Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
338KNew |
$22.4M - $23.6M
|
338K
$22.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
156KNew |
$10.3M - $10.9M
|
156K
$10.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
117K+ 12.53% |
$7.72M - $8.14M
|
1.05M
$70.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
98.5K+ 248.85% |
$6.5M - $6.86M
|
138K
$9.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
86.1K+ 15.78% |
$5.69M - $6M
|
632K
$42.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
37KNew |
$2.44M - $2.58M
|
37K
$2.48M
|
|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
34.7KNew |
$2.29M - $2.42M
|
34.7K
$2.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Financial Planning Navigators Corp
Maple Grove, MN |
BUY
|
- |
33.2KNew |
$2.19M - $2.31M
|
33.2K
$2.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
27.1K+ 11.17% |
$1.79M - $1.89M
|
270K
$18.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
26.5K+ 572.43% |
$1.75M - $1.85M
|
31.1K
$2.09M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
24.5K+ 12.93% |
$1.62M - $1.71M
|
214K
$14.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
20.9K+ 26.64% |
$1.38M - $1.46M
|
99.6K
$6.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
16.5K+ 13.5% |
$1.09M - $1.15M
|
139K
$9.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.9K+ 41.74% |
$1.05M - $1.1M
|
53.8K
$3.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
15.5K+ 1.35% |
$1.02M - $1.08M
|
1.16M
$78.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12.1K+ 1.26% |
$797K - $841K
|
967K
$64.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
12KNew |
$793K - $836K
|
12K
$806K
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
10.6K+ 2.25% |
$701K - $740K
|
483K
$32.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
10.1K+ 60.15% |
$665K - $701K
|
26.8K
$1.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.62K+ 2.48% |
$635K - $670K
|
397K
$26.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
9.02K+ 6.39% |
$596K - $628K
|
150K
$10.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
8.03K+ 2.35% |
$530K - $559K
|
350K
$23.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
7.83K+ 11.68% |
$517K - $545K
|
74.8K
$5.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
7.81K+ 4.72% |
$515K - $544K
|
173K
$11.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
7.68K+ 16.68% |
$507K - $535K
|
53.8K
$3.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
BUY
|
- |
7.24K+ 2.05% |
$478K - $505K
|
361K
$24.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6.81K+ 8.79% |
$450K - $475K
|
84.3K
$5.66M
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
6.78K+ 3.3% |
$447K - $472K
|
212K
$14.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.38K+ 3.15% |
$422K - $445K
|
209K
$14.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5.5K+ 35.48% |
$363K - $383K
|
21K
$1.41M
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
5.29K+ 3.29% |
$349K - $369K
|
166K
$11.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.22K+ 1.99% |
$345K - $364K
|
268K
$18M
|
|
|
Jan 12, 2026
Q4 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
5.2K+ 7.18% |
$343K - $362K
|
77.5K
$5.21M
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5.13K+ 3.03% |
$339K - $357K
|
174K
$11.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.09K+ 12.85% |
$336K - $355K
|
44.7K
$3M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.01K+ 9.55% |
$331K - $349K
|
57.5K
$3.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5K+ 0.92% |
$330K - $348K
|
548K
$36.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4.96K+ 11.09% |
$328K - $346K
|
49.7K
$3.34M
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.47K+ 9.9% |
$295K - $311K
|
49.6K
$3.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.29K+ 14.55% |
$284K - $299K
|
33.8K
$2.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4.08K+ 2.41% |
$270K - $285K
|
174K
$11.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.98K+ 3.32% |
$263K - $277K
|
124K
$8.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.77K+ 2.86% |
$249K - $263K
|
136K
$9.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.8KNew |
$185K - $195K
|
2.8K
$188K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.63KNew |
$174K - $183K
|
2.63K
$177K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.33K+ 34.34% |
$154K - $162K
|
9.1K
$611K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.19K+ 46.26% |
$145K - $153K
|
6.92K
$465K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
1.86K+ 29.87% |
$123K - $129K
|
8.07K
$542K
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
1.74K+ 1.66% |
$115K - $121K
|
106K
$7.13M
|
|
|
Jan 20, 2026
Q4 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
1.53K+ 11.26% |
$101K - $106K
|
15.1K
$1.01M
|
|