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 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.46K+ 11.08% |
$233K - $284K
|
44.7K
$3.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
65.3K+ 7.35% |
$3.42M - $4.16M
|
954K
$65.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
14.5K+ 19.23% |
$757K - $922K
|
89.7K
$6.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
101New |
$5.28K - $6.44K
|
101
$6.95K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.29K+ 2.59% |
$120K - $146K
|
90.7K
$6.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
6.5K+ 57.61% |
$340K - $414K
|
17.8K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
5.55K+ 1.88% |
$290K - $354K
|
302K
$20.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-805- 3.41% |
$42.1K - $51.3K
|
22.8K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
780+ 0.42% |
$40.8K - $49.7K
|
188K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8- 0.09% |
$418 - $510
|
9.23K
$635K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-806- 1.41% |
$42.2K - $51.4K
|
56.5K
$3.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.85K+ 47.96% |
$96.6K - $118K
|
5.7K
$392K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
12.8K+ 2.87% |
$669K - $815K
|
459K
$31.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.36K+ 5.48% |
$71.2K - $86.8K
|
26.2K
$1.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-133- 1.25% |
$6.96K - $8.47K
|
10.5K
$724K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
321KNew |
$16.8M - $20.4M
|
321K
$22.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.26K+ 7.85% |
$65.8K - $80.1K
|
17.3K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-595- 8.38% |
$31.1K - $37.9K
|
6.51K
$448K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
3.32K+ 1.97% |
$173K - $211K
|
172K
$11.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-1.55K- 2.46% |
$81.2K - $98.9K
|
61.6K
$4.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-304- 1.24% |
$15.9K - $19.4K
|
24.2K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.94K+ 32.57% |
$363K - $442K
|
28.2K
$1.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
374+ 7.1% |
$19.6K - $23.8K
|
5.65K
$388K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-1.28K- 1.95% |
$66.7K - $81.3K
|
64.2K
$4.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.97K+ 0.37% |
$208K - $253K
|
1.08M
$74.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
692+ 5.53% |
$36.2K - $44.1K
|
13.2K
$908K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.57K+ 3.6% |
$82.3K - $100K
|
45.3K
$3.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.13% |
$157 - $191
|
2.31K
$159K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-33.9K- 2.42% |
$1.77M - $2.16M
|
1.37M
$94M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
155+ 1.82% |
$8.11K - $9.88K
|
8.65K
$595K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
16.7K+ 14.3% |
$871K - $1.06M
|
133K
$9.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
93.6K+ 63.82% |
$4.9M - $5.97M
|
240K
$16.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
29.3K+ 22.85% |
$1.53M - $1.87M
|
158K
$10.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
27+ 0.07% |
$1.41K - $1.72K
|
38K
$2.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-114- 0.7% |
$5.96K - $7.26K
|
16.1K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
8.5K+ 25.88% |
$445K - $541K
|
41.3K
$2.84M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.61K- 35.34% |
$450K - $548K
|
15.7K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
573+ 0.36% |
$30K - $36.5K
|
161K
$11.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-8.05K- 16.18% |
$421K - $513K
|
41.7K
$2.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
49.4K+ 18.89% |
$2.58M - $3.15M
|
311K
$21.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.55K- 31.67% |
$133K - $162K
|
5.5K
$379K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-19.4K- 4.82% |
$1.02M - $1.24M
|
383K
$26.4M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
38+ 0.5% |
$1.99K - $2.42K
|
7.57K
$521K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.64K+ 197.08% |
$138K - $168K
|
3.97K
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.3K+ 2.73% |
$277K - $337K
|
200K
$13.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
90.7KNew |
$4.74M - $5.78M
|
90.7K
$6.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.3K+ 10.95% |
$749K - $913K
|
145K
$9.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3.35K+ 4.94% |
$175K - $213K
|
71K
$4.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
13K+ 139.32% |
$680K - $828K
|
22.3K
$1.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-123- 0.64% |
$6.43K - $7.84K
|
19K
$1.31M
|