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 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-569- 3.14% |
$29.8K - $36.3K
|
17.6K
$1.19M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-571- 0.2% |
$29.9K - $36.4K
|
289K
$19.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-573- 12.01% |
$30K - $36.5K
|
4.2K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-595- 8.38% |
$31.1K - $37.9K
|
6.51K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-599- 1.35% |
$31.3K - $38.2K
|
43.8K
$2.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-610- 0.17% |
$31.9K - $38.9K
|
351K
$23.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-624- 1.45% |
$32.6K - $39.8K
|
42.5K
$2.87M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-673- 1.13% |
$35.2K - $42.9K
|
59K
$3.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-684- 1.41% |
$35.8K - $43.6K
|
47.8K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-701- 1.99% |
$36.7K - $44.7K
|
34.5K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-736- 29.97% |
$38.5K - $46.9K
|
1.72K
$116K
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-737- 0.97% |
$38.6K - $47K
|
75.2K
$5.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-739- 12.99% |
$38.7K - $47.1K
|
4.95K
$335K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-749- 49.97% |
$39.2K - $47.7K
|
750
$50.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-750- 0.51% |
$39.2K - $47.8K
|
146K
$9.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-763- 2.18% |
$39.9K - $48.6K
|
34.2K
$2.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-798- 4.84% |
$41.7K - $50.8K
|
15.7K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-805- 3.41% |
$42.1K - $51.3K
|
22.8K
$1.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-806- 1.41% |
$42.2K - $51.4K
|
56.5K
$3.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-807- 2.3% |
$42.2K - $51.4K
|
34.3K
$2.32M
|
|
|
Sep 23, 2025
Q2 2025
|
Rs Crum Inc.
|
SELL
|
- |
-815- 1.98% |
$42.6K - $51.9K
|
40.3K
$2.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-836- 12.61% |
$43.7K - $53.3K
|
5.8K
$392K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-841- 17.57% |
$44K - $53.6K
|
3.95K
$267K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-912- 0.39% |
$47.7K - $58.1K
|
230K
$15.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-920- 2.96% |
$48.1K - $58.6K
|
30.1K
$2.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-920- 1.49% |
$48.1K - $58.6K
|
60.8K
$4.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-957- 3.52% |
$50.1K - $61K
|
26.2K
$1.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-964- 3.31% |
$50.4K - $61.4K
|
28.2K
$1.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-983- 1.07% |
$51.4K - $62.6K
|
91K
$6.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-987- 10.18% |
$51.6K - $62.9K
|
8.71K
$589K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-999- 0.74% |
$52.3K - $63.7K
|
133K
$9M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1K- 6.74% |
$52.5K - $64K
|
13.9K
$939K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.03K- 15.92% |
$53.8K - $65.5K
|
5.43K
$367K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.04K- 33.83% |
$54.4K - $66.3K
|
2.03K
$138K
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-1.04K- 0.18% |
$54.6K - $66.5K
|
574K
$38.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.09K- 3.39% |
$56.8K - $69.2K
|
31K
$2.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1.12K- 14.96% |
$58.4K - $71.1K
|
6.34K
$429K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.19K- 1.56% |
$62.3K - $75.9K
|
75.3K
$5.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.2K- 8.87% |
$62.7K - $76.3K
|
12.3K
$832K
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.2K- 10.61% |
$62.9K - $76.7K
|
10.1K
$685K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.21K- 1.79% |
$63.1K - $76.8K
|
66K
$4.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-1.28K- 1.95% |
$66.7K - $81.3K
|
64.2K
$4.34M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.38K- 1.02% |
$71.9K - $87.6K
|
133K
$9.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.42K- 22.01% |
$74K - $90.2K
|
5.02K
$339K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.42K- 1.09% |
$74.3K - $90.5K
|
129K
$8.75M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.44K- 50.39% |
$75.2K - $91.6K
|
1.42K
$95.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.48K- 68.62% |
$77.2K - $94.1K
|
675
$45.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.52K- 3.34% |
$79.6K - $96.9K
|
44.1K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 3.31% |
$80.5K - $98K
|
45K
$3.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.55K- 19.06% |
$81K - $98.7K
|
6.58K
$445K
|