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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
9.97K+ 5.63% |
$522K - $636K
|
187K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
89+ 2.49% |
$4.66K - $5.67K
|
3.67K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
504+ 3.34% |
$26.4K - $32.1K
|
15.6K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
679+ 685.86% |
$35.5K - $43.3K
|
778
$53.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.98K+ 1.46% |
$260K - $317K
|
346K
$23.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
567+ 6.15% |
$29.7K - $36.1K
|
9.78K
$673K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.3K- 0.62% |
$329K - $401K
|
1.02M
$70M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.25K+ 1.62% |
$484K - $590K
|
580K
$39.9M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-736- 29.97% |
$38.5K - $46.9K
|
1.72K
$118K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.03K- 15.92% |
$53.8K - $65.5K
|
5.43K
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
29K+ 21.21% |
$1.52M - $1.85M
|
166K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
127K+ 15.15% |
$6.64M - $8.09M
|
965K
$66.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
69.2K+ 15.81% |
$3.62M - $4.41M
|
507K
$34.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-701- 1.99% |
$36.7K - $44.7K
|
34.5K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
132K+ 2631.12% |
$6.92M - $8.43M
|
137K
$9.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-22.5K- 13.17% |
$1.18M - $1.43M
|
148K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15K+ 42.03% |
$785K - $956K
|
50.7K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.71K- 30.33% |
$299K - $364K
|
13.1K
$903K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
583+ 9.68% |
$30.5K - $37.1K
|
6.61K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17.7K+ 80.33% |
$924K - $1.13M
|
39.7K
$2.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-515- 0.44% |
$26.9K - $32.8K
|
117K
$8.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-8.45K- 43.56% |
$442K - $539K
|
11K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-11.7K- 7.98% |
$610K - $743K
|
134K
$9.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
728New |
$38.1K - $46.4K
|
728
$50.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.09K- 3.39% |
$56.8K - $69.2K
|
31K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
78K+ 12.22% |
$4.08M - $4.97M
|
717K
$49.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.01% |
$105 - $127
|
35.4K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5+ 0.08% |
$262 - $319
|
6.64K
$457K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-5.44K- 8.82% |
$285K - $347K
|
56.2K
$3.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
223KNew |
$11.7M - $14.2M
|
223K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.44K+ 6.68% |
$389K - $474K
|
119K
$8.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
37.9K+ 12.7% |
$1.98M - $2.41M
|
336K
$23.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.3K+ 17.61% |
$225K - $274K
|
28.7K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20.6K+ 192.72% |
$1.08M - $1.31M
|
31.3K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
907New |
$47.4K - $57.8K
|
907
$62.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
127K+ 28.36% |
$6.66M - $8.11M
|
576K
$39.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-295- 3.01% |
$15.4K - $18.8K
|
9.51K
$654K
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-569- 3.14% |
$29.8K - $36.3K
|
17.6K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-9.29K- 5.12% |
$486K - $592K
|
172K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8.28KNew |
$433K - $528K
|
8.28K
$570K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4K+ 9.11% |
$209K - $255K
|
47.9K
$3.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
26.2KNew |
$1.37M - $1.67M
|
26.2K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.5K+ 16.71% |
$78.5K - $95.6K
|
10.5K
$721K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
72.4K+ 108.95% |
$3.78M - $4.61M
|
139K
$9.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-443- 6.81% |
$23.2K - $28.2K
|
6.07K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1K- 6.74% |
$52.5K - $64K
|
13.9K
$956K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
150KNew |
$7.87M - $9.58M
|
150K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
74.2K+ 15.6% |
$3.88M - $4.73M
|
550K
$37.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
11.6K+ 14.04% |
$608K - $741K
|
94.4K
$6.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.47K+ 3.04% |
$391K - $476K
|
253K
$17.4M
|