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 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
95KNew |
$5.38M - $5.92M
|
95K
$6.39M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
231KNew |
$13.1M - $14.4M
|
231K
$15.5M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.39KNew |
$419K - $461K
|
7.39K
$497K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.11KNew |
$62.8K - $69.1K
|
1.11K
$74.6K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.31K+ 34.63% |
$74.4K - $81.9K
|
5.1K
$343K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.21K+ 3.55% |
$68.3K - $75.1K
|
35.1K
$2.36M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-472- 9.71% |
$26.7K - $29.4K
|
4.39K
$295K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
11.3KNew |
$639K - $703K
|
11.3K
$759K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.22K+ 42.09% |
$296K - $325K
|
17.6K
$1.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-82- 5.13% |
$4.65K - $5.11K
|
1.52K
$102K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
3.35KNew |
$190K - $209K
|
3.35K
$226K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-270- 5.42% |
$15.3K - $16.8K
|
4.71K
$317K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8.42KNew |
$477K - $525K
|
8.42K
$566K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-3.64KClosed |
$206K - $227K
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
4.03KNew |
$228K - $251K
|
4.03K
$271K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-1.33K- 16.87% |
$75.6K - $83.2K
|
6.57K
$442K
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
4.33KNew |
$245K - $270K
|
4.33K
$291K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-23- 0.41% |
$1.3K - $1.43K
|
5.63K
$379K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1- 0.4% |
$56.7 - $62.3
|
252
$17K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.4K+ 2.04% |
$79.3K - $87.3K
|
69.9K
$4.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6.36K+ 35.26% |
$360K - $396K
|
24.4K
$1.64M
|
|
| Q4 2023 | |||||||
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-30KClosed |
$1.46M - $1.81M
|
0
$0
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
411+ 79.5% |
$20.1K - $24.9K
|
928
$62.4K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-806- 2.18% |
$39.4K - $48.8K
|
36.2K
$2.44M
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4.88K+ 3.54% |
$238K - $295K
|
143K
$9.61M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
68New |
$3.32K - $4.11K
|
68
$4.58K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
11.8KNew |
$575K - $712K
|
11.8K
$792K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.87KNew |
$140K - $174K
|
2.87K
$193K
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-910- 13.73% |
$44.4K - $55.1K
|
5.72K
$385K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
605New |
$29.5K - $36.6K
|
605
$40.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-560- 4.73% |
$27.3K - $33.9K
|
11.3K
$759K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
103+ 31.69% |
$5.03K - $6.23K
|
428
$28.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
778New |
$38K - $47.1K
|
778
$52.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-90- 1.38% |
$4.39K - $5.45K
|
6.45K
$434K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.44KNew |
$168K - $208K
|
3.44K
$231K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
4.77KNew |
$233K - $288K
|
4.77K
$321K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
6.77KNew |
$331K - $410K
|
6.77K
$455K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-360- 9.29% |
$17.6K - $21.8K
|
3.52K
$237K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
54New |
$2.64K - $3.27K
|
54
$3.63K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
83+ 1.14% |
$4.05K - $5.02K
|
7.37K
$496K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6- 10.71% |
$293 - $363
|
50
$3.36K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
137+ 11.27% |
$6.69K - $8.29K
|
1.35K
$91K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
34.8KNew |
$1.7M - $2.1M
|
34.8K
$2.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
7.95KNew |
$388K - $481K
|
7.95K
$535K
|
|
|
Jan 23, 2024
Q4 2023
|
Peavine Capital, LLC
|
SELL
|
- |
-4.01K- 31.1% |
$196K - $243K
|
8.89K
$598K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.33KNew |
$455K - $564K
|
9.33K
$628K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-237- 16.34% |
$11.6K - $14.3K
|
1.21K
$81.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
25New |
$1.22K - $1.51K
|
25
$1.68K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.17K- 25.77% |
$57.1K - $70.8K
|
3.37K
$227K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
669New |
$32.7K - $40.5K
|
669
$45K
|
|