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 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.09K+ 16.21% |
$109K - $133K
|
15K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-2.03K- 36.85% |
$106K - $129K
|
3.47K
$239K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
19.8K+ 6.59% |
$1.04M - $1.26M
|
320K
$22M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.19K- 1.56% |
$62.3K - $75.9K
|
75.3K
$5.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.3K+ 29.89% |
$799K - $974K
|
66.4K
$4.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.4K+ 8.79% |
$913K - $1.11M
|
216K
$14.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.26K+ 12.49% |
$66.1K - $80.5K
|
11.4K
$783K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
61.3K+ 24.59% |
$3.21M - $3.91M
|
311K
$21.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
58.8K+ 175.12% |
$3.08M - $3.75M
|
92.4K
$6.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.41M+ 20.26% |
$178M - $217M
|
20.2M
$1.39B
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.2K- 10.61% |
$62.9K - $76.7K
|
10.1K
$697K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
29+ 0.27% |
$1.52K - $1.85K
|
10.8K
$741K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.15K- 26.45% |
$426K - $520K
|
22.7K
$1.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
5.71K+ 2.14% |
$299K - $364K
|
272K
$18.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
36.3K+ 83.83% |
$1.9M - $2.31M
|
79.5K
$5.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
87+ 1.09% |
$4.55K - $5.54K
|
8.09K
$557K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4.74K- 4.65% |
$248K - $302K
|
97K
$6.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
1.87MNew |
$98M - $119M
|
1.87M
$129M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
11.7K+ 12.95% |
$614K - $747K
|
102K
$7.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.2K- 8.87% |
$62.7K - $76.3K
|
12.3K
$847K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3.1K+ 1.06% |
$162K - $197K
|
295K
$20.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.5K+ 31.23% |
$131K - $159K
|
10.5K
$723K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-68- 0.03% |
$3.56K - $4.33K
|
196K
$13.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
3.95K+ 24.03% |
$207K - $252K
|
20.4K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
7.29K+ 13.79% |
$381K - $465K
|
60.2K
$4.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.57K- 4.34% |
$134K - $164K
|
56.7K
$3.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
4.87K+ 9.08% |
$255K - $310K
|
58.5K
$4.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.11K- 3.32% |
$215K - $262K
|
120K
$8.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.17K+ 13.37% |
$114K - $139K
|
18.4K
$1.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.9KNew |
$309K - $376K
|
5.9K
$406K
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
18.3K+ 7.16% |
$959K - $1.17M
|
274K
$18.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.35K- 1.95% |
$175K - $214K
|
169K
$11.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-35.8K- 9.93% |
$1.87M - $2.28M
|
325K
$22.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-80- 15.84% |
$4.18K - $5.1K
|
425
$29.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
13.9K+ 13.31% |
$729K - $888K
|
119K
$8.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.88KNew |
$203K - $247K
|
3.88K
$267K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
51.6KNew |
$2.7M - $3.29M
|
51.6K
$3.55M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
195+ 11.52% |
$10.2K - $12.4K
|
1.89K
$130K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.9K+ 1.88% |
$152K - $185K
|
157K
$10.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.8K- 2.31% |
$826K - $1.01M
|
669K
$46M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-18.5K- 3.27% |
$968K - $1.18M
|
547K
$37.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
788KNew |
$41.2M - $50.2M
|
788K
$54.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.27% |
$105 - $127
|
731
$50.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-38.9K- 2.87% |
$2.03M - $2.48M
|
1.32M
$90.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
53+ 0.84% |
$2.77K - $3.38K
|
6.39K
$440K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
10+ 0.27% |
$523 - $637
|
3.72K
$256K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.05K+ 6.83% |
$55K - $67K
|
16.4K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
771+ 42.27% |
$40.3K - $49.1K
|
2.6K
$179K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-7.33K- 61.64% |
$383K - $467K
|
4.56K
$314K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-19- 11.45% |
$994 - $1.21K
|
147
$10.1K
|