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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.4K+ 2.04% |
$79.3K - $87.3K
|
69.9K
$4.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6.36K+ 35.26% |
$360K - $396K
|
24.4K
$1.47M
|
|
| 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
$55.8K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4.88K+ 3.54% |
$238K - $295K
|
143K
$8.59M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
68New |
$3.32K - $4.11K
|
68
$4.09K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
11.8KNew |
$575K - $712K
|
11.8K
$708K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.87KNew |
$140K - $174K
|
2.87K
$173K
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-910- 13.73% |
$44.4K - $55.1K
|
5.72K
$344K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
605New |
$29.5K - $36.6K
|
605
$36.4K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
103+ 31.69% |
$5.03K - $6.23K
|
428
$25.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-90- 1.38% |
$4.39K - $5.45K
|
6.45K
$388K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
778New |
$38K - $47.1K
|
778
$46.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-560- 4.73% |
$27.3K - $33.9K
|
11.3K
$679K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.44KNew |
$168K - $208K
|
3.44K
$207K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
4.77KNew |
$233K - $288K
|
4.77K
$287K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
6.77KNew |
$331K - $410K
|
6.77K
$407K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
54New |
$2.64K - $3.27K
|
54
$3.25K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-360- 9.29% |
$17.6K - $21.8K
|
3.52K
$211K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
83+ 1.14% |
$4.05K - $5.02K
|
7.37K
$443K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
7.95KNew |
$388K - $481K
|
7.95K
$478K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
34.8KNew |
$1.7M - $2.1M
|
34.8K
$2.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
137+ 11.27% |
$6.69K - $8.29K
|
1.35K
$81.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6- 10.71% |
$293 - $363
|
50
$3.01K
|
|
|
Jan 23, 2024
Q4 2023
|
Peavine Capital, LLC
|
SELL
|
- |
-4.01K- 31.1% |
$196K - $243K
|
8.89K
$535K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-237- 16.34% |
$11.6K - $14.3K
|
1.21K
$72.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.33KNew |
$455K - $564K
|
9.33K
$561K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
25New |
$1.22K - $1.51K
|
25
$1.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.17K- 25.77% |
$57.1K - $70.8K
|
3.37K
$203K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
669New |
$32.7K - $40.5K
|
669
$40.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.6KNew |
$273K - $339K
|
5.6K
$337K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-81.3K- 7.17% |
$3.97M - $4.92M
|
1.05M
$63.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.21K- 16.7% |
$59.2K - $73.3K
|
6.05K
$363K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
6.95KNew |
$339K - $420K
|
6.95K
$418K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5.67K+ 4.35% |
$277K - $343K
|
136K
$8.18M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
116New |
$6.01K - $6.69K
|
116
$6.98K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.86KNew |
$200K - $223K
|
3.86K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
264New |
$13.7K - $15.2K
|
264
$15.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2KNew |
$104K - $115K
|
2K
$120K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11.8K- 41.15% |
$613K - $682K
|
16.9K
$1.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
3.81KNew |
$198K - $220K
|
3.81K
$229K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16K- 32.09% |
$829K - $923K
|
33.9K
$2.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.71K- 15.16% |
$140K - $156K
|
15.2K
$912K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
913New |
$47.3K - $52.7K
|
913
$54.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-4.41K- 1.6% |
$229K - $254K
|
271K
$16.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-46- 1.68% |
$2.38K - $2.65K
|
2.69K
$162K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
15.6KNew |
$808K - $899K
|
15.6K
$938K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.56K- 1.99% |
$133K - $148K
|
126K
$7.57M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
671+ 1.31% |
$34.8K - $38.7K
|
51.8K
$3.12M
|
|