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 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
7.62K+ 1.95% |
$398K - $485K
|
398K
$26.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.47K+ 3.04% |
$391K - $476K
|
253K
$17.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.44K+ 6.68% |
$389K - $474K
|
119K
$8.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
7.29K+ 13.79% |
$381K - $465K
|
60.2K
$4.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.24K+ 11.17% |
$379K - $461K
|
72K
$4.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.2K+ 4.88% |
$376K - $459K
|
155K
$10.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
6.95K+ 24.81% |
$364K - $443K
|
35K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.94K+ 32.57% |
$363K - $442K
|
28.2K
$1.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
6.86KNew |
$359K - $437K
|
6.86K
$464K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.8K+ 24.24% |
$356K - $433K
|
34.9K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
6.54K+ 4.96% |
$342K - $416K
|
138K
$9.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
6.5K+ 57.61% |
$340K - $414K
|
17.8K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.45K+ 3.52% |
$337K - $411K
|
190K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.41K+ 17.88% |
$335K - $408K
|
42.2K
$2.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6.32K+ 4.58% |
$330K - $402K
|
144K
$9.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.31K+ 32.06% |
$330K - $402K
|
26K
$1.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.3K+ 24.65% |
$329K - $401K
|
31.8K
$2.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6.02K+ 27.89% |
$315K - $384K
|
27.6K
$1.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.9KNew |
$309K - $376K
|
5.9K
$399K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5.74K+ 9.33% |
$300K - $366K
|
67.3K
$4.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
5.71K+ 2.14% |
$299K - $364K
|
272K
$18.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
5.7K+ 5.31% |
$298K - $363K
|
113K
$7.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
5.66KNew |
$296K - $361K
|
5.66K
$383K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.62K+ 3.5% |
$294K - $358K
|
166K
$11.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
5.6KNew |
$293K - $357K
|
5.6K
$379K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.56KNew |
$291K - $354K
|
5.56K
$376K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
5.55K+ 1.88% |
$290K - $354K
|
302K
$20.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
5.47K+ 13.06% |
$286K - $349K
|
47.4K
$3.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.45KNew |
$285K - $347K
|
5.45K
$369K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
5.45K+ 8.5% |
$285K - $347K
|
69.6K
$4.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.3K+ 2.73% |
$277K - $337K
|
200K
$13.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.26K+ 5.56% |
$275K - $335K
|
99.8K
$6.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
5.26K+ 1.7% |
$275K - $335K
|
314K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.98K+ 1.46% |
$260K - $317K
|
346K
$23.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
4.87K+ 9.08% |
$255K - $310K
|
58.5K
$3.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
4.7K+ 41.52% |
$246K - $299K
|
16K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
4.67K+ 9.31% |
$244K - $297K
|
54.8K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.54K+ 25.36% |
$237K - $289K
|
22.4K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.46K+ 11.08% |
$233K - $284K
|
44.7K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.3K+ 17.61% |
$225K - $274K
|
28.7K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
4.26KNew |
$223K - $271K
|
4.26K
$288K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.21K+ 3.69% |
$220K - $268K
|
118K
$8M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.15K+ 4.66% |
$217K - $265K
|
93.4K
$6.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.11K+ 11.79% |
$215K - $262K
|
39K
$2.64M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4.09K+ 2.45% |
$214K - $260K
|
171K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
4.07K+ 8.65% |
$213K - $259K
|
51.1K
$3.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.02KNew |
$210K - $256K
|
4.02K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4K+ 9.11% |
$209K - $255K
|
47.9K
$3.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.97K+ 0.37% |
$208K - $253K
|
1.08M
$73M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.96K+ 2.78% |
$207K - $252K
|
146K
$9.89M
|