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 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.01% |
$52.3 - $63.7
|
9.19K
$632K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-18.7K- 41.78% |
$977K - $1.19M
|
26K
$1.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
31.9K+ 13.64% |
$1.67M - $2.03M
|
266K
$18.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
654+ 2.56% |
$34.2K - $41.7K
|
26.2K
$1.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.79K- 7.01% |
$93.4K - $114K
|
23.7K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.43K- 37.02% |
$179K - $219K
|
5.84K
$402K
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
31.3K+ 15.09% |
$1.64M - $2M
|
239K
$16.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
313New |
$16.4K - $19.9K
|
313
$21.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
1.19K+ 3.96% |
$62.1K - $75.6K
|
31.2K
$2.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
43.7K+ 5.22% |
$2.29M - $2.79M
|
881K
$60.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.9K+ 228.99% |
$99.2K - $121K
|
2.72K
$187K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.96K+ 2.78% |
$207K - $252K
|
146K
$10.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-5.64K- 10.09% |
$295K - $359K
|
50.3K
$3.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.62K+ 3.5% |
$294K - $358K
|
166K
$11.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-546- 9.32% |
$28.6K - $34.8K
|
5.31K
$366K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
9.49K+ 32.3% |
$497K - $605K
|
38.9K
$2.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
23.5K+ 35.63% |
$1.23M - $1.49M
|
89.3K
$6.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-999- 0.74% |
$52.3K - $63.7K
|
133K
$9.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
728New |
$38.1K - $46.4K
|
728
$50.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
18.3K+ 103.18% |
$957K - $1.17M
|
36K
$2.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
362+ 17.02% |
$18.9K - $23.1K
|
2.49K
$171K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.64K+ 7.57% |
$504K - $614K
|
137K
$9.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.2K+ 4.88% |
$376K - $459K
|
155K
$10.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.66K+ 26.35% |
$191K - $233K
|
17.5K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
843+ 11.98% |
$44.1K - $53.7K
|
7.88K
$542K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
21+ 0.03% |
$1.1K - $1.34K
|
74.6K
$5.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.57K+ 26.1% |
$187K - $228K
|
17.3K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
24.4KNew |
$1.28M - $1.56M
|
24.4K
$1.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
143K+ 327.63% |
$7.5M - $9.14M
|
187K
$12.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.63K+ 2.18% |
$137K - $167K
|
123K
$8.47M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
69.1K+ 6.01% |
$3.62M - $4.4M
|
1.22M
$83.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-7.7K- 38.08% |
$403K - $491K
|
12.5K
$862K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.06K- 94.15% |
$108K - $131K
|
128
$8.81K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.26K+ 44.41% |
$171K - $208K
|
10.6K
$730K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
25.3K+ 12.21% |
$1.32M - $1.61M
|
232K
$16M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
37.6K+ 18.57% |
$1.96M - $2.39M
|
240K
$16.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6+ 0.12% |
$314 - $382
|
4.97K
$342K
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
59.4K+ 17.0% |
$3.11M - $3.78M
|
409K
$28.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.33K+ 24.91% |
$69.6K - $84.8K
|
6.67K
$459K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
1.16K+ 0.32% |
$60.8K - $74.1K
|
364K
$25.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
6+ 0.05% |
$314 - $382
|
12.8K
$879K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-3.07K- 3.34% |
$160K - $195K
|
88.8K
$6.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
384+ 0.32% |
$20.1K - $24.5K
|
119K
$8.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.26K+ 5.56% |
$275K - $335K
|
99.8K
$6.87M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3.57KNew |
$187K - $227K
|
3.57K
$245K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-49.2K- 60.53% |
$2.57M - $3.13M
|
32.1K
$2.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.5K+ 18.29% |
$2.12M - $2.58M
|
262K
$18M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.58K+ 4.72% |
$135K - $164K
|
57.2K
$3.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
15.2KNew |
$797K - $971K
|
15.2K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 46.51% |
$5.23K - $6.37K
|
315
$21.7K
|