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 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
11.7K+ 4.6% |
$689K - $799K
|
266K
$17.5M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
41.8K+ 7.41% |
$2.46M - $2.85M
|
606K
$39.9M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-27.4K- 16.48% |
$1.61M - $1.87M
|
139K
$9.13M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
23+ 0.21% |
$1.35K - $1.57K
|
10.7K
$706K
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-49.1K- 35.74% |
$2.89M - $3.35M
|
88.2K
$5.8M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
8.44KNew |
$496K - $575K
|
8.44K
$555K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.3K- 52.27% |
$135K - $157K
|
2.1K
$138K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.57K+ 3.95% |
$269K - $312K
|
120K
$7.91M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
6+ 0.15% |
$353 - $409
|
3.98K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.84K+ 15.57% |
$578K - $671K
|
73K
$4.8M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-13.8K- 1.0% |
$809K - $938K
|
1.35M
$89.1M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
36K+ 5.41% |
$2.12M - $2.45M
|
701K
$46.1M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
1.12K+ 0.91% |
$65.6K - $76.1K
|
124K
$8.13M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.91K- 17.21% |
$112K - $130K
|
9.19K
$604K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-2.91K- 0.79% |
$171K - $198K
|
363K
$23.9M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.97K+ 0.53% |
$174K - $202K
|
566K
$37.2M
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-387- 6.2% |
$22.8K - $26.4K
|
5.86K
$385K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
10.1K+ 62.04% |
$593K - $688K
|
26.3K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-36- 0.14% |
$2.12K - $2.46K
|
25.5K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
81+ 0.11% |
$4.76K - $5.52K
|
76.5K
$5.03M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
177+ 0.16% |
$10.4K - $12.1K
|
109K
$7.18M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-458- 3.2% |
$26.9K - $31.2K
|
13.9K
$912K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
334+ 1.59% |
$19.6K - $22.8K
|
21.4K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
251New |
$14.8K - $17.1K
|
251
$16.5K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-701- 6.81% |
$41.2K - $47.8K
|
9.59K
$631K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
5.4K+ 1.52% |
$317K - $368K
|
361K
$23.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
156K+ 17.94% |
$9.16M - $10.6M
|
1.02M
$67.3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12K+ 30.71% |
$706K - $819K
|
51.1K
$3.36M
|
|
|
May 07, 2025
Q1 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
3.55K+ 13.43% |
$209K - $242K
|
30K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.01K+ 15.73% |
$59.6K - $69.2K
|
7.46K
$491K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
97+ 0.56% |
$5.7K - $6.62K
|
17.4K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-255- 4.55% |
$15K - $17.4K
|
5.34K
$351K
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
978+ 1.23% |
$57.5K - $66.7K
|
80.7K
$5.31M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-857- 2.14% |
$50.4K - $58.4K
|
39.3K
$2.58M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1+ 0.25% |
$58.8 - $68.2
|
409
$26.9K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3+ 0.19% |
$176 - $205
|
1.56K
$102K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
19.4K+ 6.91% |
$1.14M - $1.33M
|
301K
$19.8M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-449- 2.04% |
$26.4K - $30.6K
|
21.6K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.2K- 1.39% |
$188K - $218K
|
226K
$14.9M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-78- 0.61% |
$4.59K - $5.32K
|
12.7K
$833K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.79K+ 6.07% |
$164K - $190K
|
48.7K
$3.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
544+ 42.5% |
$32K - $37.1K
|
1.82K
$120K
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
4.47K+ 11.86% |
$263K - $305K
|
42.1K
$2.77M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-17K- 10.65% |
$998K - $1.16M
|
142K
$9.36M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.66K- 5.88% |
$333K - $386K
|
90.6K
$5.96M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
6+ 0.12% |
$353 - $409
|
4.96K
$326K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-914- 17.52% |
$53.8K - $62.3K
|
4.3K
$283K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-29.3K- 6.57% |
$1.72M - $2M
|
416K
$27.4M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.07K+ 24.69% |
$121K - $141K
|
10.4K
$686K
|
|
|
May 06, 2025
Q1 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.52KNew |
$207K - $240K
|
3.52K
$231K
|