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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-288- 6.91% |
$17.1K - $18.8K
|
3.88K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2- 0.02% |
$119 - $131
|
9.28K
$633K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.71KNew |
$101K - $111K
|
1.71K
$116K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.25% |
$59.3 - $65.3
|
407
$27.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
4.63K+ 3.17% |
$275K - $303K
|
151K
$10.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
3.26K+ 19.57% |
$193K - $213K
|
19.9K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
9.42K+ 8.36% |
$558K - $615K
|
122K
$8.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.7K+ 6.19% |
$160K - $177K
|
46.4K
$3.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2- 0.02% |
$119 - $131
|
10.6K
$722K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-130K- 1.14% |
$7.69M - $8.48M
|
11.2M
$765M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
35.5K+ 22.31% |
$2.1M - $2.32M
|
194K
$13.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
3.1KNew |
$184K - $202K
|
3.1K
$211K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
5.22KNew |
$309K - $341K
|
5.22K
$356K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-819- 19.66% |
$48.5K - $53.5K
|
3.35K
$228K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
4.5KNew |
$267K - $294K
|
4.5K
$307K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 10.2% |
$111K - $123K
|
16.5K
$1.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.41K+ 4.41% |
$261K - $288K
|
104K
$7.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
17K+ 1.96% |
$1.01M - $1.11M
|
886K
$60.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
144KNew |
$8.52M - $9.39M
|
144K
$9.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.47K- 18.95% |
$146K - $161K
|
10.6K
$720K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.44K- 0.21% |
$85.1K - $93.8K
|
672K
$45.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-9- 0.02% |
$533 - $588
|
51.8K
$3.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-22.2K- 10.77% |
$1.31M - $1.45M
|
184K
$12.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-191- 8.18% |
$11.3K - $12.5K
|
2.15K
$146K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-4.73K- 20.32% |
$280K - $309K
|
18.5K
$1.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-424- 6.92% |
$25.1K - $27.7K
|
5.7K
$389K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7.08K+ 2.98% |
$420K - $463K
|
245K
$16.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.78K+ 9.21% |
$520K - $574K
|
104K
$7.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
604+ 1.82% |
$35.8K - $39.5K
|
33.7K
$2.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.01K- 0.7% |
$119K - $131K
|
284K
$19.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-14.9K- 2.91% |
$883K - $974K
|
497K
$33.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.2K+ 4.27% |
$71.2K - $78.5K
|
29.3K
$2M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
524+ 1.15% |
$31K - $34.2K
|
46.1K
$3.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
22.4K+ 9.0% |
$1.33M - $1.47M
|
272K
$18.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
15+ 0.72% |
$889 - $980
|
2.09K
$143K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 0.06% |
$711 - $784
|
21K
$1.44M
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
37+ 0.06% |
$2.19K - $2.42K
|
59K
$4.02M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
1.5KNew |
$88.8K - $97.9K
|
1.5K
$102K
|
|
| Q2 2024 | |||||||
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-70- 0.66% |
$4.02K - $4.37K
|
10.6K
$720K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
419+ 167.6% |
$24.1K - $26.1K
|
669
$45.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-8.59K- 53.23% |
$493K - $536K
|
7.55K
$515K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.75KNew |
$100K - $109K
|
1.75K
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.81KNew |
$334K - $363K
|
5.81K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-194- 8.07% |
$11.1K - $12.1K
|
2.21K
$151K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-165- 3.39% |
$9.47K - $10.3K
|
4.7K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
386+ 1.71% |
$22.2K - $24.1K
|
23K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.61K- 50.53% |
$207K - $225K
|
3.53K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-136- 0.07% |
$7.81K - $8.48K
|
204K
$13.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-8.03K- 92.7% |
$461K - $501K
|
632
$43.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-62- 1.12% |
$3.56K - $3.87K
|
5.49K
$374K
|
|