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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
101+ 0.09% |
$5.94K - $6.89K
|
114K
$7.06M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
99+ 1.83% |
$5.82K - $6.75K
|
5.51K
$342K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
97+ 0.13% |
$5.7K - $6.62K
|
75.9K
$4.71M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
97+ 4.99% |
$5.7K - $6.62K
|
2.04K
$127K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
97+ 0.56% |
$5.7K - $6.62K
|
17.4K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
89+ 1.19% |
$5.23K - $6.07K
|
7.58K
$470K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
83+ 0.61% |
$4.88K - $5.66K
|
13.7K
$849K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
82+ 2.08% |
$4.82K - $5.59K
|
4.03K
$250K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
81+ 0.11% |
$4.76K - $5.52K
|
76.5K
$4.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
78New |
$4.59K - $5.32K
|
78
$4.84K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
74+ 0.26% |
$4.35K - $5.05K
|
28K
$1.74M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
74+ 0.39% |
$4.35K - $5.05K
|
19.3K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
66New |
$3.88K - $4.5K
|
66
$4.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
63+ 1.49% |
$3.71K - $4.3K
|
4.29K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
54+ 0.12% |
$3.18K - $3.68K
|
44.3K
$2.75M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
53+ 0.96% |
$3.12K - $3.61K
|
5.56K
$345K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
48+ 0.03% |
$2.82K - $3.27K
|
172K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
35+ 0.73% |
$2.06K - $2.39K
|
4.8K
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
35+ 0.18% |
$2.06K - $2.39K
|
19K
$1.18M
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
33+ 0.06% |
$1.94K - $2.25K
|
59K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
32+ 0.17% |
$1.88K - $2.18K
|
18.4K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
32+ 0.84% |
$1.88K - $2.18K
|
3.85K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
30+ 0.22% |
$1.76K - $2.05K
|
14K
$868K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
27+ 0.14% |
$1.59K - $1.84K
|
19.3K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
23+ 0.21% |
$1.35K - $1.57K
|
10.7K
$666K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22+ 1.63% |
$1.29K - $1.5K
|
1.38K
$85.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
19+ 0.22% |
$1.12K - $1.3K
|
8.76K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18New |
$1.06K - $1.23K
|
18
$1.12K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
17+ 0.18% |
$1K - $1.16K
|
9.71K
$603K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
16+ 0.14% |
$941 - $1.09K
|
11.1K
$689K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
15+ 0.22% |
$882 - $1.02K
|
6.8K
$422K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
13+ 0.02% |
$765 - $887
|
54.1K
$3.36M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
11+ 0.43% |
$647 - $750
|
2.56K
$159K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9+ 0.1% |
$529 - $614
|
9.28K
$576K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
8+ 0.04% |
$470 - $546
|
22.8K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
8+ 0.1% |
$470 - $546
|
8.06K
$500K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
7+ 0.2% |
$412 - $477
|
3.53K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7+ 0.23% |
$412 - $477
|
3.01K
$187K
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
6+ 0.12% |
$353 - $409
|
5.02K
$312K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
6+ 0.15% |
$353 - $409
|
3.98K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6+ 0.12% |
$353 - $409
|
4.96K
$308K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
6+ 0.05% |
$353 - $409
|
12.8K
$792K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5+ 0.04% |
$294 - $341
|
12.1K
$749K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5+ 0.01% |
$294 - $341
|
58.2K
$3.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.05% |
$235 - $273
|
8.5K
$527K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
4+ 0.23% |
$235 - $273
|
1.75K
$109K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.11% |
$235 - $273
|
3.55K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
4+ 0.06% |
$235 - $273
|
6.64K
$412K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
3+ 0.08% |
$176 - $205
|
3.68K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3+ 0.08% |
$176 - $205
|
3.71K
$230K
|