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 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
2.13KNew |
$110K - $123K
|
2.13K
$143K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.02K+ 14.46% |
$52.8K - $58.8K
|
8.07K
$542K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
854New |
$44.3K - $49.3K
|
854
$57.3K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
671+ 1.31% |
$34.8K - $38.7K
|
51.8K
$3.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
264New |
$13.7K - $15.2K
|
264
$17.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
116New |
$6.01K - $6.69K
|
116
$7.79K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
11+ 0.13% |
$570 - $634
|
8.76K
$588K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
206KNew |
$10.3M - $11.3M
|
206K
$13.9M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
206KNew |
$10.3M - $11.3M
|
206K
$13.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
58.6K+ 51.8% |
$2.92M - $3.21M
|
172K
$11.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
23.3K+ 4.57% |
$1.16M - $1.28M
|
534K
$35.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
12.2KNew |
$611K - $671K
|
12.2K
$823K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
9.44K+ 35.14% |
$471K - $518K
|
36.3K
$2.44M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
6.44KNew |
$321K - $353K
|
6.44K
$432K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.63KNew |
$231K - $254K
|
4.63K
$311K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.35KNew |
$217K - $238K
|
4.35K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.9K+ 46.06% |
$94.8K - $104K
|
6.03K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.02KNew |
$51K - $56.1K
|
1.02K
$68.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
903New |
$45K - $49.5K
|
903
$60.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
251New |
$12.5K - $13.8K
|
251
$16.9K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
164New |
$8.18K - $8.99K
|
164
$11K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
86+ 0.97% |
$4.29K - $4.71K
|
8.99K
$604K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
57New |
$2.84K - $3.12K
|
57
$3.83K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
46New |
$2.29K - $2.52K
|
46
$3.09K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
135KNew |
$6.79M - $7.8M
|
135K
$9.06M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
59.7KNew |
$3.01M - $3.45M
|
59.7K
$4.01M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
16.9K+ 42.47% |
$852K - $978K
|
56.8K
$3.81M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
4.4KNew |
$222K - $254K
|
4.4K
$295K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
849+ 9.54% |
$42.7K - $49.1K
|
9.74K
$654K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
805+ 248.46% |
$40.5K - $46.5K
|
1.13K
$75.8K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
350New |
$17.6K - $20.2K
|
350
$23.5K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
188+ 1.46% |
$9.47K - $10.9K
|
13K
$876K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
141+ 16.41% |
$7.1K - $8.15K
|
1K
$67.2K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9.77KNew |
$467K - $534K
|
9.77K
$656K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.26KNew |
$347K - $397K
|
7.26K
$488K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.97KNew |
$333K - $381K
|
6.97K
$468K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
6.74KNew |
$322K - $369K
|
6.74K
$452K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.27KNew |
$204K - $234K
|
4.27K
$287K
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
4.03KNew |
$193K - $221K
|
4.03K
$271K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.85KNew |
$136K - $156K
|
2.85K
$192K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
2.82K+ 2.87% |
$134K - $154K
|
101K
$6.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.04K+ 6.87% |
$49.8K - $57.1K
|
16.2K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
826New |
$39.5K - $45.2K
|
826
$55.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
669+ 11.86% |
$32K - $36.6K
|
6.31K
$424K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
556New |
$26.6K - $30.4K
|
556
$37.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
254New |
$12.1K - $13.9K
|
254
$17.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
211New |
$10.1K - $11.5K
|
211
$14.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
16New |
$764 - $876
|
16
$1.07K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
14+ 0.31% |
$669 - $766
|
4.48K
$300K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
55.5K+ 61.38% |
$2.58M - $3.1M
|
146K
$9.79M
|
|