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 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
498+ 0.99% |
$26.1K - $31.7K
|
50.8K
$3.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-28- 0.65% |
$1.46K - $1.78K
|
4.26K
$293K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.54K- 0.83% |
$342K - $416K
|
783K
$53.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
100K+ 28558.97% |
$5.24M - $6.39M
|
101K
$6.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
SELL
|
- |
-2.07K- 0.92% |
$108K - $132K
|
222K
$15.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
1.05K+ 2.34% |
$54.7K - $66.7K
|
45.7K
$3.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-69- 1.04% |
$3.61K - $4.4K
|
6.54K
$450K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-5.63K- 11.56% |
$295K - $359K
|
43.1K
$2.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-5.91K- 60.93% |
$309K - $377K
|
3.79K
$261K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
163KNew |
$8.51M - $10.4M
|
163K
$11.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.11K+ 11.79% |
$215K - $262K
|
39K
$2.68M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
12.6K+ 3.99% |
$659K - $803K
|
329K
$22.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-739- 12.99% |
$38.7K - $47.1K
|
4.95K
$341K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.6K+ 0.76% |
$976K - $1.19M
|
2.47M
$170M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.48K- 68.62% |
$77.2K - $94.1K
|
675
$46.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-544- 10.81% |
$28.5K - $34.7K
|
4.49K
$309K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.42K- 23.3% |
$440K - $536K
|
27.7K
$1.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
3.08K+ 23.59% |
$161K - $196K
|
16.1K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
17.1K+ 7.88% |
$895K - $1.09M
|
234K
$16.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
305K+ 823.37% |
$15.9M - $19.4M
|
342K
$23.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
5.26K+ 1.7% |
$275K - $335K
|
314K
$21.6M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.03K- 20.9% |
$472K - $575K
|
34.2K
$2.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-125- 0.26% |
$6.54K - $7.97K
|
48.6K
$3.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
29.6K+ 7.9% |
$1.55M - $1.89M
|
404K
$27.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.06K+ 17.53% |
$160K - $195K
|
20.5K
$1.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-750- 0.51% |
$39.2K - $47.8K
|
146K
$10M
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
100KNew |
$5.25M - $6.39M
|
100K
$6.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
2.91K+ 6.91% |
$152K - $185K
|
45K
$3.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-737- 0.97% |
$38.6K - $47K
|
75.2K
$5.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
97.3K+ 19.72% |
$5.09M - $6.2M
|
590K
$40.6M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.87K- 0.75% |
$97.6K - $119K
|
247K
$17M
|
|
|
Jul 30, 2025
Q2 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
11KNew |
$576K - $701K
|
11K
$757K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-684- 1.41% |
$35.8K - $43.6K
|
47.8K
$3.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.68K+ 4.95% |
$454K - $553K
|
184K
$12.7M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 45.61% |
$754K - $919K
|
46K
$3.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
22.2K+ 7.11% |
$1.16M - $1.41M
|
334K
$23M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
23.6K+ 199.75% |
$1.23M - $1.5M
|
35.4K
$2.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-79- 1.51% |
$4.13K - $5.03K
|
5.14K
$354K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.44K- 28.0% |
$494K - $602K
|
24.3K
$1.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
510+ 2.3% |
$26.7K - $32.5K
|
22.7K
$1.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4+ 0.09% |
$209 - $255
|
4.43K
$305K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.73K+ 0.53% |
$195K - $238K
|
707K
$48.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-295- 0.26% |
$15.4K - $18.8K
|
113K
$7.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
8.67K+ 3.83% |
$454K - $553K
|
235K
$16.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
576+ 0.86% |
$30.1K - $36.7K
|
67.9K
$4.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-367- 0.93% |
$19.2K - $23.4K
|
38.9K
$2.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-180- 5.2% |
$9.42K - $11.5K
|
3.28K
$226K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8.37K+ 3.23% |
$438K - $533K
|
267K
$18.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 3.85% |
$640K - $780K
|
306K
$21M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
12.7K+ 9.99% |
$665K - $810K
|
140K
$9.63M
|