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 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-180- 8.34% |
$10.6K - $12.3K
|
1.98K
$123K
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-200- 2.14% |
$11.8K - $13.6K
|
9.16K
$569K
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-209- 2.61% |
$12.3K - $14.3K
|
7.81K
$485K
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-235- 3.03% |
$13.8K - $16K
|
7.53K
$468K
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-247- 0.59% |
$14.5K - $16.8K
|
41.7K
$2.59M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-255- 4.55% |
$15K - $17.4K
|
5.34K
$332K
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-275- 5.01% |
$16.2K - $18.8K
|
5.21K
$323K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-279- 0.79% |
$16.4K - $19K
|
34.8K
$2.16M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-299- 3.13% |
$17.6K - $20.4K
|
9.27K
$575K
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-369- 2.12% |
$21.7K - $25.2K
|
17K
$1.06M
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-370- 5.21% |
$21.8K - $25.2K
|
6.74K
$418K
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-382- 1.59% |
$22.5K - $26.1K
|
23.6K
$1.46M
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-387- 6.2% |
$22.8K - $26.4K
|
5.86K
$364K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-393- 8.97% |
$23.1K - $26.8K
|
3.99K
$248K
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-424- 10.91% |
$24.9K - $28.9K
|
3.46K
$215K
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-435- 1.01% |
$25.6K - $29.7K
|
42.8K
$2.66M
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-437- 0.64% |
$25.7K - $29.8K
|
67.7K
$4.2M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-443- 3.05% |
$26.1K - $30.2K
|
14.1K
$875K
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-449- 2.04% |
$26.4K - $30.6K
|
21.6K
$1.34M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-458- 3.2% |
$26.9K - $31.2K
|
13.9K
$861K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-477- 9.62% |
$28.1K - $32.5K
|
4.48K
$278K
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-500- 0.43% |
$29.4K - $34.1K
|
115K
$7.14M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-512- 9.09% |
$30.1K - $34.9K
|
5.12K
$318K
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-520- 3.99% |
$30.6K - $35.5K
|
12.5K
$776K
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-541- 8.68% |
$31.8K - $36.9K
|
5.69K
$353K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-595- 2.61% |
$35K - $40.6K
|
22.2K
$1.38M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-599- 3.03% |
$35.2K - $40.9K
|
19.2K
$1.19M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-622- 10.15% |
$36.6K - $42.4K
|
5.51K
$342K
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-622- 11.04% |
$36.6K - $42.4K
|
5.01K
$311K
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-648- 3.5% |
$38.1K - $44.2K
|
17.9K
$1.11M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-661- 23.86% |
$38.9K - $45.1K
|
2.11K
$131K
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-662- 16.11% |
$38.9K - $45.1K
|
3.45K
$214K
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-676- 3.95% |
$39.8K - $46.1K
|
16.5K
$1.02M
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-701- 6.81% |
$41.2K - $47.8K
|
9.59K
$595K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-729- 50.0% |
$42.9K - $49.7K
|
729
$45.3K
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-744- 0.83% |
$43.8K - $50.7K
|
89.2K
$5.54M
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-753- 4.43% |
$44.3K - $51.4K
|
16.2K
$1.01M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-760- 0.67% |
$44.7K - $51.8K
|
113K
$7.01M
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-768- 2.15% |
$45.2K - $52.4K
|
35K
$2.17M
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-831- 6.44% |
$48.9K - $56.7K
|
12.1K
$750K
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-849- 10.68% |
$49.9K - $57.9K
|
7.1K
$441K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-853- 28.62% |
$50.2K - $58.2K
|
2.13K
$132K
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-857- 2.14% |
$50.4K - $58.4K
|
39.3K
$2.44M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-886- 4.37% |
$52.1K - $60.4K
|
19.4K
$1.2M
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-914- 17.52% |
$53.8K - $62.3K
|
4.3K
$267K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-922- 8.68% |
$54.2K - $62.9K
|
9.7K
$602K
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-925- 27.45% |
$54.4K - $63.1K
|
2.45K
$152K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-935- 4.28% |
$55K - $63.8K
|
20.9K
$1.3M
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-991- 1.63% |
$58.3K - $67.6K
|
59.7K
$3.71M
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.04K- 29.75% |
$61.2K - $70.9K
|
2.46K
$152K
|