Optima Capital LLC Dimensional ETF Tr U S Small C Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Optima Capital LLC holds 1,186 shares of DFAS stock, worth $79,639. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,186

Holding current value

$79,639

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$66.04 - $69.67 $78,323 - $82,628	1,186 New	1,186 $82.6 Million

Others Institutions Holding DFAS

# of Institutions

880

Shares Held

138M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

22.7M
Shares

$1.52 Billion
1.2% of portfolio
Northern Trust Corp Chicago, IL

8.08M
Shares

$543 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.61M
Shares

$444 Million
0.03% of portfolio
Index Fund Advisors, Inc.

5.86M
Shares

$393 Million
20.21% of portfolio
Pure Financial Advisors, LLC

2.95M
Shares

$198 Million
3.33% of portfolio

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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