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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.41M+ 20.26% |
$178M - $217M
|
20.2M
$1.37B
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
1.87MNew |
$98M - $119M
|
1.87M
$127M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
1.16MNew |
$60.7M - $73.9M
|
1.16M
$78.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
964KNew |
$50.4M - $61.4M
|
964K
$65.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
842K+ 15.66% |
$44M - $53.6M
|
6.22M
$420M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
788KNew |
$41.2M - $50.2M
|
788K
$53.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
601K+ 3085.01% |
$31.4M - $38.3M
|
620K
$41.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
321KNew |
$16.8M - $20.4M
|
321K
$21.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
305K+ 823.37% |
$15.9M - $19.4M
|
342K
$23.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
300K+ 115.71% |
$15.7M - $19.1M
|
559K
$37.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
256K+ 176.36% |
$13.4M - $16.3M
|
400K
$27.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
223KNew |
$11.7M - $14.2M
|
223K
$15.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
163KNew |
$8.51M - $10.4M
|
163K
$11M
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
157KNew |
$8.19M - $9.98M
|
157K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
153K+ 870.41% |
$8M - $9.75M
|
171K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
150KNew |
$7.87M - $9.58M
|
150K
$10.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
143K+ 327.63% |
$7.5M - $9.14M
|
187K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
132K+ 2631.12% |
$6.92M - $8.43M
|
137K
$9.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
130K+ 4.89% |
$6.8M - $8.28M
|
2.79M
$189M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
127K+ 28.36% |
$6.66M - $8.11M
|
576K
$39M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
127K+ 15.15% |
$6.64M - $8.09M
|
965K
$65.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
123K+ 1041.82% |
$6.42M - $7.82M
|
134K
$9.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
102K+ 18.45% |
$5.35M - $6.52M
|
657K
$44.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
100KNew |
$5.25M - $6.39M
|
100K
$6.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
100K+ 28558.97% |
$5.24M - $6.39M
|
101K
$6.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
97.3K+ 19.72% |
$5.09M - $6.2M
|
590K
$39.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
95.1K+ 13.16% |
$4.98M - $6.06M
|
818K
$55.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
93.6K+ 63.82% |
$4.9M - $5.97M
|
240K
$16.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
90.7KNew |
$4.74M - $5.78M
|
90.7K
$6.13M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
86.2K+ 681.82% |
$4.51M - $5.49M
|
98.8K
$6.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
78K+ 12.22% |
$4.08M - $4.97M
|
717K
$48.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
77.1K+ 18.77% |
$4.03M - $4.91M
|
488K
$33M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
74.2K+ 15.6% |
$3.88M - $4.73M
|
550K
$37.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
72.7KNew |
$3.8M - $4.63M
|
72.7K
$4.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
72.4K+ 108.95% |
$3.78M - $4.61M
|
139K
$9.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
69.2K+ 15.81% |
$3.62M - $4.41M
|
507K
$34.3M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
69.1K+ 6.01% |
$3.62M - $4.4M
|
1.22M
$82.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
67.8K+ 699.14% |
$3.55M - $4.32M
|
77.5K
$5.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
65.3K+ 7.35% |
$3.42M - $4.16M
|
954K
$64.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62.4K+ 131.08% |
$3.26M - $3.98M
|
110K
$7.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
61.3K+ 24.59% |
$3.21M - $3.91M
|
311K
$21M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
59.5K+ 155.63% |
$3.11M - $3.79M
|
97.7K
$6.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
59.4K+ 17.0% |
$3.11M - $3.78M
|
409K
$27.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
58.8K+ 175.12% |
$3.08M - $3.75M
|
92.4K
$6.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
55.3K+ 19.62% |
$2.9M - $3.53M
|
337K
$22.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
51.6KNew |
$2.7M - $3.29M
|
51.6K
$3.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
49.4K+ 18.89% |
$2.58M - $3.15M
|
311K
$21M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
43.7K+ 5.22% |
$2.29M - $2.79M
|
881K
$59.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
43K+ 12.13% |
$2.25M - $2.74M
|
398K
$26.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.5K+ 18.29% |
$2.12M - $2.58M
|
262K
$17.7M
|