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 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-37.2K- 26.78% |
$1.95M - $2.37M
|
102K
$6.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-38.8K- 9.31% |
$2.03M - $2.47M
|
378K
$25.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-38.9K- 2.87% |
$2.03M - $2.48M
|
1.32M
$89M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-45.9K- 8.79% |
$2.4M - $2.92M
|
476K
$32.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-48K- 66.17% |
$2.51M - $3.06M
|
24.5K
$1.66M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-49.2K- 60.53% |
$2.57M - $3.13M
|
32.1K
$2.17M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-49.4K- 7.32% |
$2.58M - $3.15M
|
625K
$42.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-61.7K- 52.74% |
$3.23M - $3.93M
|
55.3K
$3.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-70.6K- 78.56% |
$3.69M - $4.5M
|
19.3K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-88K- 17.05% |
$4.6M - $5.6M
|
428K
$28.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-89.4K- 3.63% |
$4.68M - $5.7M
|
2.37M
$160M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-118K- 11.5% |
$6.16M - $7.5M
|
906K
$61.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-125K- 1.57% |
$6.55M - $7.98M
|
7.85M
$531M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
SELL
|
- |
-435K- 92.16% |
$22.7M - $27.7M
|
37K
$2.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-601K- 96.86% |
$31.4M - $38.3M
|
19.5K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-682K- 97.38% |
$35.7M - $43.5M
|
18.3K
$1.24M
|