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 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.06K+ 6.99% |
$108K - $131K
|
31.6K
$2.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
4.7K+ 41.52% |
$246K - $299K
|
16K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.05K+ 11.2% |
$473K - $577K
|
89.8K
$6.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$52.3 - $63.7
|
9.79K
$674K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.83K+ 26.15% |
$148K - $180K
|
13.7K
$940K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.41K+ 17.88% |
$335K - $408K
|
42.2K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.39K+ 3.07% |
$72.8K - $88.6K
|
46.7K
$3.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-16.3K- 1.76% |
$855K - $1.04M
|
912K
$62.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-31.8K- 88.63% |
$1.66M - $2.02M
|
4.08K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.3K+ 11.26% |
$593K - $723K
|
112K
$7.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
37+ 0.05% |
$1.94K - $2.36K
|
72.9K
$5.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.6K- 18.4% |
$241K - $293K
|
20.4K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.52KNew |
$79.4K - $96.7K
|
1.52K
$104K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-125K- 1.57% |
$6.55M - $7.98M
|
7.85M
$540M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$52.3 - $63.7
|
26.2K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
86.2K+ 681.82% |
$4.51M - $5.49M
|
98.8K
$6.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-573- 12.01% |
$30K - $36.5K
|
4.2K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.55K- 19.06% |
$81K - $98.7K
|
6.58K
$453K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
210New |
$11K - $13.4K
|
210
$14.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
6.54K+ 4.96% |
$342K - $416K
|
138K
$9.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
7.62K+ 1.95% |
$398K - $485K
|
398K
$27.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.13K- 26.82% |
$111K - $135K
|
5.8K
$399K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
237+ 4.31% |
$12.4K - $15.1K
|
5.74K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.54K- 2.05% |
$133K - $162K
|
121K
$8.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.56K- 46.09% |
$291K - $354K
|
6.5K
$447K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
25.3K+ 7.28% |
$1.32M - $1.61M
|
373K
$25.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-148- 1.75% |
$7.74K - $9.43K
|
8.29K
$570K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7+ 0.23% |
$366 - $446
|
3.02K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.12K+ 797.95% |
$163K - $199K
|
3.51K
$242K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
136+ 1.3% |
$7.11K - $8.67K
|
10.6K
$727K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.15K+ 4.66% |
$217K - $265K
|
93.4K
$6.42M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24KNew |
$1.26M - $1.53M
|
24K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-912- 0.39% |
$47.7K - $58.1K
|
230K
$15.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
89+ 0.51% |
$4.66K - $5.67K
|
17.5K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
87+ 4.13% |
$4.55K - $5.54K
|
2.2K
$151K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
5.66KNew |
$296K - $361K
|
5.66K
$390K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
15.7K+ 6.07% |
$820K - $999K
|
274K
$18.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
14.3K+ 58.89% |
$748K - $911K
|
38.6K
$2.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
SELL
|
- |
-105- 2.96% |
$5.49K - $6.69K
|
3.45K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.02K+ 16.77% |
$106K - $129K
|
14K
$967K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.4KNew |
$125K - $153K
|
2.4K
$165K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-141- 2.75% |
$7.38K - $8.98K
|
4.98K
$343K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-118K- 11.5% |
$6.16M - $7.5M
|
906K
$62.4M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.38K+ 30.8% |
$72.2K - $87.9K
|
5.86K
$403K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-48K- 66.17% |
$2.51M - $3.06M
|
24.5K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
232+ 3.42% |
$12.1K - $14.8K
|
7.01K
$482K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.45KNew |
$285K - $347K
|
5.45K
$375K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.2K+ 8.47% |
$115K - $140K
|
28.2K
$1.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12.3K+ 4.09% |
$641K - $781K
|
312K
$21.5M
|