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 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
26K+ 3.7% |
$1.36M - $1.66M
|
730K
$48M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
797+ 9.42% |
$41.7K - $50.8K
|
9.26K
$609K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
39.3K+ 90.75% |
$2.06M - $2.51M
|
82.6K
$5.43M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
119+ 1.76% |
$6.22K - $7.58K
|
6.87K
$451K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.52K- 3.34% |
$79.6K - $96.9K
|
44.1K
$2.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.67KNew |
$454K - $552K
|
8.67K
$570K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
791+ 3.6% |
$41.4K - $50.4K
|
22.7K
$1.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
65.3K+ 7.35% |
$3.42M - $4.16M
|
954K
$62.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.46K+ 11.08% |
$233K - $284K
|
44.7K
$2.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.02KNew |
$210K - $256K
|
4.02K
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-13.2K- 7.18% |
$688K - $838K
|
170K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-89.4K- 3.63% |
$4.68M - $5.7M
|
2.37M
$156M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-9.29K- 15.95% |
$486K - $592K
|
48.9K
$3.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
110+ 1.8% |
$5.75K - $7.01K
|
6.21K
$408K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.06K+ 28.5% |
$160K - $195K
|
13.8K
$907K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
14.5K+ 19.23% |
$757K - $922K
|
89.7K
$5.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
101New |
$5.28K - $6.44K
|
101
$6.64K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.29K+ 2.59% |
$120K - $146K
|
90.7K
$5.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.85K+ 47.96% |
$96.6K - $118K
|
5.7K
$375K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-130- 0.36% |
$6.8K - $8.28K
|
35.7K
$2.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
2.1K+ 7.51% |
$110K - $134K
|
30.1K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-806- 1.41% |
$42.2K - $51.4K
|
56.5K
$3.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8- 0.09% |
$418 - $510
|
9.23K
$607K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
780+ 0.42% |
$40.8K - $49.7K
|
188K
$12.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-805- 3.41% |
$42.1K - $51.3K
|
22.8K
$1.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
5.55K+ 1.88% |
$290K - $354K
|
302K
$19.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
6.5K+ 57.61% |
$340K - $414K
|
17.8K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-304- 1.24% |
$15.9K - $19.4K
|
24.2K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-1.55K- 2.46% |
$81.2K - $98.9K
|
61.6K
$4.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
3.32K+ 1.97% |
$173K - $211K
|
172K
$11.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-595- 8.38% |
$31.1K - $37.9K
|
6.51K
$428K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.26K+ 7.85% |
$65.8K - $80.1K
|
17.3K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
321KNew |
$16.8M - $20.4M
|
321K
$21.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-133- 1.25% |
$6.96K - $8.47K
|
10.5K
$692K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.36K+ 5.48% |
$71.2K - $86.8K
|
26.2K
$1.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
12.8K+ 2.87% |
$669K - $815K
|
459K
$30.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.94K+ 32.57% |
$363K - $442K
|
28.2K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
374+ 7.1% |
$19.6K - $23.8K
|
5.65K
$371K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
93.6K+ 63.82% |
$4.9M - $5.97M
|
240K
$15.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
16.7K+ 14.3% |
$871K - $1.06M
|
133K
$8.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
155+ 1.82% |
$8.11K - $9.88K
|
8.65K
$569K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-33.9K- 2.42% |
$1.77M - $2.16M
|
1.37M
$89.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.13% |
$157 - $191
|
2.31K
$152K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.57K+ 3.6% |
$82.3K - $100K
|
45.3K
$2.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
692+ 5.53% |
$36.2K - $44.1K
|
13.2K
$868K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.97K+ 0.37% |
$208K - $253K
|
1.08M
$71M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-1.28K- 1.95% |
$66.7K - $81.3K
|
64.2K
$4.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-8.05K- 16.18% |
$421K - $513K
|
41.7K
$2.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
573+ 0.36% |
$30K - $36.5K
|
161K
$10.6M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.61K- 35.34% |
$450K - $548K
|
15.7K
$1.04M
|