Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
8.31K+ 15.25% |
$549K - $579K
|
62.8K
$4.22M
|
|
|
Jan 26, 2026
Q4 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.12K+ 9.6% |
$536K - $565K
|
92.7K
$6.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
8.03K+ 2.35% |
$530K - $559K
|
350K
$23.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Sensenig Capital Advisors, Inc
Collegeville, PA |
BUY
|
- |
7.97KNew |
$526K - $555K
|
7.97K
$535K
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
7.83K+ 11.68% |
$517K - $545K
|
74.8K
$5.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
7.81K+ 4.72% |
$515K - $544K
|
173K
$11.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
7.68K+ 16.68% |
$507K - $535K
|
53.8K
$3.61M
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.48K+ 115.5% |
$494K - $521K
|
14K
$937K
|
|
|
Jan 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
BUY
|
- |
7.24K+ 2.05% |
$478K - $505K
|
361K
$24.2M
|
|
|
Jan 29, 2026
Q4 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
6.99K+ 14.01% |
$462K - $487K
|
56.9K
$3.82M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6.81K+ 8.79% |
$450K - $475K
|
84.3K
$5.66M
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
6.78K+ 3.3% |
$447K - $472K
|
212K
$14.2M
|
|
|
Jan 29, 2026
Q4 2025
|
Approach Retirement Advisors, LLC
Vestavia, AL |
BUY
|
- |
6.55KNew |
$433K - $457K
|
6.55K
$440K
|
|
|
Jan 22, 2026
Q4 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6.39K+ 1.85% |
$422K - $445K
|
352K
$23.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.38K+ 3.15% |
$422K - $445K
|
209K
$14.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
5.6KNew |
$369K - $390K
|
5.6K
$376K
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5.5K+ 35.48% |
$363K - $383K
|
21K
$1.41M
|
|
|
Jan 28, 2026
Q4 2025
|
Global Trust Wealth Management LLC
West Palm Beach, FL |
BUY
|
- |
5.43KNew |
$359K - $378K
|
5.43K
$365K
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
5.29K+ 3.29% |
$349K - $369K
|
166K
$11.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.27K+ 8.88% |
$348K - $367K
|
64.6K
$4.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.22K+ 1.99% |
$345K - $364K
|
268K
$18M
|
|
|
Jan 12, 2026
Q4 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
5.2K+ 7.18% |
$343K - $362K
|
77.5K
$5.21M
|
|
|
Jan 27, 2026
Q4 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
5.14KNew |
$339K - $358K
|
5.14K
$345K
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5.13K+ 3.03% |
$339K - $357K
|
174K
$11.7M
|
|
|
Jan 27, 2026
Q4 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
5.1K+ 25.5% |
$337K - $355K
|
25.1K
$1.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.09K+ 12.85% |
$336K - $355K
|
44.7K
$3M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.01K+ 9.55% |
$331K - $349K
|
57.5K
$3.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5K+ 0.92% |
$330K - $348K
|
548K
$36.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4.96K+ 11.09% |
$328K - $346K
|
49.7K
$3.34M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
4.62KNew |
$305K - $322K
|
4.62K
$310K
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.47K+ 9.9% |
$295K - $311K
|
49.6K
$3.33M
|
|
|
Jan 27, 2026
Q4 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
4.42KNew |
$292K - $308K
|
4.42K
$297K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.29K+ 14.55% |
$284K - $299K
|
33.8K
$2.27M
|
|
|
Jan 27, 2026
Q4 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4.25K+ 33.22% |
$280K - $296K
|
17K
$1.14M
|
|
|
Jan 28, 2026
Q4 2025
|
Walleye Partners, LLC
Madison, WI |
BUY
|
- |
4.13KNew |
$273K - $288K
|
4.13K
$278K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.1K+ 7.65% |
$271K - $286K
|
57.8K
$3.88M
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4.08K+ 2.41% |
$270K - $285K
|
174K
$11.7M
|
|
|
Jan 26, 2026
Q4 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
4.06K+ 8.81% |
$268K - $283K
|
50.1K
$3.36M
|
|
|
Jan 28, 2026
Q4 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
4.01K+ 1.6% |
$265K - $279K
|
254K
$17.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.98K+ 3.32% |
$263K - $277K
|
124K
$8.32M
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
3.78KNew |
$250K - $264K
|
3.78K
$254K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.77K+ 2.86% |
$249K - $263K
|
136K
$9.12M
|
|
|
Jan 29, 2026
Q4 2025
|
Elevated Financial Group LLC
Indianapolis, IN |
BUY
|
- |
3.74KNew |
$247K - $260K
|
3.74K
$251K
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.65K+ 2.11% |
$241K - $254K
|
176K
$11.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.14KNew |
$207K - $219K
|
3.14K
$211K
|
|
|
Jan 28, 2026
Q4 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
3KNew |
$198K - $209K
|
3K
$201K
|
|
|
Jan 26, 2026
Q4 2025
|
West Wealth Group, LLC
|
BUY
|
- |
2.97KNew |
$196K - $207K
|
2.97K
$200K
|
|
|
Jan 22, 2026
Q4 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.84K+ 2.97% |
$187K - $198K
|
98.3K
$6.6M
|
|
|
Jan 22, 2026
Q4 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
2.84KNew |
$187K - $198K
|
2.84K
$191K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.8KNew |
$185K - $195K
|
2.8K
$188K
|
|