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
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
30K+ 9.45% |
$1.77M - $2.05M
|
348K
$21.6M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
29.9K+ 4.44% |
$1.76M - $2.04M
|
703K
$43.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
29.4KNew |
$1.73M - $2M
|
29.4K
$1.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
28.5K+ 13.57% |
$1.67M - $1.94M
|
238K
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
27.9K+ 226.31% |
$1.64M - $1.9M
|
40.2K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.6K+ 33.0% |
$1.62M - $1.88M
|
111K
$6.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
27.6K+ 2.91% |
$1.62M - $1.88M
|
978K
$60.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
27.4K+ 26.46% |
$1.61M - $1.87M
|
131K
$8.12M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.7K+ 29.42% |
$1.57M - $1.82M
|
117K
$7.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.4K+ 5.88% |
$1.55M - $1.8M
|
476K
$29.5M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26.2K+ 5.36% |
$1.54M - $1.79M
|
516K
$32M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25.4KNew |
$1.49M - $1.73M
|
25.4K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.3K+ 12.88% |
$1.49M - $1.72M
|
221K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25K+ 562.96% |
$1.47M - $1.7M
|
29.4K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.4K+ 189.22% |
$1.44M - $1.67M
|
37.4K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23.7K+ 8.61% |
$1.4M - $1.62M
|
300K
$18.6M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
22.4K+ 104.62% |
$1.32M - $1.53M
|
43.8K
$2.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22.4K+ 2.58% |
$1.31M - $1.52M
|
889K
$55.2M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
22.2K+ 13.51% |
$1.31M - $1.52M
|
187K
$11.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21.3KNew |
$1.25M - $1.45M
|
21.3K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
19.6KNew |
$1.15M - $1.34M
|
19.6K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
19.4K+ 36.39% |
$1.14M - $1.33M
|
72.9K
$4.53M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
19.4K+ 6.91% |
$1.14M - $1.33M
|
301K
$18.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
18.9K+ 17.28% |
$1.11M - $1.29M
|
128K
$7.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
18.7K+ 109.29% |
$1.1M - $1.28M
|
35.8K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
18.3K+ 20.05% |
$1.08M - $1.25M
|
110K
$6.8M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
18.2K+ 6.1% |
$1.07M - $1.24M
|
316K
$19.6M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
17.8K+ 15.76% |
$1.05M - $1.21M
|
131K
$8.12M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
17.7KNew |
$1.04M - $1.21M
|
17.7K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
17.6K+ 6.14% |
$1.04M - $1.2M
|
304K
$18.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
17K+ 74.65% |
$1M - $1.16M
|
39.9K
$2.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
17K+ 13.25% |
$997K - $1.16M
|
145K
$9M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
16.8K+ 10.11% |
$989K - $1.15M
|
183K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.7K+ 10.01% |
$981K - $1.14M
|
183K
$11.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
16.5K+ 3.85% |
$973K - $1.13M
|
446K
$27.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
16.2K+ 3.55% |
$951K - $1.1M
|
472K
$29.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
16.1KNew |
$944K - $1.09M
|
16.1K
$996K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
16K+ 15.4% |
$943K - $1.09M
|
120K
$7.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
15.8K+ 5.4% |
$929K - $1.08M
|
308K
$19.1M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
15.6KNew |
$917K - $1.06M
|
15.6K
$968K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
14.6K+ 50.28% |
$861K - $998K
|
43.7K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.5K+ 6.28% |
$855K - $992K
|
246K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.5K+ 298.73% |
$855K - $992K
|
19.4K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
14.3KNew |
$838K - $972K
|
14.3K
$885K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14K+ 47.84% |
$823K - $954K
|
43.2K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
13.8K+ 62.33% |
$810K - $939K
|
35.9K
$2.23M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
13.4K+ 9.14% |
$790K - $916K
|
160K
$9.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
13.2K+ 5.17% |
$778K - $902K
|
269K
$16.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.2K+ 5.32% |
$776K - $900K
|
261K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13.1K+ 2.42% |
$769K - $891K
|
553K
$34.3M
|