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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.98K+ 79.64% |
$234K - $272K
|
8.98K
$591K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
165K+ 24.57% |
$9.72M - $11.3M
|
838K
$55.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
67K+ 18.05% |
$3.94M - $4.57M
|
438K
$28.8M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.3K+ 30.3% |
$488K - $566K
|
35.7K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.09K+ 12.51% |
$123K - $143K
|
18.8K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-100- 50.0% |
$5.88K - $6.82K
|
100
$6.58K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.58M+ 27.01% |
$210M - $244M
|
16.8M
$1.11B
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
513+ 9.31% |
$30.2K - $35K
|
6.02K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-1- 0.13% |
$58.8 - $68.2
|
780
$51.3K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
640+ 5.74% |
$37.6K - $43.6K
|
11.8K
$776K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1+ 0.02% |
$58.8 - $68.2
|
5.48K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
11.7K+ 300.1% |
$689K - $799K
|
15.6K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.92K+ 2.55% |
$171K - $199K
|
117K
$7.7M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
71.1K+ 9.9% |
$4.18M - $4.85M
|
790K
$51.9M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
227K+ 28.54% |
$13.4M - $15.5M
|
1.02M
$67.3M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.35K- 20.29% |
$138K - $160K
|
9.21K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
488+ 1.4% |
$28.7K - $33.3K
|
35.2K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.51K+ 2.1% |
$206K - $239K
|
171K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.34KNew |
$314K - $364K
|
5.34K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
129+ 0.37% |
$7.59K - $8.8K
|
35.4K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
4+ 0.06% |
$235 - $273
|
6.64K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
SELL
|
- |
-5K- 5.24% |
$294K - $341K
|
90.5K
$5.95M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18New |
$1.06K - $1.23K
|
18
$1.18K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-169- 2.56% |
$9.94K - $11.5K
|
6.43K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.58KNew |
$211K - $244K
|
3.58K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
132K+ 63.04% |
$7.76M - $9M
|
341K
$22.4M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.97K+ 4.64% |
$116K - $134K
|
44.4K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
117KNew |
$6.88M - $7.98M
|
117K
$7.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-328K- 42.2% |
$19.3M - $22.4M
|
449K
$29.5M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2+ 0.06% |
$118 - $136
|
3.4K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.6KNew |
$1.97M - $2.29M
|
33.6K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
55.9KNew |
$3.29M - $3.81M
|
55.9K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-9.96K- 2.49% |
$585K - $679K
|
390K
$25.7M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.15K- 40.69% |
$127K - $147K
|
3.14K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14K+ 47.84% |
$823K - $954K
|
43.2K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
161+ 4.33% |
$9.47K - $11K
|
3.88K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-5- 2.69% |
$294 - $341
|
181
$11.9K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.57K- 3.14% |
$92.5K - $107K
|
48.5K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.5K+ 298.73% |
$855K - $992K
|
19.4K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
37.8K+ 5.93% |
$2.22M - $2.58M
|
675K
$44.4M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.99K+ 83.69% |
$294K - $340K
|
11K
$720K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.19K+ 5.76% |
$70.1K - $81.3K
|
21.9K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.2K+ 2107.85% |
$600K - $696K
|
10.7K
$703K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13- 1.55% |
$765 - $887
|
828
$54.4K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.13K- 2.31% |
$66.2K - $76.7K
|
47.7K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.41KNew |
$554K - $642K
|
9.41K
$619K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.6K+ 33.0% |
$1.62M - $1.88M
|
111K
$7.32M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.57K- 13.81% |
$92.3K - $107K
|
9.79K
$644K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.34K+ 8.87% |
$79K - $91.6K
|
16.5K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
9.34K+ 6.17% |
$549K - $637K
|
161K
$10.6M
|