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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
10.1K+ 3.76% |
$529K - $645K
|
279K
$18.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
7.92K+ 7.34% |
$415K - $505K
|
116K
$7.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
340+ 0.79% |
$17.8K - $21.7K
|
43.1K
$2.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
768+ 4.12% |
$40.2K - $48.9K
|
19.4K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
102K+ 18.45% |
$5.35M - $6.52M
|
657K
$43.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.36K- 29.83% |
$124K - $150K
|
5.55K
$365K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-964- 3.31% |
$50.4K - $61.4K
|
28.2K
$1.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
25.1K+ 129.06% |
$1.31M - $1.6M
|
44.5K
$2.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.2K+ 2.75% |
$794K - $967K
|
568K
$37.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-192- 2.07% |
$10K - $12.2K
|
9.08K
$597K
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-7.95K- 50.0% |
$416K - $507K
|
7.95K
$523K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-6.77K- 29.28% |
$354K - $431K
|
16.4K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
67.8K+ 699.14% |
$3.55M - $4.32M
|
77.5K
$5.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
17.3K+ 3.75% |
$906K - $1.1M
|
479K
$31.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-3.43K- 19.22% |
$180K - $219K
|
14.4K
$949K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-326- 4.05% |
$17.1K - $20.8K
|
7.73K
$509K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
5.45K+ 8.5% |
$285K - $347K
|
69.6K
$4.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.6K+ 104.46% |
$553K - $674K
|
20.7K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
389+ 2.01% |
$20.3K - $24.8K
|
19.7K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.3K+ 24.65% |
$329K - $401K
|
31.8K
$2.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13K- 34.72% |
$678K - $826K
|
24.4K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-275- 0.86% |
$14.4K - $17.5K
|
31.7K
$2.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
35.5K+ 16.47% |
$1.85M - $2.26M
|
251K
$16.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
3+ 0.08% |
$157 - $191
|
3.68K
$242K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.5K+ 2.7% |
$78.6K - $95.7K
|
57.2K
$3.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-310- 1.82% |
$16.2K - $19.8K
|
16.7K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.48K- 14.2% |
$129K - $158K
|
15K
$984K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
77.1K+ 18.77% |
$4.03M - $4.91M
|
488K
$32.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
3.47KNew |
$181K - $221K
|
3.47K
$228K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
8.22KNew |
$430K - $524K
|
8.22K
$541K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-841- 17.57% |
$44K - $53.6K
|
3.95K
$259K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.96K- 22.38% |
$103K - $125K
|
6.8K
$447K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-5.69K- 4.64% |
$298K - $363K
|
117K
$7.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
8.41K+ 55.05% |
$440K - $536K
|
23.7K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
123K+ 1041.82% |
$6.42M - $7.82M
|
134K
$8.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
36.6K+ 4.32% |
$1.92M - $2.33M
|
885K
$58.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
5.7K+ 5.31% |
$298K - $363K
|
113K
$7.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
6.86KNew |
$359K - $437K
|
6.86K
$451K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.38K- 1.02% |
$71.9K - $87.6K
|
133K
$8.77M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1- 0.01% |
$52.3 - $63.7
|
11.1K
$729K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6.32K+ 4.58% |
$330K - $402K
|
144K
$9.48M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-20.8K- 8.92% |
$1.09M - $1.32M
|
212K
$13.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
744+ 23.29% |
$38.9K - $47.4K
|
3.94K
$259K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
72.7KNew |
$3.8M - $4.63M
|
72.7K
$4.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
964KNew |
$50.4M - $61.4M
|
964K
$63.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
38+ 0.27% |
$1.99K - $2.42K
|
14K
$922K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
5+ 0.29% |
$262 - $319
|
1.76K
$115K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-601K- 96.86% |
$31.4M - $38.3M
|
19.5K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
41+ 0.22% |
$2.14K - $2.61K
|
18.4K
$1.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-798- 4.84% |
$41.7K - $50.8K
|
15.7K
$1.03M
|