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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.57K- 2.54% |
$163K - $179K
|
98.4K
$6.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
38+ 4.19% |
$2.41K - $2.65K
|
945
$63.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-959- 1.02% |
$60.8K - $66.8K
|
93.5K
$6.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.78K- 6.2% |
$113K - $124K
|
26.9K
$1.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
92.6K+ 10.5% |
$5.87M - $6.45M
|
974K
$65.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7.68K+ 16.03% |
$487K - $535K
|
55.6K
$3.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.26KNew |
$206K - $227K
|
3.26K
$219K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
220+ 5.24% |
$14K - $15.3K
|
4.42K
$297K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9+ 0.3% |
$571 - $627
|
3.03K
$203K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-333- 5.68% |
$21.1K - $23.2K
|
5.53K
$371K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
35+ 0.16% |
$2.22K - $2.44K
|
22.6K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.93K- 2.43% |
$122K - $134K
|
77.6K
$5.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.3K+ 16.29% |
$1.16M - $1.27M
|
130K
$8.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-17- 0.71% |
$1.08K - $1.18K
|
2.38K
$160K
|
|
|
Nov 13, 2025
Q3 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
15.8K+ 21.71% |
$1M - $1.1M
|
88.8K
$5.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.33K+ 16.0% |
$84K - $92.3K
|
9.61K
$645K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.2K+ 22.93% |
$1.98M - $2.17M
|
167K
$11.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
51.4K+ 6.28% |
$3.26M - $3.58M
|
869K
$58.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.4K- 80.39% |
$1.04M - $1.14M
|
4K
$269K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
591+ 1.87% |
$37.5K - $41.2K
|
32.1K
$2.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.52K- 30.39% |
$96.6K - $106K
|
3.49K
$234K
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-4K- 2.33% |
$254K - $279K
|
168K
$11.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
3.45KNew |
$219K - $240K
|
3.45K
$231K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.77K+ 18.06% |
$112K - $123K
|
11.5K
$775K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
91.1K+ 1586.69% |
$5.78M - $6.35M
|
96.9K
$6.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-49- 0.94% |
$3.11K - $3.41K
|
5.16K
$347K
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
1.77KNew |
$112K - $123K
|
1.77K
$119K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.66K+ 14.59% |
$232K - $255K
|
28.7K
$1.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
337+ 0.32% |
$21.4K - $23.5K
|
107K
$7.17M
|
|
|
Nov 13, 2025
Q3 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-6.6K- 35.24% |
$419K - $460K
|
12.1K
$814K
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.54K- 4.41% |
$97.8K - $107K
|
33.4K
$2.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-14K- 2.41% |
$886K - $973K
|
566K
$38M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
391K+ 6628.49% |
$24.8M - $27.3M
|
397K
$26.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
74.3K+ 17.35% |
$4.71M - $5.17M
|
502K
$33.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-173- 0.15% |
$11K - $12.1K
|
119K
$7.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-2.15K- 0.54% |
$136K - $150K
|
396K
$26.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.38K- 3.08% |
$87.2K - $95.8K
|
43.3K
$2.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
35.7K+ 14.09% |
$2.26M - $2.49M
|
289K
$19.4M
|
|
|
Nov 13, 2025
Q3 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.24K- 5.49% |
$205K - $226K
|
55.8K
$3.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.83KNew |
$623K - $685K
|
9.83K
$660K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
5.64K+ 4.5% |
$358K - $393K
|
131K
$8.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
172+ 0.84% |
$10.9K - $12K
|
20.6K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.17KNew |
$201K - $221K
|
3.17K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.46K- 5.57% |
$92.5K - $102K
|
24.7K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
63New |
$3.99K - $4.39K
|
63
$4.23K
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.94K+ 34.27% |
$123K - $135K
|
7.61K
$511K
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
3.52K+ 1.26% |
$223K - $245K
|
283K
$19M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-15.5K- 70.16% |
$985K - $1.08M
|
6.6K
$443K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.81K+ 2.54% |
$178K - $196K
|
113K
$7.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-122K- 73.81% |
$7.75M - $8.52M
|
43.4K
$2.91M
|
|