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 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-962- 0.46% |
$57K - $62.8K
|
210K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.94K- 33.15% |
$293K - $323K
|
9.97K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
689+ 0.12% |
$40.8K - $45K
|
599K
$40.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.72K- 0.74% |
$102K - $113K
|
233K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.49KNew |
$385K - $424K
|
6.49K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
494+ 0.96% |
$29.3K - $32.3K
|
52.1K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4.18K+ 3.99% |
$248K - $273K
|
109K
$7.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-612- 11.78% |
$36.3K - $40K
|
4.58K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
467K+ 10.51% |
$27.7M - $30.5M
|
4.91M
$331M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.1K+ 8.83% |
$1.07M - $1.18M
|
223K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
230+ 0.31% |
$13.6K - $15K
|
75.4K
$5.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
794+ 1.37% |
$47K - $51.9K
|
58.6K
$3.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.51K- 38.24% |
$327K - $360K
|
8.91K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 8.63% |
$794K - $876K
|
169K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
172+ 3.24% |
$10.2K - $11.2K
|
5.48K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-25.1K- 5.02% |
$1.49M - $1.64M
|
474K
$31.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-1.57K- 6.47% |
$92.9K - $102K
|
22.7K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.94K+ 27.58% |
$115K - $126K
|
8.95K
$602K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
5.56K+ 16.77% |
$329K - $363K
|
38.7K
$2.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
50.6KNew |
$3M - $3.31M
|
50.6K
$3.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-237- 3.71% |
$14K - $15.5K
|
6.16K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-187- 0.5% |
$11.1K - $12.2K
|
37.4K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2+ 0.06% |
$119 - $131
|
3.4K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16+ 0.02% |
$948 - $1.05K
|
71.8K
$4.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.58K+ 68.12% |
$153K - $169K
|
6.37K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.25K+ 6.13% |
$74.2K - $81.8K
|
21.7K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
7.58KNew |
$449K - $495K
|
7.58K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
53New |
$3.14K - $3.46K
|
53
$3.57K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-169- 0.66% |
$10K - $11K
|
25.6K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
495+ 3.51% |
$29.3K - $32.3K
|
14.6K
$982K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-31- 0.27% |
$1.84K - $2.03K
|
11.6K
$782K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-143- 0.48% |
$8.47K - $9.34K
|
29.4K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
587New |
$34.8K - $38.3K
|
587
$39.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.96KNew |
$353K - $390K
|
5.96K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
269+ 4.16% |
$15.9K - $17.6K
|
6.73K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.22K+ 20.71% |
$72.3K - $79.7K
|
7.11K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
46.6K+ 6.6% |
$2.76M - $3.05M
|
754K
$50.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4+ 0.11% |
$237 - $261
|
3.71K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
551+ 9.72% |
$32.6K - $36K
|
6.22K
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
23+ 0.24% |
$1.36K - $1.5K
|
9.53K
$641K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.18K+ 8.13% |
$366K - $404K
|
82.2K
$5.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-3.9K- 1.29% |
$231K - $255K
|
297K
$20M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.44K+ 14.83% |
$85.2K - $93.9K
|
11.1K
$749K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-393- 0.78% |
$23.3K - $25.7K
|
49.7K
$3.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-25- 0.02% |
$1.48K - $1.63K
|
162K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.89K+ 4.22% |
$527K - $581K
|
220K
$14.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.24K+ 9.62% |
$133K - $146K
|
25.5K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
177+ 2.25% |
$10.5K - $11.6K
|
8.04K
$541K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.1KNew |
$1.19M - $1.32M
|
20.1K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.71KNew |
$101K - $112K
|
1.71K
$115K
|