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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.84K+ 9.08% |
$243K - $267K
|
46.1K
$3.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.81K+ 9.21% |
$241K - $265K
|
45.1K
$3.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.79K+ 18.46% |
$240K - $264K
|
24.3K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.78K+ 27.65% |
$239K - $263K
|
17.4K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.74KNew |
$237K - $261K
|
3.74K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.72K+ 361.71% |
$236K - $259K
|
4.75K
$319K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
3.7K+ 206.01% |
$235K - $258K
|
5.5K
$369K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.68KNew |
$233K - $256K
|
3.68K
$247K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.67K+ 9.52% |
$233K - $256K
|
42.2K
$2.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.66K+ 14.59% |
$232K - $255K
|
28.7K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.6KNew |
$229K - $251K
|
3.6K
$242K
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
3.52K+ 1.26% |
$223K - $245K
|
283K
$19M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
3.51KNew |
$223K - $245K
|
3.51K
$236K
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3.49KNew |
$221K - $243K
|
3.49K
$234K
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
3.45KNew |
$219K - $240K
|
3.45K
$231K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.39K+ 19.63% |
$215K - $236K
|
20.6K
$1.39M
|
|
|
Nov 06, 2025
Q3 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
3.38K+ 1.37% |
$214K - $236K
|
250K
$16.8M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.34K+ 13.91% |
$212K - $233K
|
27.3K
$1.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.32K+ 14.59% |
$210K - $231K
|
26.1K
$1.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.3KNew |
$209K - $230K
|
3.3K
$222K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.26KNew |
$206K - $227K
|
3.26K
$219K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.26KNew |
$206K - $227K
|
3.26K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
3.23K+ 14.29% |
$204K - $225K
|
25.8K
$1.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.23KNew |
$204K - $225K
|
3.23K
$217K
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
3.21KNew |
$204K - $224K
|
3.21K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.2K+ 3.47% |
$203K - $223K
|
95.6K
$6.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.19K+ 7.5% |
$202K - $222K
|
45.8K
$3.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.17KNew |
$201K - $221K
|
3.17K
$213K
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
BUY
|
- |
3.13KNew |
$198K - $218K
|
3.13K
$210K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.11KNew |
$197K - $217K
|
3.11K
$209K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
3.08KNew |
$195K - $214K
|
3.08K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
3.07K+ 0.26% |
$194K - $214K
|
1.16M
$78.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
3.05KNew |
$193K - $212K
|
3.05K
$205K
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
3.01KNew |
$191K - $210K
|
3.01K
$202K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
3KNew |
$190K - $209K
|
3K
$202K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
3K+ 0.46% |
$190K - $209K
|
660K
$44.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3KNew |
$190K - $209K
|
3K
$201K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.98KNew |
$189K - $208K
|
2.98K
$200K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.93KNew |
$186K - $204K
|
2.93K
$196K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.89K+ 2.02% |
$183K - $201K
|
146K
$9.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.88K+ 74.27% |
$183K - $201K
|
6.76K
$454K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.81K+ 2.54% |
$178K - $196K
|
113K
$7.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.8K+ 0.59% |
$177K - $195K
|
479K
$32.1M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.79K+ 11.76% |
$177K - $194K
|
26.5K
$1.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.63K+ 0.87% |
$167K - $184K
|
304K
$20.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.59K+ 3.13% |
$164K - $180K
|
85.2K
$5.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
2.56K+ 5.4% |
$162K - $178K
|
49.9K
$3.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.4K+ 4.89% |
$152K - $167K
|
51.5K
$3.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
2.37K+ 3.09% |
$150K - $165K
|
79.3K
$5.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.25K+ 9.91% |
$143K - $157K
|
24.9K
$1.68M
|
|