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
|
Creative Financial Designs Inc
|
BUY
|
- |
63New |
$3.99K - $4.39K
|
63
$4.23K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
59+ 0.78% |
$3.74K - $4.11K
|
7.63K
$512K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
56+ 0.53% |
$3.55K - $3.9K
|
10.7K
$718K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
51+ 0.59% |
$3.23K - $3.55K
|
8.76K
$589K
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
49+ 0.1% |
$3.11K - $3.41K
|
47.9K
$3.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
49+ 0.04% |
$3.11K - $3.41K
|
123K
$8.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
48+ 0.15% |
$3.04K - $3.35K
|
31.6K
$2.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46+ 2.09% |
$2.92K - $3.21K
|
2.24K
$151K
|
|
|
Nov 12, 2025
Q3 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
46+ 0.55% |
$2.92K - $3.21K
|
8.34K
$560K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
46+ 0.21% |
$2.92K - $3.21K
|
21.6K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
45+ 0.05% |
$2.85K - $3.14K
|
93.4K
$6.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
45+ 0.24% |
$2.85K - $3.14K
|
19.1K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
45+ 0.24% |
$2.85K - $3.14K
|
19.1K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
41+ 0.54% |
$2.6K - $2.86K
|
7.62K
$512K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
39+ 0.28% |
$2.47K - $2.72K
|
14.1K
$944K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
38+ 4.19% |
$2.41K - $2.65K
|
945
$63.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
35+ 0.16% |
$2.22K - $2.44K
|
22.6K
$1.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
30+ 0.28% |
$1.9K - $2.09K
|
10.8K
$725K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
27+ 0.27% |
$1.71K - $1.88K
|
9.98K
$670K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25+ 0.13% |
$1.59K - $1.74K
|
19.2K
$1.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
25+ 0.16% |
$1.59K - $1.74K
|
15.3K
$1.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
17+ 0.35% |
$1.08K - $1.18K
|
4.85K
$326K
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
16+ 0.22% |
$1.01K - $1.12K
|
7.4K
$497K
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
14+ 0.04% |
$888 - $976
|
35.7K
$2.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
12+ 0.27% |
$761 - $836
|
4.5K
$302K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
11+ 0.3% |
$698 - $767
|
3.73K
$250K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.28% |
$634 - $697
|
3.55K
$238K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9+ 0.3% |
$571 - $627
|
3.03K
$203K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
9+ 0.22% |
$571 - $627
|
4.17K
$280K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.25% |
$571 - $627
|
3.54K
$238K
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
8+ 0.1% |
$507 - $558
|
7.74K
$520K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
7+ 0.14% |
$444 - $488
|
4.98K
$334K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
7+ 0.05% |
$444 - $488
|
12.8K
$858K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
6+ 0.01% |
$380 - $418
|
57.7K
$3.88M
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5+ 0.32% |
$317 - $348
|
1.56K
$105K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4+ 0.02% |
$254 - $279
|
17.5K
$1.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$254 - $279
|
15K
$1M
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3+ 0.08% |
$190 - $209
|
3.72K
$250K
|
|
|
Nov 05, 2025
Q3 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.01% |
$190 - $209
|
35.4K
$2.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.13% |
$190 - $209
|
2.31K
$155K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.27% |
$127 - $139
|
733
$49.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2+ 0.05% |
$127 - $139
|
3.97K
$267K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
2+ 0.05% |
$127 - $139
|
3.68K
$247K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.04% |
$63.4 - $69.7
|
2.56K
$172K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.02% |
$63.4 - $69.7
|
5.56K
$373K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.43% |
$63.4 - $69.7
|
231
$15.5K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
150KNew |
$7.87M - $9.58M
|
150K
$10.1M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
127K+ 15.15% |
$6.64M - $8.09M
|
965K
$64.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
90.7KNew |
$4.74M - $5.78M
|
90.7K
$6.09M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
86.2K+ 681.82% |
$4.51M - $5.49M
|
98.8K
$6.64M
|
|