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
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.12K- 28.1% |
$243K - $281K
|
10.6K
$655K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.26K- 6.56% |
$250K - $290K
|
60.7K
$3.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.31K- 12.19% |
$254K - $294K
|
31.1K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-4.56K- 41.37% |
$268K - $311K
|
6.46K
$401K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-4.71KClosed |
$277K - $321K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-4.77K- 7.18% |
$281K - $325K
|
61.7K
$3.83M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.78K- 13.43% |
$281K - $326K
|
30.8K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
SELL
|
- |
-5K- 5.24% |
$294K - $341K
|
90.5K
$5.62M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.04K- 52.7% |
$296K - $343K
|
4.52K
$281K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5.3K- 12.19% |
$312K - $362K
|
38.2K
$2.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-5.39K- 7.97% |
$317K - $367K
|
62.2K
$3.86M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.66K- 5.88% |
$333K - $386K
|
90.6K
$5.62M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-5.87K- 15.47% |
$345K - $400K
|
32K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.04K- 2.99% |
$355K - $412K
|
196K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.51K- 23.96% |
$383K - $444K
|
20.6K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-6.8K- 12.91% |
$400K - $464K
|
45.9K
$2.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-6.91K- 9.5% |
$406K - $471K
|
65.8K
$4.09M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-6.97K- 5.47% |
$410K - $475K
|
121K
$7.48M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-7.49K- 17.57% |
$440K - $511K
|
35.1K
$2.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-7.93K- 97.5% |
$466K - $541K
|
203
$12.6K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-8.02K- 4.67% |
$472K - $547K
|
164K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-8.26K- 2.69% |
$486K - $563K
|
299K
$18.6M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.61K- 6.49% |
$506K - $587K
|
124K
$7.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-8.98K- 10.74% |
$528K - $612K
|
74.6K
$4.63M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-9.28K- 4.9% |
$546K - $633K
|
180K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-9.96K- 2.49% |
$585K - $679K
|
390K
$24.2M
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-10.7K- 21.17% |
$629K - $729K
|
39.8K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.3K- 18.58% |
$666K - $772K
|
49.6K
$3.08M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.3K- 5.88% |
$781K - $905K
|
213K
$13.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-13.3K- 11.57% |
$783K - $908K
|
102K
$6.32M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-13.8K- 1.0% |
$809K - $938K
|
1.35M
$84.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.9K- 5.27% |
$816K - $947K
|
249K
$15.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-14.3K- 18.65% |
$844K - $978K
|
62.6K
$3.88M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-14.6K- 25.32% |
$861K - $999K
|
43.2K
$2.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-15K- 6.02% |
$880K - $1.02M
|
234K
$14.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-15.1K- 10.97% |
$889K - $1.03M
|
123K
$7.61M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16.6K- 14.17% |
$978K - $1.13M
|
101K
$6.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-16.8K- 40.29% |
$987K - $1.14M
|
24.9K
$1.54M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-17K- 10.65% |
$998K - $1.16M
|
142K
$8.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-17.6K- 4.2% |
$1.04M - $1.2M
|
403K
$25M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-19.1K- 3.25% |
$1.13M - $1.3M
|
570K
$35.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-19.3K- 15.26% |
$1.14M - $1.32M
|
107K
$6.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-20.7K- 4.29% |
$1.22M - $1.41M
|
462K
$28.7M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-20.9K- 1.47% |
$1.23M - $1.42M
|
1.4M
$86.9M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-21.6K- 8.01% |
$1.27M - $1.48M
|
249K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-22.3K- 11.3% |
$1.31M - $1.52M
|
175K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-27.4K- 16.48% |
$1.61M - $1.87M
|
139K
$8.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-28.2K- 39.48% |
$1.66M - $1.92M
|
43.2K
$2.68M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-29.3K- 6.57% |
$1.72M - $2M
|
416K
$25.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.9K- 2.99% |
$1.76M - $2.04M
|
972K
$60.3M
|