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
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.6KNew |
$743K - $862K
|
12.6K
$785K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
12.6K+ 3.33% |
$740K - $858K
|
391K
$24.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
12.5K+ 11.91% |
$735K - $852K
|
117K
$7.29M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
12.3K+ 9.05% |
$724K - $840K
|
148K
$9.21M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
12.2KNew |
$716K - $830K
|
12.2K
$756K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
12.1K+ 13.86% |
$714K - $828K
|
99.7K
$6.19M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
12.1K+ 6.57% |
$711K - $825K
|
196K
$12.2M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12K+ 30.71% |
$706K - $819K
|
51.1K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
11.7K+ 300.1% |
$689K - $799K
|
15.6K
$970K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
11.7K+ 4.6% |
$689K - $799K
|
266K
$16.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
11.3K+ 1.06% |
$664K - $770K
|
1.08M
$66.8M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11.2KNew |
$656K - $761K
|
11.2K
$693K
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
11.1KNew |
$652K - $757K
|
11.1K
$689K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.8KNew |
$637K - $738K
|
10.8K
$672K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
10.6K+ 4.27% |
$623K - $722K
|
258K
$16M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
10.3K+ 7.57% |
$607K - $704K
|
147K
$9.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.3K+ 167.62% |
$603K - $700K
|
16.4K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.2K+ 2107.85% |
$600K - $696K
|
10.7K
$663K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.1KNew |
$595K - $691K
|
10.1K
$629K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
10.1K+ 62.04% |
$593K - $688K
|
26.3K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.84K+ 15.57% |
$578K - $671K
|
73K
$4.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
9.82K+ 8.28% |
$578K - $670K
|
128K
$7.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.7KNew |
$570K - $661K
|
9.7K
$602K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.55K+ 172.89% |
$562K - $651K
|
15.1K
$936K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
9.5K+ 21.89% |
$559K - $648K
|
52.9K
$3.28M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.41KNew |
$554K - $642K
|
9.41K
$584K
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
9.37K+ 5.88% |
$551K - $639K
|
169K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
9.34K+ 6.17% |
$549K - $637K
|
161K
$9.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
9.21K+ 3.26% |
$542K - $628K
|
292K
$18.1M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.14K+ 12.76% |
$537K - $623K
|
80.8K
$5.02M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
9K+ 8.55% |
$529K - $614K
|
114K
$7.09M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
8.88K+ 3.96% |
$522K - $606K
|
233K
$14.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
8.57K+ 5.45% |
$504K - $584K
|
166K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
8.44KNew |
$496K - $575K
|
8.44K
$524K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8.4K+ 3.35% |
$494K - $573K
|
259K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.3K+ 30.3% |
$488K - $566K
|
35.7K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
8.18K+ 4.73% |
$481K - $558K
|
181K
$11.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
8.14K+ 2.08% |
$479K - $555K
|
400K
$24.8M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8K+ 47.06% |
$470K - $546K
|
25K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
7.95K+ 100.0% |
$468K - $542K
|
15.9K
$988K
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
7.94K+ 5.2% |
$467K - $542K
|
161K
$9.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
7.7K+ 61.5% |
$453K - $525K
|
20.2K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.6K+ 30.12% |
$447K - $518K
|
32.8K
$2.04M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7.59K+ 31.59% |
$446K - $518K
|
31.6K
$1.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.35KNew |
$432K - $501K
|
7.35K
$456K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
7.25K+ 4.94% |
$426K - $494K
|
154K
$9.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
7.12K+ 20.49% |
$419K - $486K
|
41.9K
$2.6M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
7.04KNew |
$414K - $480K
|
7.04K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6.99K+ 18.93% |
$411K - $476K
|
43.9K
$2.72M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
6.83K+ 6.98% |
$402K - $466K
|
105K
$6.5M
|