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 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-5.91K- 60.93% |
$309K - $377K
|
3.79K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.3K- 0.62% |
$329K - $401K
|
1.02M
$68.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-6.35K- 50.51% |
$332K - $405K
|
6.22K
$421K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.54K- 0.83% |
$342K - $416K
|
783K
$53M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-6.77K- 29.28% |
$354K - $431K
|
16.4K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-7.09K- 1.55% |
$371K - $452K
|
452K
$30.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-7.33K- 61.64% |
$383K - $467K
|
4.56K
$308K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-7.7K- 38.08% |
$403K - $491K
|
12.5K
$847K
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-7.95K- 50.0% |
$416K - $507K
|
7.95K
$538K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-8.05K- 16.18% |
$421K - $513K
|
41.7K
$2.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.15K- 26.45% |
$426K - $520K
|
22.7K
$1.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.42K- 23.3% |
$440K - $536K
|
27.7K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-8.45K- 43.56% |
$442K - $539K
|
11K
$740K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.61K- 35.34% |
$450K - $548K
|
15.7K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.03K- 20.9% |
$472K - $575K
|
34.2K
$2.31M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-9.29K- 5.12% |
$486K - $592K
|
172K
$11.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-9.29K- 15.95% |
$486K - $592K
|
48.9K
$3.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.44K- 28.0% |
$494K - $602K
|
24.3K
$1.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-11K- 2.74% |
$574K - $699K
|
389K
$26.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-11.7K- 7.98% |
$610K - $743K
|
134K
$9.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 3.85% |
$640K - $780K
|
306K
$20.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-12.4K- 6.44% |
$650K - $791K
|
181K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.7K- 11.2% |
$666K - $812K
|
101K
$6.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13K- 34.72% |
$678K - $826K
|
24.4K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-13K- 11.05% |
$679K - $827K
|
104K
$7.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-13.2K- 7.18% |
$688K - $838K
|
170K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.1K- 10.01% |
$790K - $963K
|
136K
$9.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.8K- 2.31% |
$826K - $1.01M
|
669K
$45.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-16.2K- 13.2% |
$847K - $1.03M
|
107K
$7.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-16.3K- 1.76% |
$855K - $1.04M
|
912K
$61.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16.9K- 3.56% |
$886K - $1.08M
|
459K
$31M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-17.3K- 20.99% |
$907K - $1.1M
|
65.2K
$4.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-18.5K- 3.27% |
$968K - $1.18M
|
547K
$37M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-18.7K- 44.73% |
$976K - $1.19M
|
23K
$1.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-18.7K- 41.78% |
$977K - $1.19M
|
26K
$1.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-19.4K- 4.82% |
$1.02M - $1.24M
|
383K
$25.9M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.7K- 39.77% |
$1.03M - $1.26M
|
29.9K
$2.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.7K- 39.77% |
$1.03M - $1.26M
|
29.9K
$2.02M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-20.8K- 8.92% |
$1.09M - $1.32M
|
212K
$14.3M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.3K- 2.29% |
$1.17M - $1.42M
|
950K
$64.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-22.5K- 13.17% |
$1.18M - $1.43M
|
148K
$10M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-25K- 0.43% |
$1.31M - $1.59M
|
5.83M
$394M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-27.2K- 13.43% |
$1.42M - $1.73M
|
175K
$11.9M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.6K- 7.68% |
$1.49M - $1.82M
|
343K
$23.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30.4K- 11.72% |
$1.59M - $1.94M
|
229K
$15.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-31.8K- 88.63% |
$1.66M - $2.02M
|
4.08K
$276K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-32.7K- 29.84% |
$1.71M - $2.08M
|
76.9K
$5.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-33.9K- 2.42% |
$1.77M - $2.16M
|
1.37M
$92.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-35.8K- 9.93% |
$1.87M - $2.28M
|
325K
$22M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-36K- 19.99% |
$1.88M - $2.29M
|
144K
$9.73M
|