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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.43K+ 3.13% |
$84.6K - $93.3K
|
47.1K
$3.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-994- 5.35% |
$58.9K - $64.9K
|
17.6K
$1.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-134- 0.64% |
$7.94K - $8.75K
|
20.8K
$1.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-473- 3.5% |
$28K - $30.9K
|
13K
$889K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40.4K+ 4.36% |
$2.4M - $2.64M
|
967K
$65.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-33- 0.32% |
$1.96K - $2.16K
|
10.3K
$701K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-642- 2.19% |
$38K - $41.9K
|
28.7K
$1.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
7.68K+ 2.91% |
$455K - $501K
|
272K
$18.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-216- 48.11% |
$12.8K - $14.1K
|
233
$15.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
237+ 0.68% |
$14K - $15.5K
|
35.3K
$2.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.09K+ 9.18% |
$64.3K - $70.9K
|
12.9K
$881K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5+ 0.01% |
$296 - $327
|
58.6K
$4M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.53K+ 7.67% |
$90.6K - $99.9K
|
21.5K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.34K+ 39.56% |
$198K - $218K
|
11.8K
$804K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-325- 7.33% |
$19.3K - $21.2K
|
4.11K
$280K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
264+ 16.73% |
$15.6K - $17.2K
|
1.84K
$126K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.33K+ 4.73% |
$138K - $152K
|
51.7K
$3.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-173- 0.6% |
$10.3K - $11.3K
|
28.6K
$1.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.01K- 10.61% |
$59.6K - $65.7K
|
8.47K
$578K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
432+ 10.93% |
$25.6K - $28.2K
|
4.39K
$299K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
96K+ 4.25% |
$5.69M - $6.27M
|
2.35M
$160M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11+ 0.12% |
$652 - $719
|
9.26K
$631K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-57K- 5.65% |
$3.38M - $3.72M
|
952K
$64.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
10.5K+ 19.71% |
$624K - $688K
|
64K
$4.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.82K+ 2.12% |
$463K - $511K
|
377K
$25.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
2.02K+ 5.87% |
$120K - $132K
|
36.5K
$2.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
20.8K+ 6.28% |
$1.23M - $1.36M
|
351K
$24M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-189- 0.61% |
$11.2K - $12.3K
|
30.9K
$2.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
511+ 3.13% |
$30.3K - $33.4K
|
16.8K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.06K+ 0.77% |
$181K - $200K
|
399K
$27.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$59.3 - $65.3
|
9.68K
$660K
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
4.27K+ 5.46% |
$253K - $279K
|
82.3K
$5.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
12.7K+ 8.94% |
$751K - $828K
|
154K
$10.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.28K+ 8.09% |
$254K - $280K
|
57.2K
$3.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
180+ 2.33% |
$10.7K - $11.8K
|
7.91K
$539K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
425+ 1.43% |
$25.2K - $27.8K
|
30.1K
$2.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
8.46KNew |
$501K - $553K
|
8.46K
$577K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.19K+ 10.44% |
$130K - $143K
|
23.2K
$1.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.05K+ 3.7% |
$181K - $199K
|
85.5K
$5.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.3K- 6.85% |
$76.7K - $84.6K
|
17.6K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-57.4K- 0.85% |
$3.4M - $3.75M
|
6.66M
$454M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
21+ 0.85% |
$1.24K - $1.37K
|
2.49K
$169K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.83K+ 2.48% |
$167K - $185K
|
117K
$7.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 0.26% |
$237 - $261
|
1.55K
$106K
|
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-3.09K- 0.53% |
$183K - $202K
|
584K
$39.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
12.1K+ 16.12% |
$719K - $793K
|
87.5K
$5.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
3.33K+ 1.79% |
$197K - $218K
|
189K
$12.9M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.6K+ 10.87% |
$154K - $170K
|
26.5K
$1.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
26+ 0.18% |
$1.54K - $1.7K
|
14.3K
$973K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
27.1K+ 7.82% |
$1.61M - $1.77M
|
374K
$25.5M
|