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 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.11KClosed |
$65.5K - $76K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 21.17% |
$65.6K - $76K
|
4.15K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.13K- 2.31% |
$66.2K - $76.7K
|
47.7K
$2.96M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.19K- 50.0% |
$70.1K - $81.3K
|
1.19K
$74K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.33K- 2.1% |
$78.5K - $91K
|
62.1K
$3.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-1.35K- 2.09% |
$79.5K - $92.2K
|
63.2K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.37K- 79.56% |
$80.6K - $93.4K
|
352
$21.9K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.39K- 4.86% |
$81.6K - $94.7K
|
27.2K
$1.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-1.45K- 10.31% |
$85.1K - $98.7K
|
12.6K
$781K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.49K- 22.19% |
$87.6K - $102K
|
5.22K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.5K- 2.24% |
$88.3K - $102K
|
65.5K
$4.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.51K- 2.95% |
$88.7K - $103K
|
49.6K
$3.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.54K- 14.9% |
$90.3K - $105K
|
8.76K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.57K- 13.81% |
$92.3K - $107K
|
9.79K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.57K- 3.14% |
$92.5K - $107K
|
48.5K
$3.01M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.63K- 1.33% |
$95.9K - $111K
|
121K
$7.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.68K- 3.55% |
$98.6K - $114K
|
45.6K
$2.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.71K- 2.48% |
$101K - $117K
|
67.2K
$4.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.72K- 6.13% |
$101K - $117K
|
26.3K
$1.63M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.85K- 39.28% |
$109K - $126K
|
2.85K
$177K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.87K- 1.5% |
$110K - $127K
|
123K
$7.62M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.91K- 17.21% |
$112K - $130K
|
9.19K
$570K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.03K- 7.7% |
$119K - $139K
|
24.3K
$1.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.09K- 4.21% |
$123K - $143K
|
47.6K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 4.36% |
$125K - $145K
|
46.5K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.15K- 40.69% |
$127K - $147K
|
3.14K
$195K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.3K- 1.54% |
$135K - $157K
|
147K
$9.11M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.3K- 52.27% |
$135K - $157K
|
2.1K
$130K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.35K- 20.29% |
$138K - $160K
|
9.21K
$572K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.38K- 0.28% |
$140K - $162K
|
848K
$52.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.47K- 2.62% |
$145K - $168K
|
91.8K
$5.7M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.5K- 7.27% |
$147K - $171K
|
31.9K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-2.53K- 18.29% |
$149K - $172K
|
11.3K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-2.73K- 0.49% |
$161K - $186K
|
554K
$34.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.77K- 9.64% |
$163K - $189K
|
26K
$1.61M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.9K- 20.36% |
$170K - $198K
|
11.3K
$704K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-2.91K- 0.79% |
$171K - $198K
|
363K
$22.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.98K- 11.96% |
$175K - $203K
|
22K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.99K- 15.74% |
$176K - $204K
|
16K
$993K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-3.12K- 7.06% |
$183K - $213K
|
41.1K
$2.55M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.2K- 1.39% |
$188K - $218K
|
226K
$14.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-3.41K- 0.59% |
$201K - $233K
|
575K
$35.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.54K- 11.07% |
$208K - $241K
|
28.4K
$1.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.57K- 0.74% |
$210K - $243K
|
475K
$29.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-3.6K- 11.39% |
$212K - $245K
|
28K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.68K- 5.95% |
$217K - $251K
|
58.2K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.91K- 1.29% |
$230K - $266K
|
298K
$18.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.92K- 13.82% |
$231K - $268K
|
24.5K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.94K- 8.09% |
$232K - $269K
|
44.7K
$2.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-4.03K- 0.87% |
$237K - $275K
|
459K
$28.5M
|