Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr U S Small C (DFAS)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Small C (DFAS) during Q3 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR U S SMALL C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
23.9K+ 623.27% |
$1.52M - $1.67M
|
27.8K
$1.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
23.6K+ 9.85% |
$1.5M - $1.65M
|
263K
$17.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.3K+ 70.87% |
$1.41M - $1.55M
|
53.7K
$3.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
22.1K+ 3.75% |
$1.4M - $1.54M
|
613K
$41.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
21.1K+ 8.4% |
$1.34M - $1.47M
|
272K
$18.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
20.7K+ 70.89% |
$1.31M - $1.44M
|
49.8K
$3.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
20.1K+ 19.68% |
$1.28M - $1.4M
|
122K
$8.22M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
20.1K+ 988.05% |
$1.27M - $1.4M
|
22.1K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
19.8K+ 8.52% |
$1.25M - $1.38M
|
252K
$16.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
19.3K+ 4.84% |
$1.22M - $1.34M
|
417K
$28M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19K+ 5.65% |
$1.2M - $1.32M
|
355K
$23.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtue Asset Management LLC
Barrington, IL |
BUY
|
- |
18.7KNew |
$1.18M - $1.3M
|
18.7K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
18.5K+ 107.27% |
$1.17M - $1.29M
|
35.7K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.3K+ 3.18% |
$1.16M - $1.27M
|
594K
$39.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.3K+ 16.29% |
$1.16M - $1.27M
|
130K
$8.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
17.9K+ 4.47% |
$1.13M - $1.25M
|
418K
$28.1M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 1.85% |
$1.12M - $1.23M
|
967K
$65M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
17.6K+ 21.28% |
$1.11M - $1.22M
|
100K
$6.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
17.3K+ 6.31% |
$1.1M - $1.21M
|
292K
$19.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
16.4K+ 11.39% |
$1.04M - $1.14M
|
161K
$10.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
15.8K+ 21.71% |
$1M - $1.1M
|
88.8K
$5.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.6K+ 5.94% |
$986K - $1.08M
|
277K
$18.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14.7K+ 29.55% |
$933K - $1.03M
|
64.5K
$4.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.7K+ 7.73% |
$931K - $1.02M
|
204K
$13.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
14.4K+ 2.03% |
$912K - $1M
|
722K
$48.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
13.9K+ 19.73% |
$883K - $971K
|
84.5K
$5.68M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
13.8K+ 8.1% |
$874K - $960K
|
184K
$12.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
13K+ 305.78% |
$826K - $908K
|
17.3K
$1.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
12.9K+ 10.04% |
$817K - $898K
|
141K
$9.48M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
12.8K+ 2.79% |
$813K - $894K
|
472K
$31.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Divergent Planning, LLC
|
BUY
|
- |
12.2K+ 3.58% |
$776K - $853K
|
354K
$23.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
12.1KNew |
$769K - $845K
|
12.1K
$814K
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
11.7K+ 17.87% |
$745K - $819K
|
77.5K
$5.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11.4K+ 40.24% |
$721K - $792K
|
39.6K
$2.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
11K+ 2.83% |
$698K - $767K
|
400K
$26.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
11K+ 12.23% |
$696K - $765K
|
101K
$6.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
11K+ 21.24% |
$695K - $763K
|
62.5K
$4.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.1K+ 28.55% |
$640K - $704K
|
45.5K
$3.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
10.1K+ 4.19% |
$638K - $701K
|
250K
$16.8M
|
|
|
Nov 06, 2025
Q3 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
9.98K+ 4.77% |
$633K - $695K
|
219K
$14.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.83KNew |
$623K - $685K
|
9.83K
$660K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9.77K+ 15.24% |
$619K - $681K
|
73.9K
$4.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
9.44K+ 16.14% |
$598K - $658K
|
67.9K
$4.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
9.34K+ 7.59% |
$592K - $651K
|
132K
$8.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.19K+ 7.28% |
$583K - $640K
|
135K
$9.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
9.09K+ 1.24% |
$576K - $633K
|
740K
$49.7M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.79K+ 27.63% |
$557K - $613K
|
40.6K
$2.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
8.18K+ 12.15% |
$518K - $570K
|
75.5K
$5.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.8K+ 5.34% |
$494K - $543K
|
154K
$10.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
7.69K+ 2.81% |
$488K - $536K
|
282K
$18.9M
|
|