Latest Institutional Purchases of Dimensional ETF Tr U S Small C (DFAS)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr U S Small C (DFAS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.03M+ 18.13% |
$129M - $145M
|
13.2M
$853M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
714K+ 3665.73% |
$45.4M - $50.8M
|
733K
$47.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
557KNew |
$35.4M - $39.6M
|
557K
$35.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
537KNew |
$34.1M - $38.2M
|
537K
$34.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
521K+ 7.44% |
$33.1M - $37.1M
|
7.52M
$484M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
450K+ 7076.33% |
$28.6M - $32M
|
456K
$29.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
350K+ 34.31% |
$22.2M - $24.9M
|
1.37M
$88.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
297K+ 187.02% |
$18.9M - $21.1M
|
455K
$29.3M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
264K+ 5283.58% |
$16.8M - $18.8M
|
269K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
259K+ 5.27% |
$16.5M - $18.4M
|
5.17M
$333M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
256KNew |
$16.3M - $18.2M
|
256K
$16.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
255KNew |
$16.2M - $18.1M
|
255K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
233KNew |
$14.8M - $16.6M
|
233K
$15M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
224KNew |
$14.2M - $15.9M
|
224K
$14.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
214KNew |
$13.6M - $15.2M
|
214K
$13.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
203K+ 8.57% |
$12.9M - $14.4M
|
2.57M
$166M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
166KNew |
$10.6M - $11.8M
|
166K
$10.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
163K+ 40.91% |
$10.4M - $11.6M
|
563K
$36.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
159KNew |
$10.1M - $11.3M
|
159K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
144KNew |
$9.16M - $10.2M
|
144K
$9.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
136KNew |
$8.67M - $9.7M
|
136K
$8.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
136KNew |
$8.65M - $9.68M
|
136K
$8.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
132KNew |
$8.37M - $9.37M
|
132K
$8.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
126K+ 34.51% |
$7.99M - $8.94M
|
490K
$31.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 16.28% |
$7.73M - $8.65M
|
868K
$55.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
120K+ 20.02% |
$7.62M - $8.53M
|
719K
$46.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
120K+ 15.5% |
$7.62M - $8.53M
|
893K
$57.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
115K+ 1105.56% |
$7.29M - $8.16M
|
125K
$8.05M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
102KNew |
$6.51M - $7.29M
|
102K
$6.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
97.1K+ 12.89% |
$6.17M - $6.91M
|
851K
$54.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
94.9K+ 42.71% |
$6.04M - $6.75M
|
317K
$20.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
91.3KNew |
$5.8M - $6.49M
|
91.3K
$5.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
90.3KNew |
$5.74M - $6.43M
|
90.3K
$5.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
86.5K+ 12.75% |
$5.5M - $6.15M
|
765K
$49.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
85.3KNew |
$5.42M - $6.07M
|
85.3K
$5.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
83.1K+ 5.07% |
$5.28M - $5.91M
|
1.72M
$111M
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
79.7KNew |
$5.07M - $5.67M
|
79.7K
$5.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
73.1K+ 7.15% |
$4.65M - $5.2M
|
1.1M
$70.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
71.4KNew |
$4.54M - $5.08M
|
71.4K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70.1K+ 11.63% |
$4.46M - $4.99M
|
673K
$43.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
66.6K+ 101.09% |
$4.24M - $4.74M
|
133K
$8.53M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
61.9KNew |
$3.94M - $4.41M
|
61.9K
$3.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
58.4K+ 5.81% |
$3.72M - $4.16M
|
1.06M
$68.5M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
57.8K+ 5.98% |
$3.68M - $4.12M
|
1.02M
$66M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
56.6KNew |
$3.6M - $4.03M
|
56.6K
$3.64M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
50.5KNew |
$3.21M - $3.6M
|
50.5K
$3.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
49.7K+ 35.23% |
$3.16M - $3.54M
|
191K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
49.3K+ 2.1% |
$3.14M - $3.51M
|
2.4M
$155M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.1K+ 7.06% |
$3.12M - $3.49M
|
745K
$47.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
48.7KNew |
$3.09M - $3.46M
|
48.7K
$3.13M
|