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 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2- 0.04% |
$118 - $136
|
4.78K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.8KNew |
$637K - $738K
|
10.8K
$712K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-10.7K- 21.17% |
$629K - $729K
|
39.8K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.78KNew |
$399K - $462K
|
6.78K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
304+ 1.04% |
$17.9K - $20.7K
|
29.5K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
3.89K+ 2.73% |
$229K - $265K
|
146K
$9.61M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
5.26K+ 3.82% |
$309K - $359K
|
143K
$9.4M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
259+ 2.05% |
$15.2K - $17.7K
|
12.9K
$849K
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5.26K+ 3.06% |
$309K - $359K
|
177K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.04K- 29.75% |
$61.2K - $70.9K
|
2.46K
$162K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
667+ 4.69% |
$39.2K - $45.5K
|
14.9K
$980K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.91K- 1.29% |
$230K - $266K
|
298K
$19.6M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23.7K+ 8.61% |
$1.4M - $1.62M
|
300K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
419+ 12.79% |
$24.6K - $28.6K
|
3.7K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.11KClosed |
$65.5K - $76K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-7.49K- 17.57% |
$440K - $511K
|
35.1K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
81.2K+ 69374.36% |
$4.77M - $5.54M
|
81.3K
$5.35M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25K+ 562.96% |
$1.47M - $1.7M
|
29.4K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8K+ 47.06% |
$470K - $546K
|
25K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-622- 10.15% |
$36.6K - $42.4K
|
5.51K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-275- 5.01% |
$16.2K - $18.8K
|
5.21K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-51- 0.78% |
$3K - $3.48K
|
6.46K
$425K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.7K+ 29.42% |
$1.57M - $1.82M
|
117K
$7.72M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.1K+ 23.51% |
$182K - $211K
|
16.3K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
78.3KNew |
$4.6M - $5.34M
|
78.3K
$5.15M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5+ 0.04% |
$294 - $341
|
12.1K
$793K
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-62.7K- 93.62% |
$3.69M - $4.27M
|
4.27K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.84K+ 2.45% |
$167K - $194K
|
119K
$7.8M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6.99K+ 18.93% |
$411K - $476K
|
43.9K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33.6K+ 28.61% |
$1.97M - $2.29M
|
151K
$9.93M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.35K+ 80.19% |
$315K - $365K
|
12K
$791K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.55K+ 172.89% |
$562K - $651K
|
15.1K
$991K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-477- 9.62% |
$28.1K - $32.5K
|
4.48K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
252+ 0.6% |
$14.8K - $17.2K
|
42.2K
$2.77M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-32.6K- 9.31% |
$1.92M - $2.23M
|
318K
$20.9M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
11+ 0.43% |
$647 - $750
|
2.56K
$168K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
389+ 1.75% |
$22.9K - $26.5K
|
22.6K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.5K+ 6.28% |
$855K - $992K
|
246K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.14K+ 12.76% |
$537K - $623K
|
80.8K
$5.31M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
89+ 1.19% |
$5.23K - $6.07K
|
7.58K
$498K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-22- 0.06% |
$1.29K - $1.5K
|
36K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.3K- 18.58% |
$666K - $772K
|
49.6K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-599- 3.03% |
$35.2K - $40.9K
|
19.2K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.1K+ 5.05% |
$124K - $143K
|
43.8K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
51.9K+ 6.6% |
$3.05M - $3.54M
|
838K
$55.1M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-180- 8.34% |
$10.6K - $12.3K
|
1.98K
$130K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7+ 0.23% |
$412 - $477
|
3.01K
$198K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
8.18K+ 4.73% |
$481K - $558K
|
181K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-661- 23.86% |
$38.9K - $45.1K
|
2.11K
$139K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-200- 2.14% |
$11.8K - $13.6K
|
9.16K
$602K
|