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 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
728New |
$38.1K - $46.4K
|
728
$49.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
728New |
$38.1K - $46.4K
|
728
$49.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
694+ 13.68% |
$36.3K - $44.2K
|
5.77K
$390K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
692+ 5.53% |
$36.2K - $44.1K
|
13.2K
$892K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
682+ 3.1% |
$35.7K - $43.5K
|
22.7K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
679+ 685.86% |
$35.5K - $43.3K
|
778
$52.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
665New |
$34.8K - $42.4K
|
665
$45K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
654+ 2.56% |
$34.2K - $41.7K
|
26.2K
$1.77M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
650+ 5.99% |
$34K - $41.4K
|
11.5K
$778K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
644+ 167.27% |
$33.7K - $41K
|
1.03K
$69.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
583+ 9.68% |
$30.5K - $37.1K
|
6.61K
$447K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
576+ 0.86% |
$30.1K - $36.7K
|
67.9K
$4.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
573+ 0.36% |
$30K - $36.5K
|
161K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
567+ 6.15% |
$29.7K - $36.1K
|
9.78K
$661K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
559New |
$29.2K - $35.6K
|
559
$37.8K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
513+ 3.97% |
$26.8K - $32.7K
|
13.4K
$908K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
510+ 2.3% |
$26.7K - $32.5K
|
22.7K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
504+ 3.34% |
$26.4K - $32.1K
|
15.6K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
498+ 0.99% |
$26.1K - $31.7K
|
50.8K
$3.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
485+ 1.12% |
$25.4K - $30.9K
|
43.7K
$2.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
415+ 6.47% |
$21.7K - $26.4K
|
6.83K
$461K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
389+ 2.01% |
$20.3K - $24.8K
|
19.7K
$1.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
384+ 0.32% |
$20.1K - $24.5K
|
119K
$8.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
374+ 7.1% |
$19.6K - $23.8K
|
5.65K
$382K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
362+ 17.02% |
$18.9K - $23.1K
|
2.49K
$168K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
355New |
$18.6K - $22.6K
|
355
$24K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
353+ 4.56% |
$18.5K - $22.5K
|
8.09K
$547K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
343+ 7.64% |
$17.9K - $21.9K
|
4.83K
$327K
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
340+ 0.79% |
$17.8K - $21.7K
|
43.1K
$2.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
313New |
$16.4K - $19.9K
|
313
$21.2K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
294+ 0.84% |
$15.4K - $18.7K
|
35.1K
$2.38M
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
270+ 2.85% |
$14.1K - $17.2K
|
9.74K
$659K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
250+ 1.14% |
$13.1K - $15.9K
|
22.1K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
243+ 4.84% |
$12.7K - $15.5K
|
5.27K
$356K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
237+ 4.31% |
$12.4K - $15.1K
|
5.74K
$388K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
232+ 3.42% |
$12.1K - $14.8K
|
7.01K
$474K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
213New |
$11.1K - $13.6K
|
213
$14.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
210New |
$11K - $13.4K
|
210
$14.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
207+ 2.1% |
$10.8K - $13.2K
|
10K
$679K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
199+ 2.45% |
$10.4K - $12.7K
|
8.34K
$564K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
195+ 11.52% |
$10.2K - $12.4K
|
1.89K
$128K
|
|
|
Aug 12, 2025
Q2 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
178+ 0.46% |
$9.31K - $11.3K
|
39.2K
$2.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
177+ 3.21% |
$9.26K - $11.3K
|
5.69K
$385K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
175+ 1.45% |
$9.15K - $11.2K
|
12.3K
$828K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
164+ 4.87% |
$8.58K - $10.5K
|
3.53K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
155+ 1.82% |
$8.11K - $9.88K
|
8.65K
$585K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
147New |
$7.69K - $9.37K
|
147
$9.94K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
136+ 1.3% |
$7.11K - $8.67K
|
10.6K
$714K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
119+ 1.76% |
$6.22K - $7.58K
|
6.87K
$464K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
118+ 0.52% |
$6.17K - $7.52K
|
22.9K
$1.55M
|