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 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-1.55K- 2.46% |
$81.2K - $98.9K
|
61.6K
$4.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-1.57K- 12.5% |
$82.3K - $100K
|
11K
$745K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.7K- 3.44% |
$89.1K - $109K
|
47.9K
$3.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.79K- 7.01% |
$93.4K - $114K
|
23.7K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.87K- 0.75% |
$97.6K - $119K
|
247K
$16.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.96K- 22.38% |
$103K - $125K
|
6.8K
$460K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-2.03K- 36.85% |
$106K - $129K
|
3.47K
$235K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.06K- 94.15% |
$108K - $131K
|
128
$8.65K
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
SELL
|
- |
-2.07K- 0.92% |
$108K - $132K
|
222K
$15M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.13K- 26.82% |
$111K - $135K
|
5.8K
$392K
|
|
|
Aug 11, 2025
Q2 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-2.2K- 5.52% |
$115K - $140K
|
37.6K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.26K- 25.38% |
$118K - $144K
|
6.64K
$449K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.36K- 29.83% |
$124K - $150K
|
5.55K
$376K
|
|
|
Aug 11, 2025
Q2 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-2.39K- 84.51% |
$125K - $152K
|
438
$29.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.48K- 14.2% |
$129K - $158K
|
15K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.54K- 2.05% |
$133K - $162K
|
121K
$8.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.55K- 31.67% |
$133K - $162K
|
5.5K
$372K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.57K- 4.34% |
$134K - $164K
|
56.7K
$3.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-2.58K- 5.65% |
$135K - $164K
|
43.1K
$2.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.59K- 2.14% |
$136K - $165K
|
119K
$8.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.72K- 5.02% |
$142K - $173K
|
51.4K
$3.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.91K- 1.22% |
$152K - $185K
|
235K
$15.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-3.05K- 2.37% |
$159K - $194K
|
125K
$8.48M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-3.07K- 3.34% |
$160K - $195K
|
88.8K
$6M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.16K- 12.01% |
$165K - $201K
|
23.1K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.35K- 1.95% |
$175K - $214K
|
169K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3.36K- 40.96% |
$176K - $214K
|
4.84K
$327K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.43K- 37.02% |
$179K - $219K
|
5.84K
$395K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-3.43K- 19.22% |
$180K - $219K
|
14.4K
$976K
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-3.45K- 48.96% |
$181K - $220K
|
3.6K
$243K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-3.61K- 3.16% |
$189K - $230K
|
111K
$7.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-3.72K- 6.55% |
$195K - $237K
|
53.2K
$3.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 13.17% |
$200K - $243K
|
25.1K
$1.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.11K- 8.43% |
$215K - $262K
|
44.6K
$3.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.11K- 3.32% |
$215K - $262K
|
120K
$8.08M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-4.14K- 3.69% |
$217K - $264K
|
108K
$7.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.22K- 28.32% |
$221K - $269K
|
10.7K
$722K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-4.35K- 2.94% |
$227K - $277K
|
143K
$9.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.43K- 48.22% |
$232K - $283K
|
4.76K
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.6K- 18.4% |
$241K - $293K
|
20.4K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-4.68K- 4.85% |
$245K - $298K
|
91.7K
$6.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4.74K- 4.65% |
$248K - $302K
|
97K
$6.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-5.44K- 8.82% |
$285K - $347K
|
56.2K
$3.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.56K- 46.09% |
$291K - $354K
|
6.5K
$440K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-5.59K- 9.47% |
$292K - $356K
|
53.4K
$3.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-5.63K- 11.56% |
$295K - $359K
|
43.1K
$2.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-5.64K- 10.09% |
$295K - $359K
|
50.3K
$3.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-5.65K- 6.4% |
$295K - $360K
|
82.6K
$5.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-5.69K- 4.64% |
$298K - $363K
|
117K
$7.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.71K- 30.33% |
$299K - $364K
|
13.1K
$887K
|