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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
116KNew |
$6.9M - $7.61M
|
116K
$7.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
38+ 0.21% |
$2.25K - $2.48K
|
18.3K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
19.3K+ 49.51% |
$1.14M - $1.26M
|
58.3K
$3.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
3.27KNew |
$194K - $213K
|
3.27K
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-484- 2.22% |
$28.7K - $31.6K
|
21.3K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
656+ 6.88% |
$38.9K - $42.9K
|
10.2K
$686K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-223- 1.18% |
$13.2K - $14.6K
|
18.6K
$1.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-685- 2.88% |
$40.6K - $44.8K
|
23.1K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.4KNew |
$615K - $678K
|
10.4K
$698K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
39.6K+ 12.39% |
$2.35M - $2.59M
|
360K
$24.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.17K+ 268.81% |
$129K - $142K
|
2.98K
$200K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.54KNew |
$210K - $231K
|
3.54K
$238K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.12K- 10.84% |
$66.6K - $73.4K
|
9.25K
$622K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-24- 0.02% |
$1.42K - $1.57K
|
105K
$7.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-435- 0.35% |
$25.8K - $28.4K
|
124K
$8.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.53K- 1.21% |
$150K - $165K
|
207K
$13.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.07K+ 13.53% |
$63.2K - $69.6K
|
8.94K
$602K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
988+ 6.31% |
$58.5K - $64.5K
|
16.6K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.01K- 2.69% |
$119K - $131K
|
72.7K
$4.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.86K+ 3.31% |
$110K - $121K
|
57.9K
$3.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
7.91K+ 8.07% |
$469K - $517K
|
106K
$7.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-253- 1.84% |
$15K - $16.5K
|
13.5K
$910K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
175+ 100.0% |
$10.4K - $11.4K
|
350
$23.5K
|
|
|
Oct 30, 2024
Q3 2024
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
309+ 0.47% |
$18.3K - $20.2K
|
65.7K
$4.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
102+ 0.08% |
$6.04K - $6.66K
|
129K
$8.69M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.88K+ 12.94% |
$111K - $123K
|
16.4K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-454- 82.55% |
$26.9K - $29.7K
|
96
$6.46K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.28KNew |
$194K - $214K
|
3.28K
$221K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
9+ 0.26% |
$533 - $588
|
3.51K
$236K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
777+ 0.34% |
$46K - $50.8K
|
229K
$15.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.55KNew |
$210K - $232K
|
3.55K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-520- 1.6% |
$30.8K - $34K
|
32K
$2.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.8K+ 20.06% |
$1.76M - $1.95M
|
178K
$12M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
7.54K+ 2.78% |
$447K - $493K
|
279K
$18.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.47K+ 21.94% |
$146K - $161K
|
13.7K
$924K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.85K- 4.2% |
$110K - $121K
|
42.2K
$2.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 0.22% |
$5.93K - $6.53K
|
45.7K
$3.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
124K+ 157.17% |
$7.35M - $8.11M
|
203K
$13.7M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40.4K+ 4.36% |
$2.4M - $2.64M
|
967K
$65M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.43K+ 3.13% |
$84.6K - $93.3K
|
47.1K
$3.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-134- 0.64% |
$7.94K - $8.75K
|
20.8K
$1.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-216- 48.11% |
$12.8K - $14.1K
|
233
$15.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
7.68K+ 2.91% |
$455K - $501K
|
272K
$18.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.82K+ 2.12% |
$463K - $511K
|
377K
$25.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
2.02K+ 5.87% |
$120K - $132K
|
36.5K
$2.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.06K+ 0.77% |
$181K - $200K
|
399K
$26.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
4.27K+ 5.46% |
$253K - $279K
|
82.3K
$5.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.09K+ 9.18% |
$64.3K - $70.9K
|
12.9K
$869K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5+ 0.01% |
$296 - $327
|
58.6K
$3.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
264+ 16.73% |
$15.6K - $17.2K
|
1.84K
$124K
|