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 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-455- 0.24% |
$28.9K - $31.7K
|
187K
$12.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-5.26K- 20.06% |
$333K - $366K
|
21K
$1.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-1.2K- 1.87% |
$76K - $83.6K
|
63K
$4.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-104- 1.68% |
$6.59K - $7.25K
|
6.1K
$410K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-58- 0.63% |
$3.68K - $4.04K
|
9.2K
$618K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.8K+ 11.3% |
$431K - $474K
|
67K
$4.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-37- 0.12% |
$2.35K - $2.58K
|
31.6K
$2.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.13K- 20.36% |
$71.8K - $78.9K
|
4.43K
$297K
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
10.1K+ 4.19% |
$638K - $701K
|
250K
$16.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-3.48K- 7.82% |
$221K - $243K
|
41K
$2.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
11K+ 2.83% |
$698K - $767K
|
400K
$26.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
32.9K+ 8.13% |
$2.08M - $2.29M
|
437K
$29.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.8K+ 5.34% |
$494K - $543K
|
154K
$10.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-333- 1.81% |
$21.1K - $23.2K
|
18.1K
$1.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
840+ 4.86% |
$53.3K - $58.5K
|
18.1K
$1.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
362K+ 45.9% |
$22.9M - $25.2M
|
1.15M
$77.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
2.56K+ 5.4% |
$162K - $178K
|
49.9K
$3.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.74KNew |
$237K - $261K
|
3.74K
$251K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.37K+ 3.88% |
$277K - $304K
|
117K
$7.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-2.52K- 5.44% |
$160K - $175K
|
43.7K
$2.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
30+ 0.28% |
$1.9K - $2.09K
|
10.8K
$725K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-504- 1.79% |
$32K - $35.1K
|
27.7K
$1.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.58K- 8.32% |
$100K - $110K
|
17.4K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
29.1K+ 115.89% |
$1.85M - $2.03M
|
54.3K
$3.64M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
103New |
$6.53K - $7.18K
|
103
$6.92K
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-577- 16.03% |
$36.6K - $40.2K
|
3.02K
$203K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-2.17K- 11.26% |
$138K - $151K
|
17.1K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.42K- 2.18% |
$90.3K - $99.2K
|
63.8K
$4.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.06K- 0.8% |
$67.3K - $73.9K
|
132K
$8.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
45+ 0.24% |
$2.85K - $3.14K
|
19.1K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
711+ 4.41% |
$45.1K - $49.5K
|
16.8K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
547+ 0.06% |
$34.7K - $38.1K
|
955K
$64.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-2.82K- 2.61% |
$179K - $196K
|
105K
$7.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
7.01K+ 4.47% |
$445K - $489K
|
164K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-5.84K- 5.17% |
$371K - $407K
|
107K
$7.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3KNew |
$190K - $209K
|
3K
$201K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
56+ 0.53% |
$3.55K - $3.9K
|
10.7K
$718K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
6.12K+ 5.42% |
$388K - $427K
|
119K
$8M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-4.63K- 3.4% |
$294K - $323K
|
132K
$8.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.13K- 0.24% |
$71.7K - $78.7K
|
478K
$32.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.89K+ 2.02% |
$183K - $201K
|
146K
$9.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-508- 2.62% |
$32.2K - $35.4K
|
18.9K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.39K+ 19.63% |
$215K - $236K
|
20.6K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
268+ 3.26% |
$17K - $18.7K
|
8.49K
$570K
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-41- 0.37% |
$2.6K - $2.86K
|
11.1K
$742K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-8.35K- 5.4% |
$529K - $582K
|
146K
$9.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-347- 1.47% |
$22K - $24.2K
|
23.3K
$1.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-247- 0.82% |
$15.7K - $17.2K
|
29.8K
$2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
137+ 0.02% |
$8.69K - $9.55K
|
669K
$44.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
4.76K+ 1.41% |
$302K - $332K
|
342K
$23M
|
|