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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-240- 1.32% |
$15.3K - $17.1K
|
17.9K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
259K+ 5.27% |
$16.5M - $18.4M
|
5.17M
$311M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-281- 1.99% |
$17.9K - $20K
|
13.8K
$831K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
136KNew |
$8.65M - $9.68M
|
136K
$8.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-674- 9.27% |
$42.9K - $48K
|
6.6K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
28.9K+ 4.45% |
$1.84M - $2.06M
|
679K
$40.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-404- 2.0% |
$25.7K - $28.7K
|
19.8K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10+ 0.27% |
$636 - $712
|
3.72K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
811+ 6.0% |
$51.6K - $57.7K
|
14.3K
$862K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
404+ 139.79% |
$25.7K - $28.7K
|
693
$41.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-616- 1.7% |
$39.2K - $43.8K
|
35.6K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
6.63KNew |
$422K - $472K
|
6.63K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200New |
$12.7K - $14.2K
|
200
$12K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
958+ 21.05% |
$60.9K - $68.2K
|
5.51K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
126K+ 34.51% |
$7.99M - $8.94M
|
490K
$29.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
20.7KNew |
$1.32M - $1.47M
|
20.7K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
18.7KNew |
$1.19M - $1.33M
|
18.7K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1.1KNew |
$69.9K - $78.3K
|
1.1K
$66.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
166KNew |
$10.6M - $11.8M
|
166K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.14K- 1.07% |
$72.2K - $80.8K
|
105K
$6.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10+ 0.27% |
$636 - $712
|
3.67K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.27K+ 1.94% |
$208K - $233K
|
172K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
749+ 0.94% |
$47.6K - $53.3K
|
80.3K
$4.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
120K+ 20.02% |
$7.62M - $8.53M
|
719K
$43.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.65K+ 9.44% |
$232K - $260K
|
42.3K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3.28KNew |
$208K - $233K
|
3.28K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
550New |
$35K - $39.1K
|
550
$33.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.7KNew |
$1.06M - $1.19M
|
16.7K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
60+ 0.22% |
$3.81K - $4.27K
|
27.4K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.97K- 11.46% |
$379K - $425K
|
46.1K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-52- 2.35% |
$3.31K - $3.7K
|
2.16K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-22.3K- 24.97% |
$1.42M - $1.59M
|
66.9K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.05K+ 4.34% |
$448K - $501K
|
170K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-42- 0.1% |
$2.67K - $2.99K
|
42.6K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
839New |
$53.3K - $59.7K
|
839
$50.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
10.4KNew |
$663K - $742K
|
10.4K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
3.64KNew |
$232K - $259K
|
3.64K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
781New |
$49.7K - $55.6K
|
781
$47K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.41KNew |
$89.8K - $100K
|
1.41K
$84.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-497K- 38.43% |
$31.6M - $35.3M
|
796K
$47.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
737+ 3.54% |
$46.9K - $52.4K
|
21.6K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-73.9K- 15.57% |
$4.7M - $5.26M
|
400K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.68K+ 123.3% |
$107K - $120K
|
3.05K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.4K+ 18.6% |
$2.63M - $2.95M
|
264K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
35.3KNew |
$2.25M - $2.51M
|
35.3K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-163- 1.56% |
$10.4K - $11.6K
|
10.3K
$620K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-237- 4.42% |
$15.1K - $16.9K
|
5.13K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.28K- 2.48% |
$81.4K - $91.1K
|
50.4K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
166New |
$10.6K - $11.8K
|
166
$9.98K
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
79.7KNew |
$5.07M - $5.67M
|
79.7K
$4.79M
|