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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
804+ 17.03% |
$51.1K - $57.2K
|
5.53K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.87KNew |
$373K - $418K
|
5.87K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
61.9KNew |
$3.94M - $4.41M
|
61.9K
$3.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.42K- 3.8% |
$90.3K - $101K
|
36K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-21.4K- 3.49% |
$1.36M - $1.52M
|
590K
$35.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
195+ 3.74% |
$12.4K - $13.9K
|
5.41K
$325K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
11K+ 3.1% |
$699K - $783K
|
366K
$22M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9K+ 16.55% |
$756K - $846K
|
83.7K
$5.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
250+ 0.55% |
$15.9K - $17.8K
|
45.9K
$2.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
94.9K+ 42.71% |
$6.04M - $6.75M
|
317K
$19.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.1K+ 7.06% |
$3.12M - $3.49M
|
745K
$44.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4.25K- 1.18% |
$270K - $302K
|
355K
$21.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
140+ 2.7% |
$8.9K - $9.96K
|
5.33K
$321K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-259- 1.22% |
$16.5K - $18.4K
|
21.1K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.94K+ 0.62% |
$250K - $280K
|
637K
$38.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
21.8KNew |
$1.39M - $1.55M
|
21.8K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
17.2K+ 57.28% |
$1.09M - $1.22M
|
47.3K
$2.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.28% |
$636 - $712
|
3.52K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
85.3KNew |
$5.42M - $6.07M
|
85.3K
$5.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-161- 0.81% |
$10.2K - $11.5K
|
19.8K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
547+ 8.88% |
$34.8K - $38.9K
|
6.71K
$403K
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-250- 0.56% |
$15.9K - $17.8K
|
44.2K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
385+ 0.64% |
$24.5K - $27.4K
|
60.9K
$3.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-198- 2.61% |
$12.6K - $14.1K
|
7.38K
$444K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.91K+ 87.32% |
$185K - $207K
|
6.23K
$375K
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
21K+ 19.91% |
$1.34M - $1.5M
|
127K
$7.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.43K+ 9.36% |
$345K - $386K
|
63.4K
$3.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-658- 0.54% |
$41.8K - $46.8K
|
121K
$7.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
11.4K+ 13.46% |
$726K - $812K
|
96.2K
$5.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.6KNew |
$675K - $756K
|
10.6K
$639K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
91.3KNew |
$5.8M - $6.49M
|
91.3K
$5.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-294- 1.27% |
$18.7K - $20.9K
|
22.8K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
3.11KNew |
$198K - $222K
|
3.11K
$187K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.81K+ 1.0% |
$115K - $129K
|
184K
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
14.1KNew |
$896K - $1M
|
14.1K
$847K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
11.1K+ 4.08% |
$705K - $789K
|
283K
$17M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
717New |
$45.6K - $51K
|
717
$43.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
256KNew |
$16.3M - $18.2M
|
256K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
19+ 0.04% |
$1.21K - $1.35K
|
51.5K
$3.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-15.1K- 7.38% |
$959K - $1.07M
|
189K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-7.7K- 38.08% |
$490K - $548K
|
12.5K
$753K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.51K+ 31.52% |
$287K - $321K
|
18.8K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
41+ 0.22% |
$2.61K - $2.92K
|
18.4K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
136KNew |
$8.67M - $9.7M
|
136K
$8.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
49+ 0.05% |
$3.12K - $3.49K
|
105K
$6.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.36K- 1.1% |
$86.7K - $97K
|
123K
$7.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
45.4KNew |
$2.89M - $3.23M
|
45.4K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.91K- 2.91% |
$376K - $421K
|
197K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-401- 68.31% |
$25.5K - $28.5K
|
186
$11.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.31K- 8.49% |
$465K - $520K
|
78.8K
$4.74M
|