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 |
|---|---|---|---|---|---|---|---|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
57+ 0.13% |
$2.98K - $3.63K
|
45K
$3.1M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.6K- 7.68% |
$1.49M - $1.82M
|
343K
$23.6M
|
|
|
Sep 03, 2025
Q2 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
2.46K+ 2.14% |
$129K - $157K
|
118K
$8.09M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
513+ 3.97% |
$26.8K - $32.7K
|
13.4K
$924K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.7K- 39.77% |
$1.03M - $1.26M
|
29.9K
$2.06M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.56KNew |
$291K - $354K
|
5.56K
$383K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-271- 1.69% |
$14.2K - $17.3K
|
15.7K
$1.08M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.8K+ 24.24% |
$356K - $433K
|
34.9K
$2.4M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.83K+ 32.46% |
$148K - $180K
|
11.5K
$794K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
13.5K+ 86.62% |
$708K - $862K
|
29.2K
$2.01M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.44K- 50.39% |
$75.2K - $91.6K
|
1.42K
$97.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.95K+ 0.72% |
$102K - $124K
|
272K
$18.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.18K+ 5.16% |
$114K - $139K
|
44.3K
$3.05M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-49.4K- 7.32% |
$2.58M - $3.15M
|
625K
$43M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.2K+ 89.45% |
$586K - $714K
|
23.7K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
147New |
$7.69K - $9.37K
|
147
$10.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
95.1K+ 13.16% |
$4.98M - $6.06M
|
818K
$56.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.26K- 25.38% |
$118K - $144K
|
6.64K
$457K
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
1K+ 0.43% |
$52.3K - $63.7K
|
234K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.7K- 11.2% |
$666K - $812K
|
101K
$6.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.69K+ 7.4% |
$455K - $554K
|
126K
$8.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25KNew |
$1.31M - $1.6M
|
25K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.49K+ 8.24% |
$183K - $222K
|
45.8K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-37.2K- 26.78% |
$1.95M - $2.37M
|
102K
$7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.1K- 10.01% |
$790K - $963K
|
136K
$9.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-682K- 97.38% |
$35.7M - $43.5M
|
18.3K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.42K- 22.01% |
$74K - $90.2K
|
5.02K
$345K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-192- 0.26% |
$10K - $12.2K
|
72.8K
$5.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.17K+ 5.48% |
$61.2K - $74.6K
|
22.5K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
682+ 3.1% |
$35.7K - $43.5K
|
22.7K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
20.4K+ 69.47% |
$1.07M - $1.3M
|
49.8K
$3.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.55KNew |
$186K - $226K
|
3.55K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-513- 3.11% |
$26.8K - $32.7K
|
16K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 3.31% |
$80.5K - $98K
|
45K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-61.7K- 52.74% |
$3.23M - $3.93M
|
55.3K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.45K+ 3.52% |
$337K - $411K
|
190K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.54K+ 25.36% |
$237K - $289K
|
22.4K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
43+ 0.23% |
$2.25K - $2.74K
|
19K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-599- 1.35% |
$31.3K - $38.2K
|
43.8K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.24K+ 1.32% |
$117K - $143K
|
172K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.44% |
$52.3 - $63.7
|
230
$15.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
355New |
$18.6K - $22.6K
|
355
$24.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
2.53K+ 3.13% |
$132K - $161K
|
83.2K
$5.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
1.16MNew |
$60.7M - $73.9M
|
1.16M
$79.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
842K+ 15.66% |
$44M - $53.6M
|
6.22M
$428M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-17.3K- 20.99% |
$907K - $1.1M
|
65.2K
$4.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.83K+ 26.78% |
$148K - $180K
|
13.4K
$921K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
4.26KNew |
$223K - $271K
|
4.26K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3.36K- 40.96% |
$176K - $214K
|
4.84K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
4.07K+ 8.65% |
$213K - $259K
|
51.1K
$3.52M
|