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 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.64KNew |
$214K - $248K
|
3.64K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.91K+ 262.37% |
$347K - $403K
|
8.16K
$536K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.7K+ 10.01% |
$981K - $1.14M
|
183K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
52.9K+ 35.4% |
$3.11M - $3.61M
|
202K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
441+ 4.56% |
$25.9K - $30.1K
|
10.1K
$666K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
44.9KNew |
$2.64M - $3.06M
|
44.9K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3+ 0.08% |
$176 - $205
|
3.71K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.39K+ 4.2% |
$140K - $163K
|
59.2K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-22.3K- 11.3% |
$1.31M - $1.52M
|
175K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.97K+ 31.11% |
$175K - $203K
|
12.5K
$824K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-279- 0.79% |
$16.4K - $19K
|
34.8K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
233+ 29.57% |
$13.7K - $15.9K
|
1.02K
$67.1K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.6KNew |
$743K - $862K
|
12.6K
$831K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
102K+ 19.01% |
$6M - $6.96M
|
638K
$42M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-137- 4.49% |
$8.06K - $9.34K
|
2.91K
$191K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-42.3K- 5.53% |
$2.49M - $2.89M
|
723K
$47.5M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
453K+ 6.03% |
$26.7M - $30.9M
|
7.97M
$524M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.39K+ 12.2% |
$141K - $163K
|
22K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
22.4K+ 104.62% |
$1.32M - $1.53M
|
43.8K
$2.88M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.3K- 5.88% |
$781K - $905K
|
213K
$14M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-991- 1.63% |
$58.3K - $67.6K
|
59.7K
$3.93M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-90- 0.91% |
$5.29K - $6.14K
|
9.81K
$645K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
17.7KNew |
$1.04M - $1.21M
|
17.7K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-50- 89.29% |
$2.94K - $3.41K
|
6
$395
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
13.8K+ 62.33% |
$810K - $939K
|
35.9K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.05K+ 5.92% |
$179K - $208K
|
54.6K
$3.59M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.61K- 6.49% |
$506K - $587K
|
124K
$8.15M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
926+ 1.85% |
$54.5K - $63.2K
|
51K
$3.35M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-5.87K- 15.47% |
$345K - $400K
|
32K
$2.11M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-622- 11.04% |
$36.6K - $42.4K
|
5.01K
$330K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.94K- 8.09% |
$232K - $269K
|
44.7K
$2.94M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.9K- 2.99% |
$1.76M - $2.04M
|
972K
$63.9M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-166- 3.16% |
$9.76K - $11.3K
|
5.09K
$335K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.69KNew |
$99.5K - $115K
|
1.69K
$111K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
272New |
$16K - $18.6K
|
272
$17.9K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
12.6K+ 3.33% |
$740K - $858K
|
391K
$25.7M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-90- 1.35% |
$5.29K - $6.14K
|
6.57K
$432K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-36- 0.09% |
$2.12K - $2.46K
|
42.2K
$2.77M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
246+ 0.17% |
$14.5K - $16.8K
|
147K
$9.7M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-393- 8.97% |
$23.1K - $26.8K
|
3.99K
$262K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
740+ 6.08% |
$43.5K - $50.5K
|
12.9K
$849K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
35+ 0.73% |
$2.06K - $2.39K
|
4.8K
$316K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59.8K- 8.04% |
$3.52M - $4.08M
|
685K
$45M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
844+ 4.48% |
$49.6K - $57.6K
|
19.7K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.15K+ 2.42% |
$67.7K - $78.5K
|
48.7K
$3.21M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-209- 2.61% |
$12.3K - $14.3K
|
7.81K
$514K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
421+ 2.47% |
$24.8K - $28.7K
|
17.4K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-84.9K- 99.59% |
$5M - $5.79M
|
351
$23.1K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
72.6KNew |
$4.27M - $4.95M
|
72.6K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
6.83K+ 6.98% |
$402K - $466K
|
105K
$6.89M
|