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 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.04% |
$52.3 - $63.7
|
2.56K
$176K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.81K+ 4.1% |
$94.5K - $115K
|
45.8K
$3.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-624- 1.45% |
$32.6K - $39.8K
|
42.5K
$2.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-807- 2.3% |
$42.2K - $51.4K
|
34.3K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-88K- 17.05% |
$4.6M - $5.6M
|
428K
$29.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-416- 7.39% |
$21.8K - $26.5K
|
5.21K
$359K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.13% |
$52.3 - $63.7
|
781
$53.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
250+ 1.14% |
$13.1K - $15.9K
|
22.1K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-3.05K- 2.37% |
$159K - $194K
|
125K
$8.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
9.34KNew |
$488K - $595K
|
9.34K
$642K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
12.5K+ 64.81% |
$654K - $796K
|
31.8K
$2.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-38.8K- 9.31% |
$2.03M - $2.47M
|
378K
$26M
|
|
|
Aug 12, 2025
Q2 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
178+ 0.46% |
$9.31K - $11.3K
|
39.2K
$2.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
300K+ 115.71% |
$15.7M - $19.1M
|
559K
$38.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
56+ 933.33% |
$2.93K - $3.57K
|
62
$4.27K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-6.35K- 50.51% |
$332K - $405K
|
6.22K
$428K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-3.61K- 3.16% |
$189K - $230K
|
111K
$7.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-110- 3.78% |
$5.75K - $7.01K
|
2.8K
$193K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2K+ 4.35% |
$104K - $127K
|
47.9K
$3.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.4% |
$52.3 - $63.7
|
252
$17.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.83K+ 3.87% |
$200K - $244K
|
103K
$7.09M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.3K- 2.29% |
$1.17M - $1.42M
|
950K
$65.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-5.65K- 6.4% |
$295K - $360K
|
82.6K
$5.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
644+ 167.27% |
$33.7K - $41K
|
1.03K
$70.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.02% |
$52.3 - $63.7
|
4.58K
$315K
|
|
|
Aug 11, 2025
Q2 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-2.39K- 84.51% |
$125K - $152K
|
438
$30.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.25KNew |
$65.4K - $79.7K
|
1.25K
$86K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
6.95K+ 24.81% |
$364K - $443K
|
35K
$2.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.01% |
$52.3 - $63.7
|
9.16K
$630K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
4.67K+ 9.31% |
$244K - $297K
|
54.8K
$3.77M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
294+ 0.84% |
$15.4K - $18.7K
|
35.1K
$2.42M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-27.2K- 13.43% |
$1.42M - $1.73M
|
175K
$12.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11.4K+ 7.06% |
$594K - $724K
|
172K
$11.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.05K+ 45.23% |
$159K - $194K
|
9.78K
$673K
|
|
|
Aug 11, 2025
Q2 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-2.2K- 5.52% |
$115K - $140K
|
37.6K
$2.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.13K+ 14.14% |
$112K - $136K
|
17.2K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-443- 2.12% |
$23.2K - $28.2K
|
20.4K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
9.95KNew |
$520K - $634K
|
9.95K
$685K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.11K- 8.43% |
$215K - $262K
|
44.6K
$3.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.61% |
$52.3 - $63.7
|
164
$11.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-100- 2.87% |
$5.23K - $6.37K
|
3.38K
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.31K+ 32.06% |
$330K - $402K
|
26K
$1.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.16K+ 2.43% |
$60.7K - $73.9K
|
48.8K
$3.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.24K+ 0.83% |
$169K - $206K
|
394K
$27.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.34K+ 16.94% |
$69.8K - $85.1K
|
9.22K
$634K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.01K+ 20.94% |
$52.6K - $64K
|
5.81K
$399K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-36K- 19.99% |
$1.88M - $2.29M
|
144K
$9.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
415+ 6.47% |
$21.7K - $26.4K
|
6.83K
$470K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-220- 0.61% |
$11.5K - $14K
|
35.7K
$2.46M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-673- 1.13% |
$35.2K - $42.9K
|
59K
$4.06M
|