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 |
|---|---|---|---|---|---|---|---|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-19.3K- 46.19% |
$1.22M - $1.34M
|
22.4K
$1.51M
|
|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
BUY
|
- |
4.17KNew |
$264K - $291K
|
4.17K
$280K
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
16+ 0.22% |
$1.01K - $1.12K
|
7.4K
$497K
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
705New |
$44.7K - $49.1K
|
705
$47.3K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1- -0.0% |
$63.4 - $69.7
|
48.9K
$3.29M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
20.1K+ 988.05% |
$1.27M - $1.4M
|
22.1K
$1.49M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.25K- 0.74% |
$79.2K - $87K
|
168K
$11.3M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-9.12K- 4.87% |
$578K - $636K
|
178K
$12M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.79K+ 11.76% |
$177K - $194K
|
26.5K
$1.78M
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3+ 0.08% |
$190 - $209
|
3.72K
$250K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.12K- 67.52% |
$134K - $148K
|
1.02K
$68.4K
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
BUY
|
- |
3.13KNew |
$198K - $218K
|
3.13K
$210K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.3K+ 8.25% |
$82.2K - $90.4K
|
17K
$1.14M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
728+ 5.42% |
$46.2K - $50.7K
|
14.2K
$951K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.35K- 4.37% |
$85.8K - $94.3K
|
29.6K
$1.99M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.13K- 9.75% |
$198K - $218K
|
29K
$1.94M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
3.51KNew |
$223K - $245K
|
3.51K
$236K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.96K- 13.93% |
$124K - $136K
|
12.1K
$812K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19K+ 5.65% |
$1.2M - $1.32M
|
355K
$23.8M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
77+ 0.22% |
$4.88K - $5.37K
|
34.9K
$2.35M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
20.7K+ 70.89% |
$1.31M - $1.44M
|
49.8K
$3.35M
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
74+ 0.05% |
$4.69K - $5.16K
|
163K
$10.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5.4K+ 3.15% |
$343K - $377K
|
177K
$11.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
74.2K+ 61.13% |
$4.71M - $5.17M
|
196K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
355+ 1.58% |
$22.5K - $24.7K
|
22.8K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-520- 2.19% |
$33K - $36.2K
|
23.2K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.3K+ 3.18% |
$1.16M - $1.27M
|
594K
$39.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55.8K+ 178.45% |
$3.54M - $3.89M
|
87.1K
$5.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-11.9K- 5.06% |
$752K - $826K
|
222K
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-150- 1.42% |
$9.51K - $10.5K
|
10.4K
$699K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.25K+ 9.91% |
$143K - $157K
|
24.9K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
65.3K+ 19.02% |
$4.14M - $4.55M
|
409K
$27.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
3.23K+ 14.29% |
$204K - $225K
|
25.8K
$1.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.19K+ 7.28% |
$583K - $640K
|
135K
$9.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.2K+ 3.47% |
$203K - $223K
|
95.6K
$6.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.46KNew |
$346K - $380K
|
5.46K
$366K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.24K+ 11.82% |
$78.6K - $86.3K
|
11.7K
$787K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
57.4KNew |
$3.64M - $4M
|
57.4K
$3.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.17K- 7.31% |
$74K - $81.3K
|
14.8K
$994K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-50.8K- 91.84% |
$3.22M - $3.54M
|
4.51K
$303K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1- -0.0% |
$63.4 - $69.7
|
34.5K
$2.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
606+ 1.53% |
$38.4K - $42.2K
|
40.3K
$2.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.23K- 12.09% |
$77.7K - $85.4K
|
8.91K
$598K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-349K- 55.83% |
$22.1M - $24.3M
|
276K
$18.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.03K+ 0.88% |
$65.4K - $71.9K
|
118K
$7.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.93KNew |
$186K - $204K
|
2.93K
$196K
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-53- 12.47% |
$3.36K - $3.69K
|
372
$25K
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
3.05KNew |
$193K - $212K
|
3.05K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
1.36K+ 1.63% |
$86.1K - $94.6K
|
84.6K
$5.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
81+ 1.22% |
$5.14K - $5.64K
|
6.72K
$452K
|
|