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 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-31.2K- 39.83% |
$1.83M - $2.13M
|
47.1K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-32.6K- 9.31% |
$1.92M - $2.23M
|
318K
$19.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-33.7K- 6.07% |
$1.98M - $2.3M
|
522K
$32.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-39K- 4.36% |
$2.29M - $2.66M
|
854K
$53M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-39K- 84.7% |
$2.3M - $2.66M
|
7.05K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-42.3K- 5.53% |
$2.49M - $2.89M
|
723K
$44.9M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-49.1K- 35.74% |
$2.89M - $3.35M
|
88.2K
$5.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-52.5K- 27.56% |
$3.09M - $3.58M
|
138K
$8.56M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59.8K- 8.04% |
$3.52M - $4.08M
|
685K
$42.5M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-61.1K- 30.91% |
$3.6M - $4.17M
|
137K
$8.48M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-62.7K- 93.62% |
$3.69M - $4.27M
|
4.27K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-65.2K- 34.34% |
$3.83M - $4.45M
|
125K
$7.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-75.7K- 16.28% |
$4.45M - $5.17M
|
389K
$24.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-78.3K- 54.12% |
$4.61M - $5.34M
|
66.4K
$4.12M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-84.9K- 99.59% |
$5M - $5.79M
|
351
$21.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-151K- 94.61% |
$8.89M - $10.3M
|
8.62K
$535K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-160K- 59.71% |
$9.43M - $10.9M
|
108K
$6.72M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-328K- 42.2% |
$19.3M - $22.4M
|
449K
$27.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-693K- 10.59% |
$40.7M - $47.2M
|
5.85M
$363M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-714K- 97.34% |
$42M - $48.7M
|
19.5K
$1.21M
|