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 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.1K+ 3.92% |
$123K - $143K
|
55.7K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.09K+ 12.51% |
$123K - $143K
|
18.8K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.09K+ 4.48% |
$123K - $143K
|
48.7K
$3.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
2.09K+ 19.02% |
$123K - $142K
|
13K
$810K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.07K+ 24.69% |
$121K - $141K
|
10.4K
$647K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.03K+ 5.98% |
$119K - $138K
|
35.9K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.02K+ 1.61% |
$119K - $138K
|
127K
$7.9M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.97K+ 4.64% |
$116K - $134K
|
44.4K
$2.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.93K+ 2.15% |
$114K - $132K
|
92K
$5.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.93K+ 13.68% |
$113K - $131K
|
16K
$994K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.88K+ 44.63% |
$111K - $128K
|
6.1K
$378K
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.88K+ 0.88% |
$111K - $128K
|
216K
$13.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.85K+ 11.03% |
$109K - $126K
|
18.6K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.81K+ 4.3% |
$107K - $124K
|
44K
$2.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
1.8K+ 0.64% |
$106K - $123K
|
282K
$17.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
1.74K+ 0.56% |
$102K - $119K
|
312K
$19.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.73K+ 3.12% |
$102K - $118K
|
57.3K
$3.56M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.69KNew |
$99.5K - $115K
|
1.69K
$105K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.56K+ 7.22% |
$91.6K - $106K
|
23.1K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.56K+ 1.35% |
$91.4K - $106K
|
116K
$7.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.46KNew |
$85.7K - $99.4K
|
1.46K
$90.5K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.43K+ 6.97% |
$84.3K - $97.8K
|
22K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.43K+ 2.25% |
$83.9K - $97.3K
|
64.8K
$4.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.43K+ 21.52% |
$83.9K - $97.3K
|
8.05K
$500K
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.35K+ 0.82% |
$79.5K - $92.2K
|
167K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.34K+ 8.87% |
$79K - $91.6K
|
16.5K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.28K+ 3.82% |
$75.4K - $87.4K
|
34.9K
$2.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
1.2K+ 2.77% |
$70.8K - $82.1K
|
44.6K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.19K+ 5.76% |
$70.1K - $81.3K
|
21.9K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.15K+ 2.42% |
$67.7K - $78.5K
|
48.7K
$3.03M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
1.12K+ 0.91% |
$65.6K - $76.1K
|
124K
$7.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 16.51% |
$64.5K - $74.8K
|
7.74K
$480K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.01K+ 15.73% |
$59.6K - $69.2K
|
7.46K
$463K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1K+ 5.84% |
$58.9K - $68.3K
|
18.1K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
984+ 8.19% |
$57.9K - $67.1K
|
13K
$807K
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
978+ 1.23% |
$57.5K - $66.7K
|
80.7K
$5.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
963+ 2.94% |
$56.6K - $65.7K
|
33.7K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
926+ 1.85% |
$54.5K - $63.2K
|
51K
$3.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
913New |
$53.7K - $62.3K
|
913
$56.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
895+ 12.59% |
$52.6K - $61K
|
8.01K
$497K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
891+ 40.82% |
$52.4K - $60.8K
|
3.07K
$191K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
844+ 4.48% |
$49.6K - $57.6K
|
19.7K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
841+ 21.32% |
$49.5K - $57.4K
|
4.79K
$297K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
820+ 4.94% |
$48.2K - $55.9K
|
17.4K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
809+ 1.33% |
$47.6K - $55.2K
|
61.6K
$3.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
762New |
$44.8K - $52K
|
762
$47.3K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
740+ 6.08% |
$43.5K - $50.5K
|
12.9K
$801K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
731+ 1.73% |
$43K - $49.9K
|
43.1K
$2.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
674+ 3.22% |
$39.6K - $46K
|
21.6K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
667+ 4.69% |
$39.2K - $45.5K
|
14.9K
$925K
|