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 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
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
9.34K+ 7.59% |
$592K - $651K
|
132K
$8.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
9.09K+ 1.24% |
$576K - $633K
|
740K
$50M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
8.18K+ 12.15% |
$518K - $570K
|
75.5K
$5.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.8K+ 5.34% |
$494K - $543K
|
154K
$10.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
7.69K+ 2.81% |
$488K - $536K
|
282K
$19M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.63K+ 4.43% |
$484K - $531K
|
180K
$12.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
7.28K+ 12.74% |
$462K - $508K
|
64.4K
$4.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
7.2K+ 1.76% |
$456K - $502K
|
416K
$28.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
7.01K+ 4.47% |
$445K - $489K
|
164K
$11.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.8K+ 11.3% |
$431K - $474K
|
67K
$4.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
BUY
|
- |
6.8K+ 5.73% |
$431K - $474K
|
125K
$8.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.74K+ 4.06% |
$428K - $470K
|
173K
$11.7M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.44K+ 13.99% |
$408K - $449K
|
52.5K
$3.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
6.12K+ 5.42% |
$388K - $427K
|
119K
$8.05M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.94KNew |
$376K - $414K
|
5.94K
$401K
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5.87K+ 1.83% |
$372K - $409K
|
326K
$22.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.51K+ 24.28% |
$349K - $384K
|
28.2K
$1.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5.31K+ 1.98% |
$337K - $370K
|
273K
$18.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.11K+ 371.85% |
$324K - $356K
|
6.49K
$439K
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5K+ 47.51% |
$317K - $348K
|
15.5K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
4.82K+ 5.32% |
$306K - $336K
|
95.5K
$6.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4.8K+ 10.8% |
$304K - $335K
|
49.2K
$3.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
4.76K+ 1.41% |
$302K - $332K
|
342K
$23.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.69K+ 1.99% |
$298K - $327K
|
240K
$16.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4.63KNew |
$293K - $323K
|
4.63K
$313K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.58K+ 1.44% |
$290K - $319K
|
322K
$21.8M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
4.41K+ 6.34% |
$280K - $308K
|
74K
$5M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.41KNew |
$280K - $308K
|
4.41K
$298K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.37K+ 3.88% |
$277K - $304K
|
117K
$7.91M
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
4.27K+ 6.44% |
$271K - $297K
|
70.5K
$4.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.21K+ 9.76% |
$267K - $293K
|
47.4K
$3.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.21K+ 3.6% |
$267K - $293K
|
121K
$8.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
4.13K+ 11.65% |
$262K - $288K
|
39.6K
$2.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4.12KNew |
$261K - $287K
|
4.12K
$279K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.07KNew |
$258K - $283K
|
4.07K
$275K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
4.05K+ 3.38% |
$257K - $282K
|
124K
$8.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.03KNew |
$255K - $281K
|
4.03K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.96K+ 11.61% |
$251K - $276K
|
38.1K
$2.58M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.94KNew |
$250K - $274K
|
3.94K
$266K
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
3.87K+ 3.29% |
$246K - $270K
|
122K
$8.21M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
3.87K+ 23.98% |
$245K - $269K
|
20K
$1.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.84K+ 9.08% |
$243K - $267K
|
46.1K
$3.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.81K+ 9.21% |
$241K - $265K
|
45.1K
$3.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.79K+ 18.46% |
$240K - $264K
|
24.3K
$1.64M
|