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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
23.3K+ 4.57% |
$1.16M - $1.28M
|
534K
$35.1M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
206KNew |
$10.3M - $11.3M
|
206K
$13.6M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
206KNew |
$10.3M - $11.3M
|
206K
$13.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
251New |
$12.5K - $13.8K
|
251
$16.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
12.2KNew |
$611K - $671K
|
12.2K
$805K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
141+ 16.41% |
$7.1K - $8.15K
|
1K
$65.8K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
805+ 248.46% |
$40.5K - $46.5K
|
1.13K
$74.2K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-71- 0.37% |
$3.57K - $4.1K
|
19.1K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
350New |
$17.6K - $20.2K
|
350
$23K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-97- 6.23% |
$4.88K - $5.61K
|
1.46K
$96.1K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
16.9K+ 42.47% |
$852K - $978K
|
56.8K
$3.73M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
59.7KNew |
$3.01M - $3.45M
|
59.7K
$3.93M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
135KNew |
$6.79M - $7.8M
|
135K
$8.87M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
188+ 1.46% |
$9.47K - $10.9K
|
13K
$858K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
849+ 9.54% |
$42.7K - $49.1K
|
9.74K
$641K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
4.4KNew |
$222K - $254K
|
4.4K
$289K
|
|
| Q4 2022 | |||||||
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.27KNew |
$204K - $234K
|
4.27K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
826New |
$39.5K - $45.2K
|
826
$54.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
16New |
$764 - $876
|
16
$1.05K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
669+ 11.86% |
$32K - $36.6K
|
6.31K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.26KNew |
$347K - $397K
|
7.26K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
211New |
$10.1K - $11.5K
|
211
$13.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.04K+ 6.87% |
$49.8K - $57.1K
|
16.2K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
14+ 0.31% |
$669 - $766
|
4.48K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
4.03KNew |
$193K - $221K
|
4.03K
$265K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-160- 2.92% |
$7.64K - $8.76K
|
5.32K
$350K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.97KNew |
$333K - $381K
|
6.97K
$458K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9.77KNew |
$467K - $534K
|
9.77K
$642K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.85KNew |
$136K - $156K
|
2.85K
$188K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-700- 1.14% |
$33.4K - $38.3K
|
60.8K
$3.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
2.82K+ 2.87% |
$134K - $154K
|
101K
$6.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
254New |
$12.1K - $13.9K
|
254
$16.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
6.74KNew |
$322K - $369K
|
6.74K
$443K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
556New |
$26.6K - $30.4K
|
556
$36.6K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-800- 8.39% |
$37.2K - $44.7K
|
8.74K
$575K
|
|
|
Nov 22, 2022
Q3 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-12Closed |
$558 - $670
|
0
$0
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-200- 20.0% |
$9.29K - $11.2K
|
800
$52.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
55.5K+ 61.38% |
$2.58M - $3.1M
|
146K
$9.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.3KNew |
$895K - $1.08M
|
19.3K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.96K+ 140.5% |
$370K - $444K
|
13.6K
$896K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3.17K+ 1299.18% |
$147K - $177K
|
3.41K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
686New |
$31.9K - $38.3K
|
686
$45.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
674+ 47.27% |
$31.3K - $37.6K
|
2.1K
$138K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-3.26K- 28.83% |
$152K - $182K
|
8.05K
$529K
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-300- 4.65% |
$13.9K - $16.8K
|
6.16K
$405K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.3K- 91.7% |
$246K - $296K
|
480
$31.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
30+ 0.65% |
$1.39K - $1.68K
|
4.63K
$304K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-3.05K- 0.73% |
$142K - $170K
|
417K
$27.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.74KNew |
$80.9K - $97.2K
|
1.74K
$114K
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-3.11K- 19.23% |
$145K - $174K
|
13.1K
$860K
|
|