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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.79K+ 23.91% |
$223K - $258K
|
19.6K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
3.74K+ 71.51% |
$220K - $255K
|
8.97K
$557K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3.71KNew |
$218K - $253K
|
3.71K
$230K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.65K+ 1.46% |
$215K - $249K
|
254K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.64KNew |
$214K - $248K
|
3.64K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.63K+ 16.54% |
$213K - $247K
|
25.5K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.61K+ 1.89% |
$212K - $246K
|
194K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.58KNew |
$211K - $244K
|
3.58K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
3.58K+ 2.73% |
$211K - $244K
|
135K
$8.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.56KNew |
$209K - $243K
|
3.56K
$221K
|
|
|
May 07, 2025
Q1 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
3.55K+ 13.43% |
$209K - $242K
|
30K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
3.55KNew |
$209K - $242K
|
3.55K
$221K
|
|
|
May 06, 2025
Q1 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.52KNew |
$207K - $240K
|
3.52K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.51K+ 2.1% |
$206K - $239K
|
171K
$10.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.37KNew |
$198K - $230K
|
3.37K
$209K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.36K+ 7.24% |
$198K - $229K
|
49.8K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.31K+ 59.21% |
$195K - $226K
|
8.9K
$553K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
3.3K+ 3.15% |
$194K - $225K
|
108K
$6.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3.17K+ 3.09% |
$186K - $216K
|
106K
$6.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.11K+ 14.36% |
$183K - $212K
|
24.8K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.1K+ 23.51% |
$182K - $211K
|
16.3K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.08K+ 1.44% |
$181K - $210K
|
217K
$13.5M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.05K+ 5.92% |
$179K - $208K
|
54.6K
$3.39M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.99K+ 14.48% |
$176K - $204K
|
23.6K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.97K+ 31.11% |
$175K - $203K
|
12.5K
$778K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.97K+ 0.53% |
$174K - $202K
|
566K
$35.1M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.92K+ 2.55% |
$171K - $199K
|
117K
$7.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.87K+ 55.72% |
$169K - $196K
|
8.01K
$497K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.85K+ 4.84% |
$168K - $194K
|
61.8K
$3.83M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.84K+ 2.45% |
$167K - $194K
|
119K
$7.36M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
2.83K+ 5.98% |
$166K - $193K
|
50.1K
$3.11M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.82K+ 1.23% |
$166K - $192K
|
231K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.79K+ 6.07% |
$164K - $190K
|
48.7K
$3.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.72K+ 36.83% |
$160K - $185K
|
10.1K
$626K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.56K+ 3.19% |
$150K - $174K
|
82.8K
$5.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
2.52K+ 2.24% |
$148K - $172K
|
115K
$7.15M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.43KNew |
$143K - $166K
|
2.43K
$151K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.43K+ 9.27% |
$143K - $166K
|
28.7K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.41KNew |
$141K - $164K
|
2.41K
$149K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.39K+ 12.2% |
$141K - $163K
|
22K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.39K+ 4.2% |
$140K - $163K
|
59.2K
$3.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
2.32K+ 3.41% |
$136K - $158K
|
70.3K
$4.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.23K+ 39.57% |
$131K - $152K
|
7.88K
$489K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.22K+ 3.58% |
$130K - $151K
|
64.2K
$3.98M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.19K+ 1.75% |
$129K - $149K
|
127K
$7.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.19KNew |
$129K - $149K
|
2.19K
$136K
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.18K+ 2.32% |
$128K - $149K
|
96.4K
$5.98M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.18K+ 2.53% |
$128K - $149K
|
88.4K
$5.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.15KNew |
$127K - $147K
|
2.15K
$134K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.1K+ 5.05% |
$124K - $143K
|
43.8K
$2.72M
|