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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
964KNew |
$50.4M - $61.4M
|
964K
$63.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
321KNew |
$16.8M - $20.4M
|
321K
$21.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
130K+ 4.89% |
$6.8M - $8.28M
|
2.79M
$183M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
123K+ 1041.82% |
$6.42M - $7.82M
|
134K
$8.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
102K+ 18.45% |
$5.35M - $6.52M
|
657K
$43.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
93.6K+ 63.82% |
$4.9M - $5.97M
|
240K
$15.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
90.7KNew |
$4.74M - $5.78M
|
90.7K
$5.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
77.1K+ 18.77% |
$4.03M - $4.91M
|
488K
$32.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
72.7KNew |
$3.8M - $4.63M
|
72.7K
$4.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
67.8K+ 699.14% |
$3.55M - $4.32M
|
77.5K
$5.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
65.3K+ 7.35% |
$3.42M - $4.16M
|
954K
$62.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
59.5K+ 155.63% |
$3.11M - $3.79M
|
97.7K
$6.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
49.4K+ 18.89% |
$2.58M - $3.15M
|
311K
$20.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
43K+ 12.13% |
$2.25M - $2.74M
|
398K
$26.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
39.3K+ 90.75% |
$2.06M - $2.51M
|
82.6K
$5.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
36.6K+ 4.32% |
$1.92M - $2.33M
|
885K
$58.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
35.5K+ 16.47% |
$1.85M - $2.26M
|
251K
$16.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
35.4KNew |
$1.85M - $2.26M
|
35.4K
$2.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
31K+ 10.2% |
$1.62M - $1.98M
|
335K
$22.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
30.6K+ 28.93% |
$1.6M - $1.95M
|
136K
$8.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
30K+ 210.26% |
$1.57M - $1.91M
|
44.2K
$2.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
29.3K+ 22.85% |
$1.53M - $1.87M
|
158K
$10.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
26K+ 3.7% |
$1.36M - $1.66M
|
730K
$48M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
25.9K+ 3.03% |
$1.35M - $1.65M
|
880K
$57.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
25.1K+ 129.06% |
$1.31M - $1.6M
|
44.5K
$2.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25K+ 2.16% |
$1.31M - $1.59M
|
1.18M
$77.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
22.8K+ 25.28% |
$1.19M - $1.45M
|
113K
$7.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
18.3K+ 6.11% |
$956K - $1.16M
|
318K
$20.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.2K+ 4.68% |
$953K - $1.16M
|
408K
$26.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
18K+ 62.66% |
$939K - $1.14M
|
46.6K
$3.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
17.3K+ 3.75% |
$906K - $1.1M
|
479K
$31.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
16.7K+ 14.3% |
$871K - $1.06M
|
133K
$8.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.2K+ 2.75% |
$794K - $967K
|
568K
$37.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
14.5K+ 19.23% |
$757K - $922K
|
89.7K
$5.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.3K+ 10.95% |
$749K - $913K
|
145K
$9.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
13.3K+ 21.85% |
$693K - $845K
|
73.9K
$4.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
13K+ 139.32% |
$680K - $828K
|
22.3K
$1.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
12.8K+ 2.87% |
$669K - $815K
|
459K
$30.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.6K+ 104.46% |
$553K - $674K
|
20.7K
$1.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
10.1K+ 3.76% |
$529K - $645K
|
279K
$18.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.67KNew |
$454K - $552K
|
8.67K
$570K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
8.5K+ 25.88% |
$445K - $541K
|
41.3K
$2.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
8.41K+ 55.05% |
$440K - $536K
|
23.7K
$1.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.4K+ 13.51% |
$439K - $535K
|
70.6K
$4.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
8.22KNew |
$430K - $524K
|
8.22K
$541K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.14K+ 6.77% |
$426K - $518K
|
128K
$8.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
7.92K+ 7.34% |
$415K - $505K
|
116K
$7.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.94K+ 32.57% |
$363K - $442K
|
28.2K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
6.86KNew |
$359K - $437K
|
6.86K
$451K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
6.5K+ 57.61% |
$340K - $414K
|
17.8K
$1.17M
|