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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
156KNew |
$10.3M - $10.9M
|
156K
$10.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
117K+ 12.53% |
$7.72M - $8.14M
|
1.05M
$70.5M
|
|
|
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
|
Davenport & CO LLC
|
BUY
|
- |
86.1K+ 15.78% |
$5.69M - $6M
|
632K
$42.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
37KNew |
$2.44M - $2.58M
|
37K
$2.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Financial Planning Navigators Corp
Maple Grove, MN |
BUY
|
- |
33.2KNew |
$2.19M - $2.31M
|
33.2K
$2.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
27.1K+ 11.17% |
$1.79M - $1.89M
|
270K
$18.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
26.5K+ 572.43% |
$1.75M - $1.85M
|
31.1K
$2.09M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
24.5K+ 12.93% |
$1.62M - $1.71M
|
214K
$14.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
16.5K+ 13.5% |
$1.09M - $1.15M
|
139K
$9.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
15.5K+ 1.35% |
$1.02M - $1.08M
|
1.16M
$78.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12.1K+ 1.26% |
$797K - $841K
|
967K
$64.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
12KNew |
$793K - $836K
|
12K
$806K
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
10.6K+ 2.25% |
$701K - $740K
|
483K
$32.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
10.1K+ 60.15% |
$665K - $701K
|
26.8K
$1.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.62K+ 2.48% |
$635K - $670K
|
397K
$26.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
9.02K+ 6.39% |
$596K - $628K
|
150K
$10.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
8.03K+ 2.35% |
$530K - $559K
|
350K
$23.5M
|
|
|
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 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
BUY
|
- |
7.24K+ 2.05% |
$478K - $505K
|
361K
$24.2M
|
|
|
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
|
West Financial Advisors, LLC
|
BUY
|
- |
6.78K+ 3.3% |
$447K - $472K
|
212K
$14.2M
|
|
|
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
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5.5K+ 35.48% |
$363K - $383K
|
21K
$1.41M
|
|
|
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 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5.13K+ 3.03% |
$339K - $357K
|
174K
$11.7M
|
|
|
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 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.29K+ 14.55% |
$284K - $299K
|
33.8K
$2.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4.08K+ 2.41% |
$270K - $285K
|
174K
$11.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.98K+ 3.32% |
$263K - $277K
|
124K
$8.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.77K+ 2.86% |
$249K - $263K
|
136K
$9.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.8KNew |
$185K - $195K
|
2.8K
$188K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.63KNew |
$174K - $183K
|
2.63K
$177K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.33K+ 34.34% |
$154K - $162K
|
9.1K
$611K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.19K+ 46.26% |
$145K - $153K
|
6.92K
$465K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
1.86K+ 29.87% |
$123K - $129K
|
8.07K
$542K
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
1.74K+ 1.66% |
$115K - $121K
|
106K
$7.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.5K+ 6.17% |
$98.8K - $104K
|
25.7K
$1.73M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.43K+ 0.44% |
$94.1K - $99.3K
|
324K
$21.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1.42K+ 2.02% |
$93.8K - $99K
|
71.9K
$4.83M
|
|
|
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 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.21K+ 2.49% |
$80K - $84.4K
|
49.9K
$3.35M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.17KNew |
$76.9K - $81.2K
|
1.17K
$78.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
897+ 17.11% |
$59.2K - $62.5K
|
6.14K
$412K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
868+ 142.3% |
$57.3K - $60.5K
|
1.48K
$99.2K
|
|