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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
9.44K+ 16.14% |
$598K - $658K
|
67.9K
$4.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
9.34K+ 7.59% |
$592K - $651K
|
132K
$8.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.19K+ 7.28% |
$583K - $640K
|
135K
$9.09M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.79K+ 27.63% |
$557K - $613K
|
40.6K
$2.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
8.18K+ 12.15% |
$518K - $570K
|
75.5K
$5.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.8K+ 5.34% |
$494K - $543K
|
154K
$10.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
7.69K+ 2.81% |
$488K - $536K
|
282K
$18.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7.68K+ 16.03% |
$487K - $535K
|
55.6K
$3.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.63K+ 4.43% |
$484K - $531K
|
180K
$12.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
7.28K+ 12.74% |
$462K - $508K
|
64.4K
$4.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
7.2K+ 1.76% |
$456K - $502K
|
416K
$27.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
7.01K+ 4.47% |
$445K - $489K
|
164K
$11M
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
BUY
|
- |
6.8K+ 5.73% |
$431K - $474K
|
125K
$8.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.8K+ 11.3% |
$431K - $474K
|
67K
$4.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.74K+ 4.06% |
$428K - $470K
|
173K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.72K+ 6.53% |
$426K - $468K
|
110K
$7.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.48KNew |
$411K - $451K
|
6.48K
$435K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
6.12K+ 5.42% |
$388K - $427K
|
119K
$8M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
5.95K+ 4.43% |
$377K - $415K
|
140K
$9.43M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.94KNew |
$376K - $414K
|
5.94K
$399K
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5.87K+ 1.83% |
$372K - $409K
|
326K
$21.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
5.84K+ 3.73% |
$370K - $407K
|
162K
$10.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
5.64K+ 4.5% |
$358K - $393K
|
131K
$8.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
5.57K+ 5.54% |
$353K - $388K
|
106K
$7.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.51K+ 24.28% |
$349K - $384K
|
28.2K
$1.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.46KNew |
$346K - $380K
|
5.46K
$366K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5.4K+ 3.15% |
$343K - $377K
|
177K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.39K+ 1.37% |
$342K - $375K
|
399K
$26.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5.31K+ 1.98% |
$337K - $370K
|
273K
$18.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.11K+ 371.85% |
$324K - $356K
|
6.49K
$436K
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
4.82K+ 5.32% |
$306K - $336K
|
95.5K
$6.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4.8K+ 10.8% |
$304K - $335K
|
49.2K
$3.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.69K+ 1.99% |
$298K - $327K
|
240K
$16.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
4.61K+ 1.69% |
$292K - $321K
|
277K
$18.6M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
4.41K+ 6.34% |
$280K - $308K
|
74K
$4.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.37K+ 3.88% |
$277K - $304K
|
117K
$7.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
4.33KNew |
$275K - $302K
|
4.33K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
4.25K+ 8.46% |
$270K - $296K
|
54.5K
$3.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
4.25KNew |
$269K - $296K
|
4.25K
$285K
|
|
|
Nov 07, 2025
Q3 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.21K+ 9.76% |
$267K - $293K
|
47.4K
$3.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.21K+ 3.6% |
$267K - $293K
|
121K
$8.13M
|
|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
BUY
|
- |
4.17KNew |
$264K - $291K
|
4.17K
$280K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4.12KNew |
$261K - $287K
|
4.12K
$277K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.07KNew |
$258K - $283K
|
4.07K
$273K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
4.05K+ 3.38% |
$257K - $282K
|
124K
$8.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.03KNew |
$255K - $281K
|
4.03K
$270K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.96K+ 11.61% |
$251K - $276K
|
38.1K
$2.56M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.94KNew |
$250K - $274K
|
3.94K
$264K
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
3.87K+ 3.29% |
$246K - $270K
|
122K
$8.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
3.87K+ 23.98% |
$245K - $269K
|
20K
$1.34M
|
|