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
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$52.3 - $63.7
|
11.1K
$750K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.27% |
$52.3 - $63.7
|
374
$25.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.61% |
$52.3 - $63.7
|
164
$11.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1- 0.01% |
$52.3 - $63.7
|
11.1K
$750K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$52.3 - $63.7
|
26.2K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8- 0.09% |
$418 - $510
|
9.23K
$624K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.36% |
$785 - $956
|
4.2K
$284K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-19- 11.45% |
$994 - $1.21K
|
147
$9.94K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-28- 0.65% |
$1.46K - $1.78K
|
4.26K
$288K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-40- 6.4% |
$2.09K - $2.55K
|
585
$39.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-59- 0.47% |
$3.09K - $3.76K
|
12.6K
$852K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-68- 0.03% |
$3.56K - $4.33K
|
196K
$13.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-69- 1.04% |
$3.61K - $4.4K
|
6.54K
$442K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-79- 1.51% |
$4.13K - $5.03K
|
5.14K
$348K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-80- 15.84% |
$4.18K - $5.1K
|
425
$28.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-100- 2.87% |
$5.23K - $6.37K
|
3.38K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
SELL
|
- |
-105- 2.96% |
$5.49K - $6.69K
|
3.45K
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-110- 3.78% |
$5.75K - $7.01K
|
2.8K
$189K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-111- 0.52% |
$5.81K - $7.07K
|
21.3K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-114- 0.7% |
$5.96K - $7.26K
|
16.1K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-123- 0.64% |
$6.43K - $7.84K
|
19K
$1.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-125- 0.26% |
$6.54K - $7.97K
|
48.6K
$3.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-130- 0.36% |
$6.8K - $8.28K
|
35.7K
$2.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-133- 1.25% |
$6.96K - $8.47K
|
10.5K
$711K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-141- 2.75% |
$7.38K - $8.98K
|
4.98K
$337K
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-148- 1.75% |
$7.74K - $9.43K
|
8.29K
$560K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-180- 5.2% |
$9.42K - $11.5K
|
3.28K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-192- 0.26% |
$10K - $12.2K
|
72.8K
$4.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-192- 2.07% |
$10K - $12.2K
|
9.08K
$614K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-220- 0.61% |
$11.5K - $14K
|
35.7K
$2.42M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-271- 1.69% |
$14.2K - $17.3K
|
15.7K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-275- 0.86% |
$14.4K - $17.5K
|
31.7K
$2.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-280- 87.5% |
$14.6K - $17.8K
|
40
$2.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-281- 1.45% |
$14.7K - $17.9K
|
19.1K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-295- 0.26% |
$15.4K - $18.8K
|
113K
$7.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-295- 3.01% |
$15.4K - $18.8K
|
9.51K
$643K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-304- 1.24% |
$15.9K - $19.4K
|
24.2K
$1.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-310- 1.82% |
$16.2K - $19.8K
|
16.7K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-326- 4.05% |
$17.1K - $20.8K
|
7.73K
$523K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-341- 1.07% |
$17.8K - $21.7K
|
31.6K
$2.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-367- 0.93% |
$19.2K - $23.4K
|
38.9K
$2.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-416- 7.39% |
$21.8K - $26.5K
|
5.21K
$352K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-443- 2.12% |
$23.2K - $28.2K
|
20.4K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-443- 6.81% |
$23.2K - $28.2K
|
6.07K
$410K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-492- 0.85% |
$25.7K - $31.4K
|
57.7K
$3.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-513- 3.11% |
$26.8K - $32.7K
|
16K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-515- 0.44% |
$26.9K - $32.8K
|
117K
$7.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-544- 10.81% |
$28.5K - $34.7K
|
4.49K
$303K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-546- 9.32% |
$28.6K - $34.8K
|
5.31K
$359K
|