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 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
8.5K+ 25.88% |
$445K - $541K
|
41.3K
$2.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-114- 0.7% |
$5.96K - $7.26K
|
16.1K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
27+ 0.07% |
$1.41K - $1.72K
|
38K
$2.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
29.3K+ 22.85% |
$1.53M - $1.87M
|
158K
$10.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
49.4K+ 18.89% |
$2.58M - $3.15M
|
311K
$20.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.55K- 31.67% |
$133K - $162K
|
5.5K
$362K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3.35K+ 4.94% |
$175K - $213K
|
71K
$4.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.3K+ 10.95% |
$749K - $913K
|
145K
$9.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
90.7KNew |
$4.74M - $5.78M
|
90.7K
$5.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.3K+ 2.73% |
$277K - $337K
|
200K
$13.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.64K+ 197.08% |
$138K - $168K
|
3.97K
$261K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
38+ 0.5% |
$1.99K - $2.42K
|
7.57K
$498K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-19.4K- 4.82% |
$1.02M - $1.24M
|
383K
$25.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
13K+ 139.32% |
$680K - $828K
|
22.3K
$1.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-123- 0.64% |
$6.43K - $7.84K
|
19K
$1.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-983- 1.07% |
$51.4K - $62.6K
|
91K
$5.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-70.6K- 78.56% |
$3.69M - $4.5M
|
19.3K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
25.9K+ 3.03% |
$1.35M - $1.65M
|
880K
$57.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30.4K- 11.72% |
$1.59M - $1.94M
|
229K
$15.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-32.7K- 29.84% |
$1.71M - $2.08M
|
76.9K
$5.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-987- 10.18% |
$51.6K - $62.9K
|
8.71K
$573K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.53K+ 2.45% |
$80K - $97.5K
|
64.1K
$4.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.93K+ 10.37% |
$101K - $123K
|
20.6K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-4.35K- 2.94% |
$227K - $277K
|
143K
$9.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
35.4KNew |
$1.85M - $2.26M
|
35.4K
$2.33M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
7+ 0.17% |
$366 - $446
|
4.16K
$273K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.52KNew |
$184K - $224K
|
3.52K
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.2K+ 4.68% |
$953K - $1.16M
|
408K
$26.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-2.58K- 5.65% |
$135K - $164K
|
43.1K
$2.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$52.3 - $63.7
|
13.1K
$859K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
2.76K+ 6.91% |
$144K - $176K
|
42.6K
$2.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
31K+ 10.2% |
$1.62M - $1.98M
|
335K
$22.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.14K+ 6.77% |
$426K - $518K
|
128K
$8.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.94K+ 6.33% |
$206K - $251K
|
66.2K
$4.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.21K+ 3.69% |
$220K - $268K
|
118K
$7.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
3.71KNew |
$194K - $236K
|
3.71K
$244K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
559New |
$29.2K - $35.6K
|
559
$36.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-957- 3.52% |
$50.1K - $61K
|
26.2K
$1.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-5.59K- 9.47% |
$292K - $356K
|
53.4K
$3.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-610- 0.17% |
$31.9K - $38.9K
|
351K
$23.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
30K+ 210.26% |
$1.57M - $1.91M
|
44.2K
$2.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
SELL
|
- |
-435K- 92.16% |
$22.7M - $27.7M
|
37K
$2.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.04K+ 2.89% |
$54.4K - $66.2K
|
37K
$2.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.78K+ 1.1% |
$146K - $177K
|
257K
$16.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
485+ 1.12% |
$25.4K - $30.9K
|
43.7K
$2.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.87K+ 18.98% |
$202K - $246K
|
24.2K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
24+ 0.27% |
$1.26K - $1.53K
|
8.79K
$578K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
13.3K+ 21.85% |
$693K - $845K
|
73.9K
$4.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
22.8K+ 25.28% |
$1.19M - $1.45M
|
113K
$7.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.17KNew |
$166K - $202K
|
3.17K
$209K
|