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 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.3K+ 29.89% |
$799K - $974K
|
66.4K
$4.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
15.2KNew |
$797K - $971K
|
15.2K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.2K+ 2.75% |
$794K - $967K
|
568K
$38.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15K+ 91.78% |
$786K - $958K
|
31.4K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15K+ 42.03% |
$785K - $956K
|
50.7K
$3.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
14.5K+ 19.23% |
$757K - $922K
|
89.7K
$6.07M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 45.61% |
$754K - $919K
|
46K
$3.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.3K+ 10.95% |
$749K - $913K
|
145K
$9.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
14.3K+ 58.89% |
$748K - $911K
|
38.6K
$2.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
13.9K+ 13.31% |
$729K - $888K
|
119K
$8.02M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
13.5K+ 86.62% |
$708K - $862K
|
29.2K
$1.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
13.3KNew |
$697K - $849K
|
13.3K
$901K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
13.3K+ 21.85% |
$693K - $845K
|
73.9K
$5M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
13K+ 139.32% |
$680K - $828K
|
22.3K
$1.51M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
13K+ 6.63% |
$679K - $828K
|
209K
$14.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
12.8K+ 2.87% |
$669K - $815K
|
459K
$31M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
12.7K+ 9.99% |
$665K - $810K
|
140K
$9.46M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
12.6K+ 3.99% |
$659K - $803K
|
329K
$22.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
12.5K+ 64.81% |
$654K - $796K
|
31.8K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12.3K+ 4.09% |
$641K - $781K
|
312K
$21.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
11.7K+ 12.95% |
$614K - $747K
|
102K
$6.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
11.6K+ 14.04% |
$608K - $741K
|
94.4K
$6.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11.4K+ 7.06% |
$594K - $724K
|
172K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.3K+ 11.26% |
$593K - $723K
|
112K
$7.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.2K+ 89.45% |
$586K - $714K
|
23.7K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
11KNew |
$576K - $701K
|
11K
$744K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.6K+ 104.46% |
$553K - $674K
|
20.7K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
10.1K+ 3.76% |
$529K - $645K
|
279K
$18.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
9.97K+ 5.63% |
$522K - $636K
|
187K
$12.7M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
9.95KNew |
$520K - $634K
|
9.95K
$673K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.64K+ 7.57% |
$504K - $614K
|
137K
$9.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
9.49K+ 32.3% |
$497K - $605K
|
38.9K
$2.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.35K+ 37.73% |
$489K - $596K
|
34.1K
$2.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
9.34KNew |
$488K - $595K
|
9.34K
$631K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.25K+ 1.62% |
$484K - $590K
|
580K
$39.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.05K+ 11.2% |
$473K - $577K
|
89.8K
$6.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
8.79K+ 10.98% |
$460K - $560K
|
88.8K
$6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.69K+ 7.4% |
$455K - $554K
|
126K
$8.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.68K+ 4.95% |
$454K - $553K
|
184K
$12.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
8.67K+ 3.83% |
$454K - $553K
|
235K
$15.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.67KNew |
$454K - $552K
|
8.67K
$586K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
8.5K+ 25.88% |
$445K - $541K
|
41.3K
$2.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
8.41K+ 55.05% |
$440K - $536K
|
23.7K
$1.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.4K+ 13.51% |
$439K - $535K
|
70.6K
$4.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8.37K+ 3.23% |
$438K - $533K
|
267K
$18.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8.28KNew |
$433K - $528K
|
8.28K
$560K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
8.22KNew |
$430K - $524K
|
8.22K
$556K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.14K+ 6.77% |
$426K - $518K
|
128K
$8.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8.11K+ 7.05% |
$424K - $517K
|
123K
$8.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
7.92K+ 7.34% |
$415K - $505K
|
116K
$7.84M
|