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 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.2K+ 8.47% |
$115K - $140K
|
28.2K
$1.91M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.18K+ 5.16% |
$114K - $139K
|
44.3K
$3M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.17K+ 13.37% |
$114K - $139K
|
18.4K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.13K+ 14.14% |
$112K - $136K
|
17.2K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
2.1K+ 7.51% |
$110K - $134K
|
30.1K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.09K+ 16.21% |
$109K - $133K
|
15K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
2.08K+ 0.96% |
$109K - $132K
|
218K
$14.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.06K+ 6.99% |
$108K - $131K
|
31.6K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.02K+ 16.77% |
$106K - $129K
|
14K
$950K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2K+ 4.35% |
$104K - $127K
|
47.9K
$3.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.98K+ 4.46% |
$103K - $126K
|
46.3K
$3.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.95K+ 0.72% |
$102K - $124K
|
272K
$18.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.93K+ 10.37% |
$101K - $123K
|
20.6K
$1.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.9K+ 228.99% |
$99.2K - $121K
|
2.72K
$184K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.85K+ 47.96% |
$96.6K - $118K
|
5.7K
$385K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.81K+ 4.1% |
$94.5K - $115K
|
45.8K
$3.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.57K+ 3.6% |
$82.3K - $100K
|
45.3K
$3.06M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.57K+ 12.87% |
$82K - $99.8K
|
13.7K
$929K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.53K+ 2.45% |
$80K - $97.5K
|
64.1K
$4.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.52KNew |
$79.4K - $96.7K
|
1.52K
$103K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.5K+ 2.7% |
$78.6K - $95.7K
|
57.2K
$3.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.5K+ 16.71% |
$78.5K - $95.6K
|
10.5K
$709K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.43K+ 8.31% |
$74.9K - $91.2K
|
18.6K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.39K+ 3.07% |
$72.8K - $88.6K
|
46.7K
$3.16M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.38K+ 30.8% |
$72.2K - $87.9K
|
5.86K
$396K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.36K+ 5.48% |
$71.2K - $86.8K
|
26.2K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.34K+ 16.94% |
$69.8K - $85.1K
|
9.22K
$623K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.33K+ 24.91% |
$69.6K - $84.8K
|
6.67K
$451K
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.26K+ 12.49% |
$66.1K - $80.5K
|
11.4K
$770K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.26K+ 7.85% |
$65.8K - $80.1K
|
17.3K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.25KNew |
$65.4K - $79.7K
|
1.25K
$84.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
1.19K+ 3.96% |
$62.1K - $75.6K
|
31.2K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.17K+ 5.48% |
$61.2K - $74.6K
|
22.5K
$1.52M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
1.16K+ 0.32% |
$60.8K - $74.1K
|
364K
$24.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.16K+ 2.43% |
$60.7K - $73.9K
|
48.8K
$3.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.13K+ 556.65% |
$59.1K - $72K
|
1.33K
$90.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.05K+ 6.83% |
$55K - $67K
|
16.4K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
1.05K+ 2.34% |
$54.7K - $66.7K
|
45.7K
$3.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.04K+ 2.89% |
$54.4K - $66.2K
|
37K
$2.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.01K+ 20.94% |
$52.6K - $64K
|
5.81K
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
1K+ 0.43% |
$52.3K - $63.7K
|
234K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
907New |
$47.4K - $57.8K
|
907
$61.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
874+ 13.44% |
$45.7K - $55.7K
|
7.38K
$499K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
843+ 11.98% |
$44.1K - $53.7K
|
7.88K
$533K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
797+ 9.42% |
$41.7K - $50.8K
|
9.26K
$626K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
791+ 3.6% |
$41.4K - $50.4K
|
22.7K
$1.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
780+ 0.42% |
$40.8K - $49.7K
|
188K
$12.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
771+ 42.27% |
$40.3K - $49.1K
|
2.6K
$175K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
768+ 4.12% |
$40.2K - $48.9K
|
19.4K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
744+ 23.29% |
$38.9K - $47.4K
|
3.94K
$266K
|