Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr U S Small C (DFAS)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Small C (DFAS) during Q3 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR U S SMALL C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
108K+ 11.22% |
$6.87M - $7.55M
|
1.07M
$72.1M
|
|
|
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
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
73.6KNew |
$4.67M - $5.13M
|
73.6K
$4.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
68.5K+ 8.74% |
$4.34M - $4.77M
|
852K
$57.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
67.1K+ 6.22% |
$4.26M - $4.68M
|
1.15M
$77M
|
|
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
58.3K+ 11.95% |
$3.7M - $4.06M
|
546K
$36.7M
|
|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
52.8K+ 6.0% |
$3.35M - $3.68M
|
933K
$62.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
51.4K+ 6.28% |
$3.26M - $3.58M
|
869K
$58.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
51.3K+ 66.17% |
$3.25M - $3.57M
|
129K
$8.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
49.5K+ 25.24% |
$3.14M - $3.45M
|
246K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45.6K+ 9.0% |
$2.89M - $3.18M
|
553K
$37.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
44.2K+ 20.26% |
$2.81M - $3.08M
|
263K
$17.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
39.5K+ 23.14% |
$2.5M - $2.75M
|
210K
$14.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
36.2K+ 27.2% |
$2.3M - $2.52M
|
169K
$11.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
35.7K+ 14.09% |
$2.26M - $2.49M
|
289K
$19.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.5K+ 24.88% |
$2.19M - $2.41M
|
173K
$11.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
33.8K+ 37.89% |
$2.15M - $2.36M
|
123K
$8.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
32.9K+ 8.13% |
$2.08M - $2.29M
|
437K
$29.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
32.1K+ 63.38% |
$2.04M - $2.24M
|
82.8K
$5.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
31.7K+ 20.1% |
$2.01M - $2.21M
|
189K
$12.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.2K+ 22.93% |
$1.98M - $2.17M
|
167K
$11.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
30.9K+ 0.53% |
$1.96M - $2.15M
|
5.86M
$393M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.5K+ 4.9% |
$1.93M - $2.12M
|
652K
$43.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
29.8K+ 61.1% |
$1.89M - $2.08M
|
78.6K
$5.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
29.1K+ 115.89% |
$1.85M - $2.03M
|
54.3K
$3.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.7K+ 12.55% |
$1.82M - $2M
|
258K
$17.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
27.7K+ 50.55% |
$1.76M - $1.93M
|
82.5K
$5.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
26.2K+ 7.03% |
$1.66M - $1.83M
|
399K
$26.8M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
24.8KNew |
$1.57M - $1.73M
|
24.8K
$1.66M
|
|