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 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
500K+ 1672.93% |
$31.7M - $34.8M
|
530K
$35.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
456KNew |
$28.9M - $31.8M
|
456K
$30.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
415K+ 74.23% |
$26.3M - $28.9M
|
974K
$65.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
362K+ 45.9% |
$22.9M - $25.2M
|
1.15M
$77.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
157K+ 5.65% |
$9.98M - $11M
|
2.95M
$199M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
83.1K+ 3.5% |
$5.27M - $5.79M
|
2.46M
$166M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
73.6KNew |
$4.67M - $5.13M
|
73.6K
$4.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
67.1K+ 6.22% |
$4.26M - $4.68M
|
1.15M
$77.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
67K+ 19.99% |
$4.25M - $4.67M
|
402K
$27.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
61K+ 6.89% |
$3.86M - $4.25M
|
946K
$63.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
58.3K+ 11.95% |
$3.7M - $4.06M
|
546K
$36.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
52.8K+ 6.0% |
$3.35M - $3.68M
|
933K
$63.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
44.2K+ 20.26% |
$2.81M - $3.08M
|
263K
$17.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
36.2K+ 27.2% |
$2.3M - $2.52M
|
169K
$11.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.5K+ 24.88% |
$2.19M - $2.41M
|
173K
$11.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
33.8K+ 37.89% |
$2.15M - $2.36M
|
123K
$8.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
32.9K+ 8.13% |
$2.08M - $2.29M
|
437K
$29.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
31.7K+ 20.1% |
$2.01M - $2.21M
|
189K
$12.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
30.9K+ 0.53% |
$1.96M - $2.15M
|
5.86M
$396M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.5K+ 4.9% |
$1.93M - $2.12M
|
652K
$44.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
29.1K+ 115.89% |
$1.85M - $2.03M
|
54.3K
$3.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.7K+ 12.55% |
$1.82M - $2M
|
258K
$17.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
27.7K+ 50.55% |
$1.76M - $1.93M
|
82.5K
$5.58M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
24.8KNew |
$1.57M - $1.73M
|
24.8K
$1.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
23.9K+ 623.27% |
$1.52M - $1.67M
|
27.8K
$1.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
23.6K+ 9.85% |
$1.5M - $1.65M
|
263K
$17.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.3K+ 70.87% |
$1.41M - $1.55M
|
53.7K
$3.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
21.1K+ 8.4% |
$1.34M - $1.47M
|
272K
$18.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
19.3K+ 4.84% |
$1.22M - $1.34M
|
417K
$28.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
17.9K+ 4.47% |
$1.13M - $1.25M
|
418K
$28.3M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 1.85% |
$1.12M - $1.23M
|
967K
$65.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
17.3K+ 6.31% |
$1.1M - $1.21M
|
292K
$19.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
16.4K+ 11.39% |
$1.04M - $1.14M
|
161K
$10.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14.7K+ 29.55% |
$933K - $1.03M
|
64.5K
$4.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
14.4K+ 2.03% |
$912K - $1M
|
722K
$48.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
13.9K+ 19.73% |
$883K - $971K
|
84.5K
$5.72M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
13.8K+ 8.1% |
$874K - $960K
|
184K
$12.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
12.9K+ 10.04% |
$817K - $898K
|
141K
$9.54M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
12.8K+ 2.79% |
$813K - $894K
|
472K
$31.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Divergent Planning, LLC
|
BUY
|
- |
12.2K+ 3.58% |
$776K - $853K
|
354K
$23.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
12.1KNew |
$769K - $845K
|
12.1K
$820K
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
11.7K+ 17.87% |
$745K - $819K
|
77.5K
$5.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11.4K+ 40.24% |
$721K - $792K
|
39.6K
$2.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
11K+ 2.83% |
$698K - $767K
|
400K
$27M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
11K+ 12.23% |
$696K - $765K
|
101K
$6.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
11K+ 21.24% |
$695K - $763K
|
62.5K
$4.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.1K+ 28.55% |
$640K - $704K
|
45.5K
$3.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
10.1K+ 4.19% |
$638K - $701K
|
250K
$16.9M
|
|
|
Nov 06, 2025
Q3 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
9.98K+ 4.77% |
$633K - $695K
|
219K
$14.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9.77K+ 15.24% |
$619K - $681K
|
73.9K
$4.99M
|