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 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.74KNew |
$80.9K - $97.2K
|
1.74K
$117K
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-3.11K- 19.23% |
$145K - $174K
|
13.1K
$879K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6+ 0.2% |
$279 - $335
|
3.04K
$204K
|
|
| Q2 2022 | |||||||
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
300+ 4.84% |
$14K - $16.9K
|
6.5K
$437K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.27KNew |
$59K - $71.3K
|
1.27K
$85.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.8KClosed |
$83.9K - $101K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
682New |
$31.8K - $38.5K
|
682
$45.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.62KClosed |
$262K - $317K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21+ 0.19% |
$980 - $1.18K
|
10.8K
$727K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-18.2KClosed |
$850K - $1.03M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-415- 7.46% |
$19.4K - $23.4K
|
5.15K
$346K
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-13- 0.18% |
$606 - $733
|
7.25K
$488K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
34New |
$1.59K - $1.92K
|
34
$2.29K
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-3.9KClosed |
$182K - $220K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.64KClosed |
$217K - $262K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-3.69KClosed |
$172K - $208K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.07KNew |
$143K - $173K
|
3.07K
$207K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-53.6K- 89.23% |
$2.5M - $3.02M
|
6.47K
$435K
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-8.44KClosed |
$394K - $476K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
4.29K+ 100.0% |
$200K - $242K
|
8.59K
$578K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
746New |
$34.8K - $42.1K
|
746
$50.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-4.64K- 13.5% |
$216K - $262K
|
29.7K
$2M
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
16.7KNew |
$780K - $943K
|
16.7K
$1.12M
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-316Closed |
$14.7K - $17.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
6.08KNew |
$283K - $343K
|
6.08K
$409K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
30New |
$1.4K - $1.69K
|
30
$2.02K
|
|
|
Jul 08, 2022
Q2 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-4.56KClosed |
$213K - $257K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
26+ 6.81% |
$1.39K - $1.58K
|
408
$27.5K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-6.2KClosed |
$332K - $377K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4.69KClosed |
$251K - $285K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.65KNew |
$87.9K - $100K
|
1.65K
$111K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
5+ 0.13% |
$267 - $304
|
3.89K
$262K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.82KClosed |
$97.3K - $111K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.88KNew |
$101K - $114K
|
1.88K
$127K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-792Closed |
$42.3K - $48.2K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.96KClosed |
$265K - $301K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-145- 55.56% |
$7.75K - $8.82K
|
116
$7.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-132- 11.66% |
$7.06K - $8.03K
|
1K
$67.3K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
SELL
|
- |
-4.01KClosed |
$214K - $244K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-9.68KClosed |
$517K - $589K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-703Closed |
$39.8K - $44.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.76KNew |
$99.8K - $113K
|
1.76K
$118K
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-246KClosed |
$13.9M - $15.7M
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
160New |
$9.07K - $10.2K
|
160
$10.8K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
788New |
$43.1K - $46.8K
|
788
$53K
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-983Closed |
$53.8K - $58.4K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.22KNew |
$285K - $310K
|
5.22K
$351K
|
|
| Q2 2021 | |||||||
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.65KNew |
$92.7K - $97K
|
1.65K
$111K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-317- 30.69% |
$17.9K - $18.7K
|
716
$48.2K
|
|
|
Aug 16, 2021
Q2 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
736New |
$41.5K - $43.4K
|
736
$49.5K
|
|