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 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
831New |
$54.9K - $57.9K
|
831
$55.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
774+ 1.95% |
$51.1K - $53.9K
|
40.4K
$2.71M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
730+ 1.48% |
$48.2K - $50.9K
|
50K
$3.36M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
653+ 2.59% |
$43.1K - $45.5K
|
25.8K
$1.74M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
643+ 7.43% |
$42.5K - $44.8K
|
9.3K
$624K
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
485+ 15.55% |
$32K - $33.8K
|
3.6K
$242K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
411+ 5.96% |
$27.1K - $28.6K
|
7.31K
$491K
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
380+ 0.5% |
$25.1K - $26.5K
|
75.8K
$5.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
317+ 6.48% |
$20.9K - $22.1K
|
5.21K
$350K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
257+ 0.22% |
$17K - $17.9K
|
118K
$7.92M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
216+ 31.58% |
$14.3K - $15K
|
900
$60.4K
|
|
|
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 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
122+ 1.48% |
$8.06K - $8.5K
|
8.36K
$561K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
99+ 1.12% |
$6.54K - $6.9K
|
8.91K
$598K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
90+ 0.2% |
$5.94K - $6.27K
|
44.2K
$2.97M
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
73+ 0.1% |
$4.82K - $5.09K
|
73.3K
$4.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
43+ 0.24% |
$2.84K - $3K
|
18.2K
$1.22M
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
25+ 0.21% |
$1.65K - $1.74K
|
12.1K
$812K
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
21+ 0.19% |
$1.39K - $1.46K
|
11.1K
$744K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12+ 0.09% |
$792 - $836
|
13K
$876K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6+ 0.14% |
$396 - $418
|
4.42K
$297K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4+ 0.13% |
$264 - $279
|
3.13K
$210K
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2+ 0.01% |
$132 - $139
|
16.5K
$1.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
BUY
|
- |
2+ 0.01% |
$132 - $139
|
23.5K
$1.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.27% |
$66 - $69.7
|
376
$25.2K
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1+ 0.03% |
$66 - $69.7
|
3.97K
$267K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.46M+ 12.14% |
$156M - $171M
|
22.7M
$1.52B
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
500K+ 1672.93% |
$31.7M - $34.8M
|
530K
$35.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
456KNew |
$28.9M - $31.8M
|
456K
$30.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
415K+ 74.23% |
$26.3M - $28.9M
|
974K
$65.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
393K+ 6.32% |
$24.9M - $27.4M
|
6.61M
$444M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
391K+ 6628.49% |
$24.8M - $27.3M
|
397K
$26.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
362K+ 45.9% |
$22.9M - $25.2M
|
1.15M
$77.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
230K+ 2.93% |
$14.6M - $16M
|
8.08M
$543M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
216K+ 69.64% |
$13.7M - $15.1M
|
527K
$35.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
157K+ 5.65% |
$9.98M - $11M
|
2.95M
$198M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
92.6K+ 10.5% |
$5.87M - $6.45M
|
974K
$65.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
91.1K+ 1586.69% |
$5.78M - $6.35M
|
96.9K
$6.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
83.1K+ 3.5% |
$5.27M - $5.79M
|
2.46M
$165M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
74.3K+ 17.35% |
$4.71M - $5.17M
|
502K
$33.7M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
74.2K+ 61.13% |
$4.71M - $5.17M
|
196K
$13.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
68.5K+ 8.74% |
$4.34M - $4.77M
|
852K
$57.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
67K+ 19.99% |
$4.25M - $4.67M
|
402K
$27M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
65.3K+ 19.02% |
$4.14M - $4.55M
|
409K
$27.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
63.5K+ 33.95% |
$4.03M - $4.43M
|
251K
$16.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
61K+ 6.89% |
$3.86M - $4.25M
|
946K
$63.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
59.7K+ 8.33% |
$3.79M - $4.16M
|
776K
$52.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
57.4KNew |
$3.64M - $4M
|
57.4K
$3.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55.8K+ 178.45% |
$3.54M - $3.89M
|
87.1K
$5.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
51.4K+ 6.28% |
$3.26M - $3.58M
|
869K
$58.4M
|
|