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 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
39.3K+ 90.75% |
$2.06M - $2.51M
|
82.6K
$5.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
37.9K+ 12.7% |
$1.98M - $2.41M
|
336K
$22.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
37.6K+ 18.57% |
$1.96M - $2.39M
|
240K
$16.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
36.6K+ 4.32% |
$1.92M - $2.33M
|
885K
$59.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
36.3K+ 83.83% |
$1.9M - $2.31M
|
79.5K
$5.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
35.5K+ 16.47% |
$1.85M - $2.26M
|
251K
$16.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
35.4KNew |
$1.85M - $2.26M
|
35.4K
$2.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
31.9K+ 13.64% |
$1.67M - $2.03M
|
266K
$18M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
31.6KNew |
$1.65M - $2.01M
|
31.6K
$2.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
31.3K+ 15.09% |
$1.64M - $2M
|
239K
$16.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
31K+ 10.2% |
$1.62M - $1.98M
|
335K
$22.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
30.6K+ 28.93% |
$1.6M - $1.95M
|
136K
$9.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
30K+ 210.26% |
$1.57M - $1.91M
|
44.2K
$2.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
29.6K+ 7.9% |
$1.55M - $1.89M
|
404K
$27.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
29.3K+ 22.85% |
$1.53M - $1.87M
|
158K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
29K+ 21.21% |
$1.52M - $1.85M
|
166K
$11.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
27K+ 173.13% |
$1.41M - $1.72M
|
42.6K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
26.2KNew |
$1.37M - $1.67M
|
26.2K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
26K+ 3.7% |
$1.36M - $1.66M
|
730K
$49.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
25.9K+ 3.03% |
$1.35M - $1.65M
|
880K
$59.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
25.3K+ 7.28% |
$1.32M - $1.61M
|
373K
$25.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
25.3K+ 12.21% |
$1.32M - $1.61M
|
232K
$15.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
25.1KNew |
$1.32M - $1.6M
|
25.1K
$1.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
25.1K+ 129.06% |
$1.31M - $1.6M
|
44.5K
$3.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25KNew |
$1.31M - $1.6M
|
25K
$1.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25K+ 2.16% |
$1.31M - $1.59M
|
1.18M
$80M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
24.4KNew |
$1.28M - $1.56M
|
24.4K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24KNew |
$1.26M - $1.53M
|
24K
$1.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
23.6K+ 199.75% |
$1.23M - $1.5M
|
35.4K
$2.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
23.5K+ 35.63% |
$1.23M - $1.49M
|
89.3K
$6.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
22.8K+ 25.28% |
$1.19M - $1.45M
|
113K
$7.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
22.2K+ 7.11% |
$1.16M - $1.41M
|
334K
$22.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20.6K+ 192.72% |
$1.08M - $1.31M
|
31.3K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
20.4K+ 69.47% |
$1.07M - $1.3M
|
49.8K
$3.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
19.8K+ 6.59% |
$1.04M - $1.26M
|
320K
$21.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.6K+ 0.76% |
$976K - $1.19M
|
2.47M
$167M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
18.5K+ 11.3% |
$968K - $1.18M
|
182K
$12.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
18.3K+ 7.16% |
$959K - $1.17M
|
274K
$18.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
18.3K+ 103.18% |
$957K - $1.17M
|
36K
$2.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
18.3K+ 6.11% |
$956K - $1.16M
|
318K
$21.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.2K+ 4.68% |
$953K - $1.16M
|
408K
$27.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
18K+ 62.66% |
$939K - $1.14M
|
46.6K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17.7K+ 80.33% |
$924K - $1.13M
|
39.7K
$2.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.4K+ 8.79% |
$913K - $1.11M
|
216K
$14.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
17.3K+ 3.75% |
$906K - $1.1M
|
479K
$32.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
17.1K+ 7.88% |
$895K - $1.09M
|
234K
$15.8M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
16.9K+ 15.62% |
$884K - $1.08M
|
125K
$8.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
16.7K+ 14.3% |
$871K - $1.06M
|
133K
$9M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
15.7K+ 6.07% |
$820K - $999K
|
274K
$18.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.6K+ 2.57% |
$815K - $993K
|
622K
$42.1M
|