Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
964KNew |
$50.4M - $61.4M
|
964K
$63.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
601K+ 3085.01% |
$31.4M - $38.3M
|
620K
$40.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
321KNew |
$16.8M - $20.4M
|
321K
$21.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
256K+ 176.36% |
$13.4M - $16.3M
|
400K
$26.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
130K+ 4.89% |
$6.8M - $8.28M
|
2.79M
$184M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
123K+ 1041.82% |
$6.42M - $7.82M
|
134K
$8.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
102K+ 18.45% |
$5.35M - $6.52M
|
657K
$43.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
93.6K+ 63.82% |
$4.9M - $5.97M
|
240K
$15.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
90.7KNew |
$4.74M - $5.78M
|
90.7K
$5.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
77.1K+ 18.77% |
$4.03M - $4.91M
|
488K
$32.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
72.7KNew |
$3.8M - $4.63M
|
72.7K
$4.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
67.8K+ 699.14% |
$3.55M - $4.32M
|
77.5K
$5.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
65.3K+ 7.35% |
$3.42M - $4.16M
|
954K
$63M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
59.5K+ 155.63% |
$3.11M - $3.79M
|
97.7K
$6.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
49.4K+ 18.89% |
$2.58M - $3.15M
|
311K
$20.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
43K+ 12.13% |
$2.25M - $2.74M
|
398K
$26.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
39.3K+ 90.75% |
$2.06M - $2.51M
|
82.6K
$5.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
36.6K+ 4.32% |
$1.92M - $2.33M
|
885K
$58.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
35.5K+ 16.47% |
$1.85M - $2.26M
|
251K
$16.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
35.4KNew |
$1.85M - $2.26M
|
35.4K
$2.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
31.6KNew |
$1.65M - $2.01M
|
31.6K
$2.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
31K+ 10.2% |
$1.62M - $1.98M
|
335K
$22.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
30.6K+ 28.93% |
$1.6M - $1.95M
|
136K
$8.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
30K+ 210.26% |
$1.57M - $1.91M
|
44.2K
$2.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
29.3K+ 22.85% |
$1.53M - $1.87M
|
158K
$10.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
27K+ 173.13% |
$1.41M - $1.72M
|
42.6K
$2.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
26K+ 3.7% |
$1.36M - $1.66M
|
730K
$48.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
25.9K+ 3.03% |
$1.35M - $1.65M
|
880K
$58.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
25.1KNew |
$1.32M - $1.6M
|
25.1K
$1.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
25.1K+ 129.06% |
$1.31M - $1.6M
|
44.5K
$2.94M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25K+ 2.16% |
$1.31M - $1.59M
|
1.18M
$78.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
22.8K+ 25.28% |
$1.19M - $1.45M
|
113K
$7.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
18.5K+ 11.3% |
$968K - $1.18M
|
182K
$12M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
18.3K+ 6.11% |
$956K - $1.16M
|
318K
$21M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.2K+ 4.68% |
$953K - $1.16M
|
408K
$26.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
18K+ 62.66% |
$939K - $1.14M
|
46.6K
$3.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
17.3K+ 3.75% |
$906K - $1.1M
|
479K
$31.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
16.7K+ 14.3% |
$871K - $1.06M
|
133K
$8.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.2K+ 2.75% |
$794K - $967K
|
568K
$37.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15K+ 91.78% |
$786K - $958K
|
31.4K
$2.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
14.5K+ 19.23% |
$757K - $922K
|
89.7K
$5.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.3K+ 10.95% |
$749K - $913K
|
145K
$9.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
13.3K+ 21.85% |
$693K - $845K
|
73.9K
$4.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
13K+ 139.32% |
$680K - $828K
|
22.3K
$1.47M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
13K+ 6.63% |
$679K - $828K
|
209K
$13.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
12.8K+ 2.87% |
$669K - $815K
|
459K
$30.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.6K+ 104.46% |
$553K - $674K
|
20.7K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
10.1K+ 3.76% |
$529K - $645K
|
279K
$18.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
8.79K+ 10.98% |
$460K - $560K
|
88.8K
$5.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.67KNew |
$454K - $552K
|
8.67K
$572K
|