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 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-983- 1.07% |
$51.4K - $62.6K
|
91K
$6.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-70.6K- 78.56% |
$3.69M - $4.5M
|
19.3K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
25.9K+ 3.03% |
$1.35M - $1.65M
|
880K
$60.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30.4K- 11.72% |
$1.59M - $1.94M
|
229K
$15.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-32.7K- 29.84% |
$1.71M - $2.08M
|
76.9K
$5.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
35.4KNew |
$1.85M - $2.26M
|
35.4K
$2.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-4.35K- 2.94% |
$227K - $277K
|
143K
$9.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.93K+ 10.37% |
$101K - $123K
|
20.6K
$1.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.53K+ 2.45% |
$80K - $97.5K
|
64.1K
$4.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-987- 10.18% |
$51.6K - $62.9K
|
8.71K
$600K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
7+ 0.17% |
$366 - $446
|
4.16K
$286K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.52KNew |
$184K - $224K
|
3.52K
$242K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.2K+ 4.68% |
$953K - $1.16M
|
408K
$28M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-2.58K- 5.65% |
$135K - $164K
|
43.1K
$2.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$52.3 - $63.7
|
13.1K
$899K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
2.76K+ 6.91% |
$144K - $176K
|
42.6K
$2.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
31K+ 10.2% |
$1.62M - $1.98M
|
335K
$23.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.14K+ 6.77% |
$426K - $518K
|
128K
$8.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-5.59K- 9.47% |
$292K - $356K
|
53.4K
$3.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-957- 3.52% |
$50.1K - $61K
|
26.2K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
559New |
$29.2K - $35.6K
|
559
$38.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
3.71KNew |
$194K - $236K
|
3.71K
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.21K+ 3.69% |
$220K - $268K
|
118K
$8.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.94K+ 6.33% |
$206K - $251K
|
66.2K
$4.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-610- 0.17% |
$31.9K - $38.9K
|
351K
$24.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
30K+ 210.26% |
$1.57M - $1.91M
|
44.2K
$3.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.04K+ 2.89% |
$54.4K - $66.2K
|
37K
$2.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.78K+ 1.1% |
$146K - $177K
|
257K
$17.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
485+ 1.12% |
$25.4K - $30.9K
|
43.7K
$3.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.87K+ 18.98% |
$202K - $246K
|
24.2K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
24+ 0.27% |
$1.26K - $1.53K
|
8.79K
$605K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
13.3K+ 21.85% |
$693K - $845K
|
73.9K
$5.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
22.8K+ 25.28% |
$1.19M - $1.45M
|
113K
$7.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.17KNew |
$166K - $202K
|
3.17K
$218K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6.02K+ 27.89% |
$315K - $384K
|
27.6K
$1.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25K+ 2.16% |
$1.31M - $1.59M
|
1.18M
$81.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.36% |
$785 - $956
|
4.2K
$289K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-280- 87.5% |
$14.6K - $17.8K
|
40
$2.75K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.4K+ 13.51% |
$439K - $535K
|
70.6K
$4.86M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-749- 49.97% |
$39.2K - $47.7K
|
750
$51.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
213New |
$11.1K - $13.6K
|
213
$14.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-4.68K- 4.85% |
$245K - $298K
|
91.7K
$6.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-836- 12.61% |
$43.7K - $53.3K
|
5.8K
$399K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-571- 0.2% |
$29.9K - $36.4K
|
289K
$19.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
59.5K+ 155.63% |
$3.11M - $3.79M
|
97.7K
$6.72M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-4.14K- 3.69% |
$217K - $264K
|
108K
$7.44M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.69K+ 5.94% |
$193K - $235K
|
65.7K
$4.52M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4.09K+ 2.45% |
$214K - $260K
|
171K
$11.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
18K+ 62.66% |
$939K - $1.14M
|
46.6K
$3.21M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.42K- 1.09% |
$74.3K - $90.5K
|
129K
$8.9M
|