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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.91KNew |
$289K - $335K
|
4.91K
$338K
|
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
4.34K+ 3.08% |
$255K - $296K
|
145K
$9.99M
|
|
|
Aug 11, 2025
Q1 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-137K- 80.26% |
$8.05M - $9.33M
|
33.7K
$2.32M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-830- 70.16% |
$48.8K - $56.6K
|
353
$24.3K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-160K- 59.71% |
$9.43M - $10.9M
|
108K
$7.44M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-19- 11.45% |
$1.12K - $1.3K
|
147
$10.1K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
161New |
$9.47K - $11K
|
161
$11.1K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.37K- 79.56% |
$80.6K - $93.4K
|
352
$24.2K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
2+ 0.06% |
$118 - $136
|
3.54K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.41KNew |
$141K - $164K
|
2.41K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.12K- 28.1% |
$243K - $281K
|
10.6K
$726K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.51K- 23.96% |
$383K - $444K
|
20.6K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
12.3K+ 9.05% |
$724K - $840K
|
148K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
SELL
|
- |
-5K- 5.24% |
$294K - $341K
|
90.5K
$6.22M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18New |
$1.06K - $1.23K
|
18
$1.24K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-100- 50.0% |
$5.88K - $6.82K
|
100
$6.88K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1+ 0.02% |
$58.8 - $68.2
|
5.48K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.99K+ 83.69% |
$294K - $340K
|
11K
$754K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.41KNew |
$554K - $642K
|
9.41K
$648K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2- 0.04% |
$118 - $136
|
4.78K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2+ 0.06% |
$118 - $136
|
3.4K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.15K- 40.69% |
$127K - $147K
|
3.14K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
161+ 4.33% |
$9.47K - $11K
|
3.88K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-5- 2.69% |
$294 - $341
|
181
$12.5K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-275- 5.01% |
$16.2K - $18.8K
|
5.21K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
78.3KNew |
$4.6M - $5.34M
|
78.3K
$5.39M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-62.7K- 93.62% |
$3.69M - $4.27M
|
4.27K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
5.26K+ 3.82% |
$309K - $359K
|
143K
$9.83M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
419+ 12.79% |
$24.6K - $28.6K
|
3.7K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
89+ 1.19% |
$5.23K - $6.07K
|
7.58K
$521K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-180- 8.34% |
$10.6K - $12.3K
|
1.98K
$136K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
389+ 1.75% |
$22.9K - $26.5K
|
22.6K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
233+ 29.57% |
$13.7K - $15.9K
|
1.02K
$70.3K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.97K+ 31.11% |
$175K - $203K
|
12.5K
$862K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3+ 0.08% |
$176 - $205
|
3.71K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
44.9KNew |
$2.64M - $3.06M
|
44.9K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.91K+ 262.37% |
$347K - $403K
|
8.16K
$561K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.64KNew |
$214K - $248K
|
3.64K
$251K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.3K- 5.88% |
$781K - $905K
|
213K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
22.4K+ 104.62% |
$1.32M - $1.53M
|
43.8K
$3.02M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
926+ 1.85% |
$54.5K - $63.2K
|
51K
$3.51M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
272New |
$16K - $18.6K
|
272
$18.7K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-166- 3.16% |
$9.76K - $11.3K
|
5.09K
$350K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-622- 11.04% |
$36.6K - $42.4K
|
5.01K
$345K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-393- 8.97% |
$23.1K - $26.8K
|
3.99K
$274K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-36- 0.09% |
$2.12K - $2.46K
|
42.2K
$2.9M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-90- 1.35% |
$5.29K - $6.14K
|
6.57K
$452K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-209- 2.61% |
$12.3K - $14.3K
|
7.81K
$538K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.57K+ 3.95% |
$269K - $312K
|
120K
$8.27M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.3K- 52.27% |
$135K - $157K
|
2.1K
$145K
|