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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.89K+ 2.0% |
$183K - $205K
|
147K
$9.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
101+ 34.83% |
$6.42K - $7.19K
|
391
$26.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
512+ 2.01% |
$32.6K - $36.4K
|
25.9K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
32.1K+ 6.13% |
$2.04M - $2.28M
|
555K
$37.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
415+ 6.64% |
$26.4K - $29.5K
|
6.66K
$448K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
685+ 1.2% |
$43.6K - $48.7K
|
57.8K
$3.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
226+ 1.41% |
$14.4K - $16.1K
|
16.3K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.9KNew |
$248K - $278K
|
3.9K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.03K+ 8.74% |
$129K - $144K
|
25.2K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-7.37K- 8.1% |
$468K - $524K
|
83.6K
$5.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.18K+ 13.76% |
$393K - $440K
|
51.1K
$3.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
77+ 0.47% |
$4.9K - $5.48K
|
16.6K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
714+ 3.59% |
$45.4K - $50.8K
|
20.6K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
5.35K+ 5.79% |
$340K - $381K
|
97.9K
$6.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-804- 13.26% |
$51.1K - $57.2K
|
5.26K
$354K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
11+ 0.21% |
$699 - $783
|
5.27K
$354K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$127 - $142
|
28.7K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.6K- 7.46% |
$102K - $114K
|
19.9K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
665+ 3.78% |
$42.3K - $47.3K
|
18.3K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
246+ 176.98% |
$15.6K - $17.5K
|
385
$25.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
17.8K+ 11.5% |
$1.13M - $1.26M
|
172K
$11.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
20.3KNew |
$1.29M - $1.44M
|
20.3K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 0.26% |
$254 - $285
|
1.55K
$104K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-149- 7.12% |
$9.47K - $10.6K
|
1.95K
$131K
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-13.4K- 72.35% |
$853K - $954K
|
5.13K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-119K- 1.78% |
$7.55M - $8.45M
|
6.54M
$440M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.62% |
$63.6 - $71.2
|
163
$11K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
662+ 6.84% |
$42.1K - $47.1K
|
10.3K
$696K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 4.9% |
$678K - $758K
|
228K
$15.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
28+ 0.1% |
$1.78K - $1.99K
|
28K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
165+ 0.46% |
$10.5K - $11.7K
|
35.8K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.95K- 20.38% |
$442K - $494K
|
27.2K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.8K- 16.98% |
$178K - $199K
|
13.7K
$921K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
256+ 6.42% |
$16.3K - $18.2K
|
4.25K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
513+ 2.43% |
$32.6K - $36.5K
|
21.7K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
176+ 1.05% |
$11.2K - $12.5K
|
17K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-30- 0.47% |
$1.91K - $2.13K
|
6.35K
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.23K- 12.96% |
$269K - $301K
|
28.4K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-658- 1.54% |
$41.8K - $46.8K
|
41.9K
$2.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-616- 0.89% |
$39.2K - $43.8K
|
68.9K
$4.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.93K+ 4.72% |
$313K - $350K
|
109K
$7.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.84K+ 7.42% |
$244K - $273K
|
55.5K
$3.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
58+ 0.73% |
$3.69K - $4.13K
|
7.96K
$536K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-15.9K- 3.2% |
$1.01M - $1.13M
|
483K
$32.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
4K+ 6.26% |
$255K - $285K
|
68K
$4.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-2.02K- 0.21% |
$128K - $143K
|
950K
$63.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1.01K- 7.78% |
$64.5K - $72.1K
|
12K
$809K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
4.16K+ 9.65% |
$265K - $296K
|
47.3K
$3.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-8.1K- 1.72% |
$515K - $577K
|
463K
$31.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.35KNew |
$213K - $239K
|
3.35K
$226K
|