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
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.78KNew |
$399K - $462K
|
6.78K
$421K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.66K+ 130.26% |
$392K - $454K
|
11.8K
$731K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
6.58K+ 2.32% |
$387K - $448K
|
289K
$18M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6.35K+ 102.06% |
$373K - $433K
|
12.6K
$780K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
6.35K+ 48.46% |
$373K - $433K
|
19.4K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.34KNew |
$373K - $432K
|
6.34K
$394K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.28K+ 111.91% |
$369K - $428K
|
11.9K
$738K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
6.2K+ 1.81% |
$364K - $423K
|
349K
$21.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
6.04K+ 8.17% |
$355K - $412K
|
80K
$4.97M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.95K+ 2.25% |
$350K - $406K
|
270K
$16.8M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.91K+ 262.37% |
$347K - $403K
|
8.16K
$506K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.79K+ 31.15% |
$341K - $395K
|
24.4K
$1.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.64K+ 1.63% |
$332K - $385K
|
351K
$21.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
5.55KNew |
$326K - $378K
|
5.55K
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
5.5KNew |
$323K - $375K
|
5.5K
$341K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
5.4K+ 1.52% |
$317K - $368K
|
361K
$22.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.38K+ 7.7% |
$316K - $367K
|
75.3K
$4.67M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
5.38K+ 9.46% |
$316K - $367K
|
62.3K
$3.87M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.35K+ 80.19% |
$315K - $365K
|
12K
$747K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.34KNew |
$314K - $364K
|
5.34K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
5.26K+ 3.82% |
$309K - $359K
|
143K
$8.87M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5.26K+ 3.06% |
$309K - $359K
|
177K
$11M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
5.2KNew |
$306K - $355K
|
5.2K
$323K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
5.06K+ 14.91% |
$298K - $345K
|
39K
$2.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.06K+ 122.16% |
$297K - $345K
|
9.2K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.99K+ 83.69% |
$294K - $340K
|
11K
$680K
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
4.87K+ 9.36% |
$286K - $332K
|
56.9K
$3.53M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.8K+ 3.36% |
$283K - $328K
|
148K
$9.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.73K+ 4.33% |
$278K - $323K
|
114K
$7.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.71K+ 46.27% |
$277K - $321K
|
14.9K
$925K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.67KNew |
$275K - $319K
|
4.67K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.67K+ 5.99% |
$274K - $318K
|
82.6K
$5.13M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.62K+ 19.7% |
$272K - $315K
|
28.1K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.61K+ 58.16% |
$271K - $314K
|
12.5K
$778K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.59K+ 23.32% |
$270K - $313K
|
24.3K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.57K+ 9.33% |
$269K - $312K
|
53.6K
$3.33M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.57K+ 3.95% |
$269K - $312K
|
120K
$7.46M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4.53K+ 123.3% |
$266K - $309K
|
8.2K
$509K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.51K+ 93.67% |
$265K - $308K
|
9.33K
$579K
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
4.47K+ 11.86% |
$263K - $305K
|
42.1K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.32K+ 2.29% |
$254K - $295K
|
193K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4.21KNew |
$248K - $287K
|
4.21K
$261K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.2K+ 4.65% |
$247K - $287K
|
94.6K
$5.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
4.2K+ 1.44% |
$247K - $286K
|
296K
$18.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.15K+ 4.84% |
$244K - $283K
|
89.9K
$5.58M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.06K+ 4.27% |
$239K - $277K
|
99.1K
$6.15M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.98K+ 79.64% |
$234K - $272K
|
8.98K
$558K
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
3.89K+ 2.73% |
$229K - $265K
|
146K
$9.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
3.84KNew |
$226K - $262K
|
3.84K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.8K+ 2.92% |
$223K - $259K
|
134K
$8.33M
|