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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.5K+ 24.88% |
$2.19M - $2.41M
|
173K
$11.6M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
270New |
$17.1K - $18.8K
|
270
$18.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.85K- 1.82% |
$307K - $338K
|
261K
$17.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
11K+ 21.24% |
$695K - $763K
|
62.5K
$4.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5K+ 47.51% |
$317K - $348K
|
15.5K
$1.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9.77K+ 15.24% |
$619K - $681K
|
73.9K
$4.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.76K+ 697.62% |
$111K - $123K
|
2.01K
$135K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
97New |
$6.15K - $6.76K
|
97
$6.51K
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
SELL
|
- |
-19- 0.01% |
$1.2K - $1.32K
|
222K
$14.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
BUY
|
- |
888+ 2.59% |
$56.3K - $61.9K
|
35.1K
$2.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-35K- 2.66% |
$2.22M - $2.44M
|
1.28M
$86M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.34K+ 13.91% |
$212K - $233K
|
27.3K
$1.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-862K- 34.96% |
$54.7M - $60.1M
|
1.6M
$108M
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-32- 0.22% |
$2.03K - $2.23K
|
14.4K
$967K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2K+ 2.0% |
$127K - $140K
|
102K
$6.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-33- 0.06% |
$2.09K - $2.3K
|
51.3K
$3.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
450+ 0.74% |
$28.5K - $31.4K
|
61.3K
$4.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.8K+ 0.59% |
$177K - $195K
|
479K
$32.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$254 - $279
|
15K
$1M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
101+ 0.04% |
$6.4K - $7.04K
|
228K
$15.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
69+ 2.66% |
$4.38K - $4.81K
|
2.66K
$179K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-58.8K- 88.55% |
$3.73M - $4.1M
|
7.61K
$511K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.27% |
$127 - $139
|
733
$49.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
96+ 0.25% |
$6.09K - $6.69K
|
39K
$2.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
3K+ 0.46% |
$190K - $209K
|
660K
$44.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5.87K+ 1.83% |
$372K - $409K
|
326K
$21.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
1.45K+ 1.63% |
$91.7K - $101K
|
90.2K
$6.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
196+ 1.56% |
$12.4K - $13.7K
|
12.8K
$859K
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-720- 1.35% |
$45.7K - $50.2K
|
52.4K
$3.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-218- 1.36% |
$13.8K - $15.2K
|
15.8K
$1.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
632+ 11.28% |
$40.1K - $44K
|
6.24K
$419K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-14.4K- 2.63% |
$912K - $1M
|
533K
$35.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-69.6K- 48.72% |
$4.41M - $4.85M
|
73.3K
$4.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
25+ 0.16% |
$1.59K - $1.74K
|
15.3K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.16K- 20.0% |
$73.6K - $80.8K
|
4.64K
$312K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5+ 0.32% |
$317 - $348
|
1.56K
$105K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3.33K+ 93.36% |
$211K - $232K
|
6.9K
$463K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-5.47K- 1.21% |
$347K - $381K
|
446K
$30M
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
257+ 0.34% |
$16.3K - $17.9K
|
75.5K
$5.07M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.35K+ 11.72% |
$85.7K - $94.2K
|
12.9K
$866K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-679- 13.3% |
$43.1K - $47.3K
|
4.43K
$297K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.07KNew |
$258K - $283K
|
4.07K
$273K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
7.2K+ 1.76% |
$456K - $502K
|
416K
$27.9M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-67.9K- 5.56% |
$4.3M - $4.73M
|
1.15M
$77.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-273- 1.48% |
$17.3K - $19K
|
18.2K
$1.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
118+ 3.4% |
$7.48K - $8.22K
|
3.59K
$241K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
219+ 0.79% |
$13.9K - $15.3K
|
27.9K
$1.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
17+ 0.35% |
$1.08K - $1.18K
|
4.85K
$326K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.06K- 27.82% |
$66.9K - $73.5K
|
2.74K
$184K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-11.3K- 54.56% |
$716K - $787K
|
9.41K
$632K
|
|