|
7.41K
$501K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-166- 3.16% |
$9.76K - $11.3K
|
5.09K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-169- 2.56% |
$9.94K - $11.5K
|
6.43K
$435K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-180- 8.34% |
$10.6K - $12.3K
|
1.98K
$134K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-200- 2.14% |
$11.8K - $13.6K
|
9.16K
$619K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-209- 2.61% |
$12.3K - $14.3K
|
7.81K
$528K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-235- 3.03% |
$13.8K - $16K
|
7.53K
$509K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-247- 0.59% |
$14.5K - $16.8K
|
41.7K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-255- 4.55% |
$15K - $17.4K
|
5.34K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-275- 5.01% |
$16.2K - $18.8K
|
5.21K
$352K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-279- 0.79% |
$16.4K - $19K
|
34.8K
$2.36M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-299- 3.13% |
$17.6K - $20.4K
|
9.27K
$627K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-369- 2.12% |
$21.7K - $25.2K
|
17K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-370- 5.21% |
$21.8K - $25.2K
|
6.74K
$455K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-382- 1.59% |
$22.5K - $26.1K
|
23.6K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-387- 6.2% |
$22.8K - $26.4K
|
5.86K
$396K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-393- 8.97% |
$23.1K - $26.8K
|
3.99K
$270K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-424- 10.91% |
$24.9K - $28.9K
|
3.46K
$234K
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-435- 1.01% |
$25.6K - $29.7K
|
42.8K
$2.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-437- 0.64% |
$25.7K - $29.8K
|
67.7K
$4.58M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-443- 3.05% |
$26.1K - $30.2K
|
14.1K
$952K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-449- 2.04% |
$26.4K - $30.6K
|
21.6K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-458- 3.2% |
$26.9K - $31.2K
|
13.9K
$938K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-477- 9.62% |
$28.1K - $32.5K
|
4.48K
$303K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-500- 0.43% |
$29.4K - $34.1K
|
115K
$7.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-512- 9.09% |
$30.1K - $34.9K
|
5.12K
$346K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-520- 3.99% |
$30.6K - $35.5K
|
12.5K
$845K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-541- 8.68% |
$31.8K - $36.9K
|
5.69K
$385K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-595- 2.61% |
$35K - $40.6K
|
22.2K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-599- 3.03% |
$35.2K - $40.9K
|
19.2K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-622- 10.15% |
$36.6K - $42.4K
|
5.51K
$372K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-622- 11.04% |
$36.6K - $42.4K
|
5.01K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-648- 3.5% |
$38.1K - $44.2K
|
17.9K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-661- 23.86% |
$38.9K - $45.1K
|
2.11K
$143K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-662- 16.11% |
$38.9K - $45.1K
|
3.45K
$233K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-676- 3.95% |
$39.8K - $46.1K
|
16.5K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-701- 6.81% |
$41.2K - $47.8K
|
9.59K
$649K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-729- 50.0% |
$42.9K - $49.7K
|
729
$49.3K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-744- 0.83% |
$43.8K - $50.7K
|
89.2K
$6.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-753- 4.43% |
$44.3K - $51.4K
|
16.2K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-760- 0.67% |
$44.7K - $51.8K
|
113K
$7.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-768- 2.15% |
$45.2K - $52.4K
|
35K
$2.37M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-830- 70.16% |
$48.8K - $56.6K
|
353
$23.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-831- 6.44% |
$48.9K - $56.7K
|
12.1K
$817K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-849- 10.68% |
$49.9K - $57.9K
|
7.1K
$480K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-853- 28.62% |
$50.2K - $58.2K
|
2.13K
$144K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-857- 2.14% |
$50.4K - $58.4K
|
39.3K
$2.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-886- 4.37% |
$52.1K - $60.4K
|
19.4K
$1.31M
|