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 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.6K+ 2.57% |
$815K - $993K
|
622K
$42.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1.12K- 14.96% |
$58.4K - $71.1K
|
6.34K
$436K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
874+ 13.44% |
$45.7K - $55.7K
|
7.38K
$508K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.23K+ 43.66% |
$169K - $206K
|
10.6K
$732K
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-3.72K- 6.55% |
$195K - $237K
|
53.2K
$3.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.43K- 48.22% |
$232K - $283K
|
4.76K
$328K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62.4K+ 131.08% |
$3.26M - $3.98M
|
110K
$7.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
9New |
$471 - $573
|
9
$619
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-920- 2.96% |
$48.1K - $58.6K
|
30.1K
$2.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-111- 0.52% |
$5.81K - $7.07K
|
21.3K
$1.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
3.43KNew |
$179K - $218K
|
3.43K
$236K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 0.26% |
$209 - $255
|
1.56K
$107K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
175+ 1.45% |
$9.15K - $11.2K
|
12.3K
$843K
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
55.3K+ 19.62% |
$2.9M - $3.53M
|
337K
$23.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
5.47K+ 13.06% |
$286K - $349K
|
47.4K
$3.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.35K+ 37.73% |
$489K - $596K
|
34.1K
$2.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.7K+ 6.47% |
$141K - $172K
|
44.4K
$3.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-1.04K- 0.18% |
$54.6K - $66.5K
|
574K
$39.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-920- 1.49% |
$48.1K - $58.6K
|
60.8K
$4.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-12.4K- 6.44% |
$650K - $791K
|
181K
$12.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-59- 0.47% |
$3.09K - $3.76K
|
12.6K
$867K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
199+ 2.45% |
$10.4K - $12.7K
|
8.34K
$574K
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
13.3KNew |
$697K - $849K
|
13.3K
$917K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.72K- 5.02% |
$142K - $173K
|
51.4K
$3.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
343+ 7.64% |
$17.9K - $21.9K
|
4.83K
$332K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15K+ 91.78% |
$786K - $958K
|
31.4K
$2.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
18.5K+ 11.3% |
$968K - $1.18M
|
182K
$12.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.15K+ 1.4% |
$165K - $201K
|
227K
$15.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-16.2K- 13.2% |
$847K - $1.03M
|
107K
$7.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-25K- 0.43% |
$1.31M - $1.59M
|
5.83M
$401M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
13K+ 6.63% |
$679K - $828K
|
209K
$14.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
256K+ 176.36% |
$13.4M - $16.3M
|
400K
$27.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
25.1KNew |
$1.32M - $1.6M
|
25.1K
$1.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-341- 1.07% |
$17.8K - $21.7K
|
31.6K
$2.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
8.79K+ 10.98% |
$460K - $560K
|
88.8K
$6.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
31.6KNew |
$1.65M - $2.01M
|
31.6K
$2.17M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
7+ 0.18% |
$366 - $446
|
3.98K
$274K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.24K+ 11.17% |
$379K - $461K
|
72K
$4.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-763- 2.18% |
$39.9K - $48.6K
|
34.2K
$2.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8.11K+ 7.05% |
$424K - $517K
|
123K
$8.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.04K- 33.83% |
$54.4K - $66.3K
|
2.03K
$140K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.98K+ 4.46% |
$103K - $126K
|
46.3K
$3.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
353+ 4.56% |
$18.5K - $22.5K
|
8.09K
$557K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
109+ 2.13% |
$5.7K - $6.95K
|
5.23K
$360K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.7K- 3.44% |
$89.1K - $109K
|
47.9K
$3.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-3.45K- 48.96% |
$181K - $220K
|
3.6K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.28% |
$523 - $637
|
3.54K
$244K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 13.17% |
$200K - $243K
|
25.1K
$1.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
27K+ 173.13% |
$1.41M - $1.72M
|
42.6K
$2.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-18.7K- 44.73% |
$976K - $1.19M
|
23K
$1.59M
|