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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.41M+ 20.26% |
$178M - $217M
|
20.2M
$1.36B
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
1.87MNew |
$98M - $119M
|
1.87M
$126M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
1.16MNew |
$60.7M - $73.9M
|
1.16M
$78.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
964KNew |
$50.4M - $61.4M
|
964K
$64.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
842K+ 15.66% |
$44M - $53.6M
|
6.22M
$418M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
788KNew |
$41.2M - $50.2M
|
788K
$53M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
321KNew |
$16.8M - $20.4M
|
321K
$21.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
305K+ 823.37% |
$15.9M - $19.4M
|
342K
$23M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
300K+ 115.71% |
$15.7M - $19.1M
|
559K
$37.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
256K+ 176.36% |
$13.4M - $16.3M
|
400K
$26.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
223KNew |
$11.7M - $14.2M
|
223K
$15M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
163KNew |
$8.51M - $10.4M
|
163K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
150KNew |
$7.87M - $9.58M
|
150K
$10.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
143K+ 327.63% |
$7.5M - $9.14M
|
187K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
132K+ 2631.12% |
$6.92M - $8.43M
|
137K
$9.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
130K+ 4.89% |
$6.8M - $8.28M
|
2.79M
$188M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
127K+ 28.36% |
$6.66M - $8.11M
|
576K
$38.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
127K+ 15.15% |
$6.64M - $8.09M
|
965K
$64.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
123K+ 1041.82% |
$6.42M - $7.82M
|
134K
$9.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
102K+ 18.45% |
$5.35M - $6.52M
|
657K
$44.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
100KNew |
$5.25M - $6.39M
|
100K
$6.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
100K+ 28558.97% |
$5.24M - $6.39M
|
101K
$6.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
97.3K+ 19.72% |
$5.09M - $6.2M
|
590K
$39.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
95.1K+ 13.16% |
$4.98M - $6.06M
|
818K
$55M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
93.6K+ 63.82% |
$4.9M - $5.97M
|
240K
$16.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
90.7KNew |
$4.74M - $5.78M
|
90.7K
$6.1M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
86.2K+ 681.82% |
$4.51M - $5.49M
|
98.8K
$6.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
78K+ 12.22% |
$4.08M - $4.97M
|
717K
$48.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
77.1K+ 18.77% |
$4.03M - $4.91M
|
488K
$32.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
74.2K+ 15.6% |
$3.88M - $4.73M
|
550K
$37M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
72.7KNew |
$3.8M - $4.63M
|
72.7K
$4.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
72.4K+ 108.95% |
$3.78M - $4.61M
|
139K
$9.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
69.2K+ 15.81% |
$3.62M - $4.41M
|
507K
$34.1M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
69.1K+ 6.01% |
$3.62M - $4.4M
|
1.22M
$82.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
67.8K+ 699.14% |
$3.55M - $4.32M
|
77.5K
$5.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
65.3K+ 7.35% |
$3.42M - $4.16M
|
954K
$64.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62.4K+ 131.08% |
$3.26M - $3.98M
|
110K
$7.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
61.3K+ 24.59% |
$3.21M - $3.91M
|
311K
$20.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
59.5K+ 155.63% |
$3.11M - $3.79M
|
97.7K
$6.57M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
59.4K+ 17.0% |
$3.11M - $3.78M
|
409K
$27.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
58.8K+ 175.12% |
$3.08M - $3.75M
|
92.4K
$6.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
55.3K+ 19.62% |
$2.9M - $3.53M
|
337K
$22.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
51.6KNew |
$2.7M - $3.29M
|
51.6K
$3.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
49.4K+ 18.89% |
$2.58M - $3.15M
|
311K
$20.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
43.7K+ 5.22% |
$2.29M - $2.79M
|
881K
$59.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
43K+ 12.13% |
$2.25M - $2.74M
|
398K
$26.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.5K+ 18.29% |
$2.12M - $2.58M
|
262K
$17.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
39.3K+ 90.75% |
$2.06M - $2.51M
|
82.6K
$5.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
37.9K+ 12.7% |
$1.98M - $2.41M
|
336K
$22.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
37.6K+ 18.57% |
$1.96M - $2.39M
|
240K
$16.1M
|