Latest Institutional Transactions on Dimensional ETF Tr U S Small C (DFAS)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr U S Small C (DFAS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.5K+ 9.54% |
$2.58M - $2.88M
|
465K
$28.5M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
281+ 2.27% |
$17.9K - $20K
|
12.7K
$776K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
18.5KNew |
$1.18M - $1.32M
|
18.5K
$1.13M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
116KNew |
$7.35M - $8.23M
|
116K
$7.09M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
159KNew |
$10.1M - $11.3M
|
159K
$9.76M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
119KNew |
$7.54M - $8.44M
|
119K
$7.27M
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
26.5KNew |
$1.68M - $1.88M
|
26.5K
$1.62M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.04K- 5.93% |
$66.3K - $74.2K
|
16.6K
$1.01M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-6- 0.09% |
$381 - $427
|
6.61K
$405K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-823- 0.47% |
$52.3K - $58.6K
|
173K
$10.6M
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
95.5KNew |
$6.07M - $6.79M
|
95.5K
$5.85M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.82KNew |
$243K - $272K
|
3.82K
$234K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.88K+ 13.19% |
$501K - $560K
|
67.6K
$4.14M
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-251- 0.22% |
$16K - $17.9K
|
113K
$6.9M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
11.5KNew |
$730K - $817K
|
11.5K
$704K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
171+ 0.6% |
$10.9K - $12.2K
|
28.8K
$1.76M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
49+ 0.57% |
$3.12K - $3.49K
|
8.71K
$534K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
568K+ 589.43% |
$36.1M - $40.4M
|
665K
$40.7M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
102KNew |
$6.51M - $7.29M
|
102K
$6.28M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
264K+ 5283.58% |
$16.8M - $18.8M
|
269K
$16.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
6+ 0.19% |
$381 - $427
|
3.11K
$190K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.48K+ 3.29% |
$158K - $176K
|
77.9K
$4.77M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
876+ 21.09% |
$55.7K - $62.3K
|
5.03K
$308K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.7K+ 14.49% |
$235K - $263K
|
29.2K
$1.79M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
255KNew |
$16.2M - $18.1M
|
255K
$15.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
11.1K+ 36.78% |
$704K - $787K
|
41.2K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
880+ 8.24% |
$56K - $62.6K
|
11.6K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-72- 42.11% |
$4.58K - $5.12K
|
99
$6.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
16K+ 268.37% |
$1.02M - $1.14M
|
21.9K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-30.5K- 20.64% |
$1.94M - $2.17M
|
117K
$7.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.2K- 11.4% |
$76.6K - $85.7K
|
9.36K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
86.5K+ 12.75% |
$5.5M - $6.15M
|
765K
$46.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.72K+ 68.87% |
$173K - $194K
|
6.68K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
521K+ 7.44% |
$33.1M - $37.1M
|
7.52M
$461M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17+ 0.26% |
$1.08K - $1.21K
|
6.51K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.44K- 0.62% |
$91.4K - $102K
|
231K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.27K- 72.33% |
$80.4K - $90K
|
484
$29.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
304+ 6.47% |
$19.3K - $21.6K
|
5K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70.1K+ 11.63% |
$4.46M - $4.99M
|
673K
$41.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.6K+ 100.86% |
$483K - $541K
|
15.1K
$928K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.03M+ 18.13% |
$129M - $145M
|
13.2M
$812M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13K+ 4.51% |
$829K - $928K
|
302K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.35K+ 7.01% |
$85.8K - $96K
|
20.6K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3.97KNew |
$252K - $283K
|
3.97K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.92KNew |
$504K - $564K
|
7.92K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.8K+ 9.96% |
$1.13M - $1.26M
|
196K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.2K- 26.18% |
$1.1M - $1.23M
|
48.6K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.41K- 24.3% |
$534K - $598K
|
26.2K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-834- 0.5% |
$53K - $59.3K
|
167K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
233KNew |
$14.8M - $16.6M
|
233K
$14.3M
|