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 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
640+ 5.74% |
$37.6K - $43.6K
|
11.8K
$732K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
610+ 6.76% |
$35.9K - $41.6K
|
9.64K
$598K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
574+ 1.39% |
$33.8K - $39.1K
|
41.7K
$2.59M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
544+ 42.5% |
$32K - $37.1K
|
1.82K
$113K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
541+ 13.94% |
$31.8K - $36.9K
|
4.42K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
517+ 2.07% |
$30.4K - $35.3K
|
25.5K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
513+ 9.31% |
$30.2K - $35K
|
6.02K
$374K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
505New |
$29.7K - $34.4K
|
505
$31.4K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
488+ 1.4% |
$28.7K - $33.3K
|
35.2K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
453+ 1.58% |
$26.6K - $30.9K
|
29.2K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
441+ 4.56% |
$25.9K - $30.1K
|
10.1K
$628K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
421+ 2.47% |
$24.8K - $28.7K
|
17.4K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
419+ 12.79% |
$24.6K - $28.6K
|
3.7K
$229K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
400+ 7.59% |
$23.5K - $27.3K
|
5.67K
$352K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
392+ 3.79% |
$23.1K - $26.7K
|
10.7K
$666K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
391+ 1.24% |
$23K - $26.7K
|
31.9K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
391+ 12.02% |
$23K - $26.7K
|
3.64K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
389+ 1.75% |
$22.9K - $26.5K
|
22.6K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
380+ 5.98% |
$22.3K - $25.9K
|
6.73K
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
375+ 2.05% |
$22.1K - $25.6K
|
18.6K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
349+ 7.09% |
$20.5K - $23.8K
|
5.27K
$327K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
343New |
$20.2K - $23.4K
|
343
$21.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
339+ 0.95% |
$19.9K - $23.1K
|
36.1K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
334+ 1.59% |
$19.6K - $22.8K
|
21.4K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
321+ 7.33% |
$18.9K - $21.9K
|
4.7K
$292K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
320New |
$18.8K - $21.8K
|
320
$19.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
314+ 5.64% |
$18.5K - $21.4K
|
5.88K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
304+ 1.04% |
$17.9K - $20.7K
|
29.5K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
283+ 0.99% |
$16.6K - $19.3K
|
29K
$1.8M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
275+ 4.25% |
$16.2K - $18.8K
|
6.75K
$419K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
272New |
$16K - $18.6K
|
272
$16.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
262+ 4.2% |
$15.4K - $17.9K
|
6.51K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
259+ 2.05% |
$15.2K - $17.7K
|
12.9K
$802K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
252+ 0.6% |
$14.8K - $17.2K
|
42.2K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
251New |
$14.8K - $17.1K
|
251
$15.6K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
251New |
$14.8K - $17.1K
|
251
$15.6K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
246+ 0.17% |
$14.5K - $16.8K
|
147K
$9.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
242+ 5.7% |
$14.2K - $16.5K
|
4.49K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
233+ 29.57% |
$13.7K - $15.9K
|
1.02K
$63.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
226+ 1.33% |
$13.3K - $15.4K
|
17.2K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
198+ 2.56% |
$11.6K - $13.5K
|
7.93K
$492K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
177+ 0.16% |
$10.4K - $12.1K
|
109K
$6.78M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
161+ 4.33% |
$9.47K - $11K
|
3.88K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
161New |
$9.47K - $11K
|
161
$9.99K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
151+ 3.27% |
$8.88K - $10.3K
|
4.77K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
146+ 1.57% |
$8.59K - $9.96K
|
9.47K
$588K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
134+ 8.06% |
$7.88K - $9.14K
|
1.8K
$111K
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
129+ 0.37% |
$7.59K - $8.8K
|
35.4K
$2.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
120+ 1.14% |
$7.06K - $8.18K
|
10.6K
$661K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
114+ 0.56% |
$6.7K - $7.77K
|
20.4K
$1.26M
|