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 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
560+ 3.19% |
$35.5K - $39K
|
18.1K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
457+ 2.0% |
$29K - $31.8K
|
23.3K
$1.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
453+ 0.39% |
$28.7K - $31.6K
|
116K
$7.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
450+ 0.74% |
$28.5K - $31.4K
|
61.3K
$4.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
425+ 2.0% |
$26.9K - $29.6K
|
21.7K
$1.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
408+ 6.24% |
$25.9K - $28.4K
|
6.95K
$466K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
398+ 0.9% |
$25.2K - $27.7K
|
44.7K
$3M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
383New |
$24.3K - $26.7K
|
383
$25.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
377+ 1.34% |
$23.9K - $26.3K
|
28.6K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
355+ 1.58% |
$22.5K - $24.7K
|
22.8K
$1.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
337+ 0.32% |
$21.4K - $23.5K
|
107K
$7.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
335+ 4.25% |
$21.2K - $23.3K
|
8.22K
$552K
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
316+ 6.06% |
$20K - $22K
|
5.53K
$371K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
300New |
$19K - $20.9K
|
300
$20.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
296+ 1.8% |
$18.8K - $20.6K
|
16.7K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
283+ 1.43% |
$17.9K - $19.7K
|
20K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
270New |
$17.1K - $18.8K
|
270
$18.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
268+ 3.26% |
$17K - $18.7K
|
8.49K
$570K
|
|
|
Nov 12, 2025
Q3 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
259+ 2.83% |
$16.4K - $18K
|
9.42K
$632K
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
234+ 1.76% |
$14.8K - $16.3K
|
13.6K
$910K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
220+ 5.24% |
$14K - $15.3K
|
4.42K
$297K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
219+ 0.79% |
$13.9K - $15.3K
|
27.9K
$1.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
218+ 3.73% |
$13.8K - $15.2K
|
6.06K
$407K
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
202+ 5.9% |
$12.8K - $14.1K
|
3.63K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$12.7K - $13.9K
|
200
$13.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
200+ 1.45% |
$12.7K - $13.9K
|
14K
$940K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
196+ 1.56% |
$12.4K - $13.7K
|
12.8K
$859K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
195+ 10.99% |
$12.4K - $13.6K
|
1.97K
$132K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
183+ 1.29% |
$11.6K - $12.8K
|
14.3K
$963K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
179+ 0.74% |
$11.4K - $12.5K
|
24.5K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
172+ 0.84% |
$10.9K - $12K
|
20.6K
$1.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
145+ 0.57% |
$9.19K - $10.1K
|
25.5K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
137+ 0.02% |
$8.69K - $9.55K
|
669K
$44.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
135+ 1.47% |
$8.56K - $9.41K
|
9.35K
$628K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
129+ 1.59% |
$8.18K - $8.99K
|
8.22K
$552K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
123+ 19.46% |
$7.8K - $8.57K
|
755
$50.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
118+ 3.4% |
$7.48K - $8.22K
|
3.59K
$241K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
103New |
$6.53K - $7.18K
|
103
$6.92K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
101+ 0.04% |
$6.4K - $7.04K
|
228K
$15.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
97New |
$6.15K - $6.76K
|
97
$6.51K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
96+ 0.25% |
$6.09K - $6.69K
|
39K
$2.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
84+ 0.76% |
$5.33K - $5.85K
|
11.1K
$744K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
81+ 1.22% |
$5.14K - $5.64K
|
6.72K
$452K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
81+ 1.54% |
$5.14K - $5.64K
|
5.35K
$359K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
77+ 0.22% |
$4.88K - $5.37K
|
34.9K
$2.35M
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
74+ 0.05% |
$4.69K - $5.16K
|
163K
$10.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
73+ 16.7% |
$4.63K - $5.09K
|
510
$34.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
69+ 2.66% |
$4.38K - $4.81K
|
2.66K
$179K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
66+ 0.21% |
$4.19K - $4.6K
|
31.9K
$2.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
63New |
$3.99K - $4.39K
|
63
$4.23K
|
|