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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
604+ 1.82% |
$35.8K - $39.5K
|
33.7K
$2.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-424- 6.92% |
$25.1K - $27.7K
|
5.7K
$392K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
820+ 92.13% |
$47.1K - $51.1K
|
1.71K
$118K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
419+ 167.6% |
$24.1K - $26.1K
|
669
$46K
|
|
|
Aug 14, 2024
Q2 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-8.59K- 53.23% |
$493K - $536K
|
7.55K
$519K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.81KNew |
$334K - $363K
|
5.81K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-136- 0.07% |
$7.81K - $8.48K
|
204K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-8.03K- 92.7% |
$461K - $501K
|
632
$43.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-683- 9.45% |
$39.2K - $42.6K
|
6.54K
$450K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
2+ 0.06% |
$115 - $125
|
3.47K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.32K- 0.08% |
$133K - $145K
|
2.72M
$187M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-265- 19.85% |
$15.2K - $16.5K
|
1.07K
$73.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
107+ 4.3% |
$6.14K - $6.67K
|
2.59K
$178K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
427+ 11.63% |
$24.5K - $26.6K
|
4.1K
$282K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
35New |
$2.01K - $2.18K
|
35
$2.41K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
284New |
$16.3K - $17.7K
|
284
$19.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-204- 93.15% |
$11.7K - $12.7K
|
15
$1.03K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.44KNew |
$197K - $214K
|
3.44K
$236K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.44KNew |
$197K - $214K
|
3.44K
$236K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22New |
$1.26K - $1.37K
|
22
$1.51K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-214- 5.74% |
$12.3K - $13.3K
|
3.51K
$242K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
8.79K+ 8.5% |
$505K - $548K
|
112K
$7.72M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
4.54KNew |
$261K - $283K
|
4.54K
$313K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-24.6K- 73.57% |
$1.41M - $1.53M
|
8.83K
$608K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
2.67K+ 17.78% |
$153K - $167K
|
17.7K
$1.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.3KNew |
$651K - $708K
|
11.3K
$781K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-3.63K- 11.21% |
$209K - $227K
|
28.8K
$1.98M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-213- 33.07% |
$12.2K - $13.3K
|
431
$29.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
144+ 400.0% |
$8.27K - $8.98K
|
180
$12.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-2.05K- 1.07% |
$118K - $128K
|
190K
$13.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.61KNew |
$150K - $163K
|
2.61K
$180K
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-40- 0.82% |
$2.3K - $2.49K
|
4.81K
$331K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
963New |
$55.3K - $60.1K
|
963
$66.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-91- 2.58% |
$5.23K - $5.68K
|
3.43K
$236K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-119K- 96.94% |
$6.82M - $7.41M
|
3.74K
$258K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 10.31% |
$574 - $624
|
107
$7.36K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-192- 4.13% |
$11K - $12K
|
4.45K
$306K
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
30+ 0.06% |
$1.72K - $1.87K
|
52.9K
$3.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-62- 0.3% |
$3.56K - $3.87K
|
20.7K
$1.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5.75K- 97.99% |
$330K - $359K
|
118
$8.12K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-602- 57.94% |
$34.6K - $37.5K
|
437
$30.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
241K+ 509.09% |
$13.9M - $15.1M
|
289K
$19.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.15K+ 5.32% |
$66.2K - $71.9K
|
22.8K
$1.57M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
206New |
$11.8K - $12.8K
|
206
$14.2K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-66- 1.68% |
$3.79K - $4.12K
|
3.86K
$266K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-48.3K- 6.42% |
$2.74M - $3.01M
|
704K
$48.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.51K+ 13.64% |
$539K - $593K
|
79.2K
$5.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.01K+ 61.35% |
$454K - $499K
|
21.1K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-589- 7.76% |
$33.4K - $36.7K
|
7K
$482K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1- -0.0% |
$56.7 - $62.3
|
20.3K
$1.4M
|
|