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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-646- 0.19% |
$41K - $45K
|
334K
$22.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-650- 6.44% |
$41.2K - $45.3K
|
9.44K
$634K
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-675- 1.73% |
$42.8K - $47K
|
38.4K
$2.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-679- 13.3% |
$43.1K - $47.3K
|
4.43K
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-680- 0.46% |
$43.1K - $47.4K
|
148K
$9.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-720- 1.35% |
$45.7K - $50.2K
|
52.4K
$3.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-720- 8.9% |
$45.7K - $50.2K
|
7.37K
$495K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-753- 7.73% |
$47.7K - $52.5K
|
8.99K
$604K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-756- 1.34% |
$47.9K - $52.7K
|
55.7K
$3.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-786- 3.43% |
$49.8K - $54.8K
|
22.1K
$1.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-816- 0.74% |
$51.7K - $56.9K
|
109K
$7.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-896- 75.17% |
$56.8K - $62.4K
|
296
$19.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-923- 2.04% |
$58.5K - $64.3K
|
44.4K
$2.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-958- 4.69% |
$60.7K - $66.8K
|
19.5K
$1.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-959- 1.02% |
$60.8K - $66.8K
|
93.5K
$6.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-979- 24.85% |
$62.1K - $68.2K
|
2.96K
$199K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-988- 0.83% |
$62.6K - $68.9K
|
118K
$7.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.01K- 2.11% |
$63.9K - $70.2K
|
46.8K
$3.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.02K- 15.55% |
$64.9K - $71.3K
|
5.56K
$373K
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1.04K- 2.38% |
$65.9K - $72.5K
|
42.7K
$2.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.06K- 27.82% |
$66.9K - $73.5K
|
2.74K
$184K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.06K- 0.8% |
$67.3K - $73.9K
|
132K
$8.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.09K- 2.46% |
$68.9K - $75.7K
|
43.1K
$2.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.13K- 19.78% |
$71.3K - $78.4K
|
4.56K
$306K
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.13K- 0.24% |
$71.7K - $78.7K
|
478K
$32.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.13K- 20.36% |
$71.8K - $78.9K
|
4.43K
$297K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.16K- 20.0% |
$73.6K - $80.8K
|
4.64K
$312K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.17K- 7.31% |
$74K - $81.3K
|
14.8K
$994K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.19K- 0.89% |
$75.3K - $82.7K
|
132K
$8.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-1.2K- 1.87% |
$76K - $83.6K
|
63K
$4.23M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-1.22K- 64.71% |
$77.4K - $85.1K
|
666
$44.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.22K- 1.65% |
$77.6K - $85.2K
|
72.7K
$4.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.23K- 12.09% |
$77.7K - $85.4K
|
8.91K
$598K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.23K- 4.71% |
$78.2K - $85.9K
|
25K
$1.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.28K- 0.39% |
$80.8K - $88.9K
|
324K
$21.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.32K- 5.07% |
$83.6K - $91.9K
|
24.7K
$1.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.38K- 3.08% |
$87.2K - $95.8K
|
43.3K
$2.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.42K- 2.18% |
$90.3K - $99.2K
|
63.8K
$4.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.46K- 5.57% |
$92.5K - $102K
|
24.7K
$1.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-1.5K- 0.64% |
$95K - $104K
|
233K
$15.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.52K- 0.89% |
$96.4K - $106K
|
170K
$11.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.52K- 30.39% |
$96.6K - $106K
|
3.49K
$234K
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.54K- 4.41% |
$97.8K - $107K
|
33.4K
$2.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.58K- 8.32% |
$100K - $110K
|
17.4K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.78K- 6.2% |
$113K - $124K
|
26.9K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.82K- 13.62% |
$116K - $127K
|
11.6K
$776K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.89K- 1.94% |
$120K - $131K
|
95.1K
$6.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-1.9K- 2.8% |
$120K - $132K
|
66K
$4.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.93K- 2.43% |
$122K - $134K
|
77.6K
$5.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.94K- 40.08% |
$123K - $135K
|
2.9K
$195K
|