Latest Institutional Transactions on Dimensional ETF Tr U S Small C (DFAS)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr U S Small C (DFAS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-146- 0.26% |
$9.64K - $10.2K
|
56.2K
$3.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-114- 2.3% |
$7.53K - $7.94K
|
4.85K
$326K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.27% |
$66 - $69.7
|
376
$25.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-1.85K- 0.33% |
$122K - $129K
|
562K
$37.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.38K+ 3.15% |
$422K - $445K
|
209K
$14.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
485+ 15.55% |
$32K - $33.8K
|
3.6K
$242K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
831New |
$54.9K - $57.9K
|
831
$55.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5.5K+ 35.48% |
$363K - $383K
|
21K
$1.41M
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
21+ 0.19% |
$1.39K - $1.46K
|
11.1K
$744K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
99+ 1.12% |
$6.54K - $6.9K
|
8.91K
$598K
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.22K+ 1.99% |
$345K - $364K
|
268K
$18M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-500- 5.16% |
$33K - $34.8K
|
9.19K
$617K
|
|
|
Jan 15, 2026
Q4 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-114K- 70.45% |
$7.56M - $7.97M
|
48K
$3.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
117K+ 12.53% |
$7.72M - $8.14M
|
1.05M
$70.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.06K- 4.24% |
$69.9K - $73.8K
|
23.9K
$1.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.09K+ 12.85% |
$336K - $355K
|
44.7K
$3M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.63KNew |
$174K - $183K
|
2.63K
$177K
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
43+ 0.24% |
$2.84K - $3K
|
18.2K
$1.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12+ 0.09% |
$792 - $836
|
13K
$876K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.26K+ 5.49% |
$83.1K - $87.6K
|
24.2K
$1.62M
|
|
|
Jan 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-234- 2.39% |
$15.5K - $16.3K
|
9.57K
$643K
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
27.1K+ 11.17% |
$1.79M - $1.89M
|
270K
$18.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
12KNew |
$793K - $836K
|
12K
$806K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.29K+ 14.55% |
$284K - $299K
|
33.8K
$2.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-9.42K- 8.53% |
$622K - $657K
|
101K
$6.78M
|
|
|
Jan 14, 2026
Q4 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
8.03K+ 2.35% |
$530K - $559K
|
350K
$23.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.77K+ 2.86% |
$249K - $263K
|
136K
$9.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12.1K+ 1.26% |
$797K - $841K
|
967K
$64.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.14K- 21.68% |
$471K - $497K
|
25.8K
$1.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-312- 2.65% |
$20.6K - $21.7K
|
11.5K
$770K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-1.83K- 2.91% |
$121K - $128K
|
61.1K
$4.11M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6+ 0.14% |
$396 - $418
|
4.42K
$297K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
25+ 0.21% |
$1.65K - $1.74K
|
12.1K
$812K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
6.78K+ 3.3% |
$447K - $472K
|
212K
$14.2M
|
|
|
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
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
37KNew |
$2.44M - $2.58M
|
37K
$2.48M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-139- 2.95% |
$9.18K - $9.68K
|
4.57K
$307K
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
BUY
|
- |
2+ 0.01% |
$132 - $139
|
23.5K
$1.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-499- 1.12% |
$33K - $34.8K
|
43.9K
$2.95M
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4.08K+ 2.41% |
$270K - $285K
|
174K
$11.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
868+ 142.3% |
$57.3K - $60.5K
|
1.48K
$99.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
175+ 3.37% |
$11.6K - $12.2K
|
5.38K
$361K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
653+ 2.59% |
$43.1K - $45.5K
|
25.8K
$1.74M
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
73+ 0.1% |
$4.82K - $5.09K
|
73.3K
$4.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
9.02K+ 6.39% |
$596K - $628K
|
150K
$10.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-200- 15.87% |
$13.2K - $13.9K
|
1.06K
$71.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
BUY
|
- |
7.24K+ 2.05% |
$478K - $505K
|
361K
$24.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
15.5K+ 1.35% |
$1.02M - $1.08M
|
1.16M
$78.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
98.5K+ 248.85% |
$6.5M - $6.86M
|
138K
$9.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
156KNew |
$10.3M - $10.9M
|
156K
$10.5M
|
|