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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-701- 6.81% |
$41.2K - $47.8K
|
9.59K
$660K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
251New |
$14.8K - $17.1K
|
251
$17.3K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
177+ 0.16% |
$10.4K - $12.1K
|
109K
$7.51M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
10.1K+ 62.04% |
$593K - $688K
|
26.3K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-255- 4.55% |
$15K - $17.4K
|
5.34K
$368K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1+ 0.25% |
$58.8 - $68.2
|
409
$28.1K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-449- 2.04% |
$26.4K - $30.6K
|
21.6K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-914- 17.52% |
$53.8K - $62.3K
|
4.3K
$296K
|
|
|
May 06, 2025
Q1 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.52KNew |
$207K - $240K
|
3.52K
$242K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11.2KNew |
$656K - $761K
|
11.2K
$768K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
53+ 0.96% |
$3.12K - $3.61K
|
5.56K
$382K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
82+ 2.08% |
$4.82K - $5.59K
|
4.03K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.11% |
$235 - $273
|
3.55K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
453+ 1.58% |
$26.6K - $30.9K
|
29.2K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.19K- 50.0% |
$70.1K - $81.3K
|
1.19K
$82K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.43KNew |
$143K - $166K
|
2.43K
$167K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.04K- 52.7% |
$296K - $343K
|
4.52K
$311K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-154- 1.48% |
$9.06K - $10.5K
|
10.2K
$704K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
19.6KNew |
$1.15M - $1.34M
|
19.6K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25.4KNew |
$1.49M - $1.73M
|
25.4K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
3.84KNew |
$226K - $262K
|
3.84K
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-51- 0.75% |
$3K - $3.48K
|
6.78K
$466K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.54K- 11.07% |
$208K - $241K
|
28.4K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
102K+ 5.91% |
$5.98M - $6.94M
|
1.82M
$125M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
762New |
$44.8K - $52K
|
762
$52.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-144- 0.37% |
$8.47K - $9.82K
|
39.1K
$2.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
146+ 1.57% |
$8.59K - $9.96K
|
9.47K
$652K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
3.74K+ 71.51% |
$220K - $255K
|
8.97K
$617K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
16.1KNew |
$944K - $1.09M
|
16.1K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-4.56K- 41.37% |
$268K - $311K
|
6.46K
$444K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-662- 16.11% |
$38.9K - $45.1K
|
3.45K
$237K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-370- 5.21% |
$21.8K - $25.2K
|
6.74K
$464K
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-65.2K- 34.34% |
$3.83M - $4.45M
|
125K
$8.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-4.71KClosed |
$277K - $321K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9+ 0.1% |
$529 - $614
|
9.28K
$638K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-925- 27.45% |
$54.4K - $63.1K
|
2.45K
$168K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-50- 0.68% |
$2.94K - $3.41K
|
7.34K
$505K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
66New |
$3.88K - $4.5K
|
66
$4.54K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
314+ 5.64% |
$18.5K - $21.4K
|
5.88K
$405K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22+ 1.63% |
$1.29K - $1.5K
|
1.38K
$94.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
343New |
$20.2K - $23.4K
|
343
$23.6K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
400+ 7.59% |
$23.5K - $27.3K
|
5.67K
$390K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
37.4K+ 4.98% |
$2.2M - $2.55M
|
788K
$54.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-3.12K- 7.06% |
$183K - $213K
|
41.1K
$2.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
134+ 8.06% |
$7.88K - $9.14K
|
1.8K
$124K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
984+ 8.19% |
$57.9K - $67.1K
|
13K
$895K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.72K+ 36.83% |
$160K - $185K
|
10.1K
$694K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
5.2KNew |
$306K - $355K
|
5.2K
$358K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-160- 0.46% |
$9.41K - $10.9K
|
34.8K
$2.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.67KNew |
$275K - $319K
|
4.67K
$321K
|