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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-33- 4.6% |
$1.94K - $2.25K
|
684
$40.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.31K- 12.19% |
$254K - $294K
|
31.1K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
27.4K+ 26.46% |
$1.61M - $1.87M
|
131K
$7.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.1K+ 3.92% |
$123K - $143K
|
55.7K
$3.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.26K- 6.56% |
$250K - $290K
|
60.7K
$3.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-753- 4.43% |
$44.3K - $51.4K
|
16.2K
$970K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
226+ 1.33% |
$13.3K - $15.4K
|
17.2K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
8.88K+ 3.96% |
$522K - $606K
|
233K
$13.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-132- 1.0% |
$7.76K - $9K
|
13.1K
$780K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
913New |
$53.7K - $62.3K
|
913
$54.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
16.2K+ 3.55% |
$951K - $1.1M
|
472K
$28.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.85K+ 11.03% |
$109K - $126K
|
18.6K
$1.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
114+ 0.56% |
$6.7K - $7.77K
|
20.4K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.43K+ 21.52% |
$83.9K - $97.3K
|
8.05K
$481K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
674+ 3.22% |
$39.6K - $46K
|
21.6K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.66K+ 130.26% |
$392K - $454K
|
11.8K
$703K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
6.58K+ 2.32% |
$387K - $448K
|
289K
$17.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
16.5K+ 3.85% |
$973K - $1.13M
|
446K
$26.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.09K- 4.21% |
$123K - $143K
|
47.6K
$2.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
16K+ 15.4% |
$943K - $1.09M
|
120K
$7.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-151K- 94.61% |
$8.89M - $10.3M
|
8.62K
$515K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-831- 6.44% |
$48.9K - $56.7K
|
12.1K
$721K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-382- 1.59% |
$22.5K - $26.1K
|
23.6K
$1.41M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
18.2K+ 6.1% |
$1.07M - $1.24M
|
316K
$18.9M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7.59K+ 31.59% |
$446K - $518K
|
31.6K
$1.89M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.2K+ 5.32% |
$776K - $900K
|
261K
$15.6M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
12.2KNew |
$716K - $830K
|
12.2K
$727K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-75- 1.12% |
$4.41K - $5.12K
|
6.63K
$396K
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
33+ 0.06% |
$1.94K - $2.25K
|
59K
$3.52M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
97+ 4.99% |
$5.7K - $6.62K
|
2.04K
$122K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
33.6K+ 59.41% |
$1.98M - $2.29M
|
90.2K
$5.39M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
17K+ 74.65% |
$1M - $1.16M
|
39.9K
$2.38M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5.3K- 12.19% |
$312K - $362K
|
38.2K
$2.28M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
5.38K+ 9.46% |
$316K - $367K
|
62.3K
$3.72M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
15+ 0.22% |
$882 - $1.02K
|
6.8K
$406K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63.3K+ 5.78% |
$3.72M - $4.32M
|
1.16M
$69.2M
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
12.8KNew |
$811K - $908K
|
12.8K
$762K
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
4.96KNew |
$315K - $353K
|
4.96K
$296K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
4.7KNew |
$299K - $335K
|
4.7K
$281K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.5K+ 9.54% |
$2.58M - $2.88M
|
465K
$27.8M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
281+ 2.27% |
$17.9K - $20K
|
12.7K
$756K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
18.5KNew |
$1.18M - $1.32M
|
18.5K
$1.11M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
116KNew |
$7.35M - $8.23M
|
116K
$6.91M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
159KNew |
$10.1M - $11.3M
|
159K
$9.51M
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
26.5KNew |
$1.68M - $1.88M
|
26.5K
$1.58M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
119KNew |
$7.54M - $8.44M
|
119K
$7.08M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.04K- 5.93% |
$66.3K - $74.2K
|
16.6K
$989K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-6- 0.09% |
$381 - $427
|
6.61K
$395K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-823- 0.47% |
$52.3K - $58.6K
|
173K
$10.3M
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
95.5KNew |
$6.07M - $6.79M
|
95.5K
$5.7M
|
|