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 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
8.41K+ 55.05% |
$440K - $536K
|
23.7K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
123K+ 1041.82% |
$6.42M - $7.82M
|
134K
$8.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
5.7K+ 5.31% |
$298K - $363K
|
113K
$7.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
77.1K+ 18.77% |
$4.03M - $4.91M
|
488K
$32.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
964KNew |
$50.4M - $61.4M
|
964K
$63.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
38+ 0.27% |
$1.99K - $2.42K
|
14K
$922K
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
6.86KNew |
$359K - $437K
|
6.86K
$451K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.38K- 1.02% |
$71.9K - $87.6K
|
133K
$8.77M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1- 0.01% |
$52.3 - $63.7
|
11.1K
$729K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6.32K+ 4.58% |
$330K - $402K
|
144K
$9.48M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-20.8K- 8.92% |
$1.09M - $1.32M
|
212K
$13.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
72.7KNew |
$3.8M - $4.63M
|
72.7K
$4.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
744+ 23.29% |
$38.9K - $47.4K
|
3.94K
$259K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
76+ 2.09% |
$3.98K - $4.84K
|
3.72K
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
5+ 0.29% |
$262 - $319
|
1.76K
$115K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-601K- 96.86% |
$31.4M - $38.3M
|
19.5K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
41+ 0.22% |
$2.14K - $2.61K
|
18.4K
$1.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-798- 4.84% |
$41.7K - $50.8K
|
15.7K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
18.3K+ 6.11% |
$956K - $1.16M
|
318K
$20.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.59K- 2.14% |
$136K - $165K
|
119K
$7.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
694+ 13.68% |
$36.3K - $44.2K
|
5.77K
$379K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
164+ 4.87% |
$8.58K - $10.5K
|
3.53K
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5.74K+ 9.33% |
$300K - $366K
|
67.3K
$4.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.91K- 1.22% |
$152K - $185K
|
235K
$15.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-45.9K- 8.79% |
$2.4M - $2.92M
|
476K
$31.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.07K+ 15.61% |
$160K - $195K
|
22.7K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-40- 6.4% |
$2.09K - $2.55K
|
585
$38.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-1.57K- 12.5% |
$82.3K - $100K
|
11K
$724K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
665New |
$34.8K - $42.4K
|
665
$43.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
2.08K+ 0.96% |
$109K - $132K
|
218K
$14.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-11K- 2.74% |
$574K - $699K
|
389K
$25.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.28KNew |
$172K - $209K
|
3.28K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.43K+ 8.31% |
$74.9K - $91.2K
|
18.6K
$1.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
130K+ 4.89% |
$6.8M - $8.28M
|
2.79M
$183M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-492- 0.85% |
$25.7K - $31.4K
|
57.7K
$3.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
207+ 2.1% |
$10.8K - $13.2K
|
10K
$661K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
177+ 3.21% |
$9.26K - $11.3K
|
5.69K
$374K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.16K- 12.01% |
$165K - $201K
|
23.1K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
30.6K+ 28.93% |
$1.6M - $1.95M
|
136K
$8.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-7.09K- 1.55% |
$371K - $452K
|
452K
$29.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.13K+ 556.65% |
$59.1K - $72K
|
1.33K
$87.7K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.57K+ 12.87% |
$82K - $99.8K
|
13.7K
$903K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
243+ 4.84% |
$12.7K - $15.5K
|
5.27K
$346K
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$52.3 - $63.7
|
11.1K
$730K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.22K- 28.32% |
$221K - $269K
|
10.7K
$703K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.27% |
$52.3 - $63.7
|
374
$24.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-13K- 11.05% |
$679K - $827K
|
104K
$6.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.21K- 1.79% |
$63.1K - $76.8K
|
66K
$4.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
43K+ 12.13% |
$2.25M - $2.74M
|
398K
$26.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
118+ 0.52% |
$6.17K - $7.52K
|
22.9K
$1.51M
|