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 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
479+ 1.22% |
$30.4K - $33.4K
|
39.6K
$2.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
457+ 2.0% |
$29K - $31.8K
|
23.3K
$1.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
453+ 0.39% |
$28.7K - $31.6K
|
116K
$7.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
450+ 0.74% |
$28.5K - $31.4K
|
61.3K
$4.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
425+ 2.0% |
$26.9K - $29.6K
|
21.7K
$1.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
408+ 6.24% |
$25.9K - $28.4K
|
6.95K
$475K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
383New |
$24.3K - $26.7K
|
383
$26.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
377+ 1.34% |
$23.9K - $26.3K
|
28.6K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
355+ 1.58% |
$22.5K - $24.7K
|
22.8K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
337+ 0.32% |
$21.4K - $23.5K
|
107K
$7.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
316+ 6.06% |
$20K - $22K
|
5.53K
$378K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
300New |
$19K - $20.9K
|
300
$20.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
296+ 1.8% |
$18.8K - $20.6K
|
16.7K
$1.14M
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
284+ 0.67% |
$18K - $19.8K
|
42.9K
$2.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
283+ 1.43% |
$17.9K - $19.7K
|
20K
$1.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
279+ 6.3% |
$17.7K - $19.4K
|
4.71K
$322K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
270New |
$17.1K - $18.8K
|
270
$18.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
268+ 3.26% |
$17K - $18.7K
|
8.49K
$581K
|
|
|
Nov 12, 2025
Q3 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
259+ 2.83% |
$16.4K - $18K
|
9.42K
$644K
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
257+ 0.34% |
$16.3K - $17.9K
|
75.5K
$5.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
234+ 1.76% |
$14.8K - $16.3K
|
13.6K
$927K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
220+ 5.24% |
$14K - $15.3K
|
4.42K
$302K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
219+ 0.79% |
$13.9K - $15.3K
|
27.9K
$1.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
218+ 3.73% |
$13.8K - $15.2K
|
6.06K
$414K
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
202+ 5.9% |
$12.8K - $14.1K
|
3.63K
$248K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
200+ 1.45% |
$12.7K - $13.9K
|
14K
$957K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$12.7K - $13.9K
|
200
$13.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
196+ 1.56% |
$12.4K - $13.7K
|
12.8K
$875K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
195+ 10.99% |
$12.4K - $13.6K
|
1.97K
$135K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
183+ 1.29% |
$11.6K - $12.8K
|
14.3K
$980K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
179+ 0.74% |
$11.4K - $12.5K
|
24.5K
$1.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
172+ 0.84% |
$10.9K - $12K
|
20.6K
$1.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
170+ 38.64% |
$10.8K - $11.8K
|
610
$41.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
145+ 0.57% |
$9.19K - $10.1K
|
25.5K
$1.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
137+ 0.02% |
$8.69K - $9.55K
|
669K
$45.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
135+ 1.47% |
$8.56K - $9.41K
|
9.35K
$639K
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
131+ 2.75% |
$8.31K - $9.13K
|
4.89K
$334K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
129+ 1.59% |
$8.18K - $8.99K
|
8.22K
$562K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
123+ 19.46% |
$7.8K - $8.57K
|
755
$51.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
118+ 3.4% |
$7.48K - $8.22K
|
3.59K
$245K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
103New |
$6.53K - $7.18K
|
103
$7.04K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
101+ 0.04% |
$6.4K - $7.04K
|
228K
$15.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
97New |
$6.15K - $6.76K
|
97
$6.63K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
96+ 0.25% |
$6.09K - $6.69K
|
39K
$2.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
90+ 0.2% |
$5.71K - $6.27K
|
44.1K
$3.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
84+ 0.76% |
$5.33K - $5.85K
|
11.1K
$758K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
81+ 1.22% |
$5.14K - $5.64K
|
6.72K
$460K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
81+ 1.54% |
$5.14K - $5.64K
|
5.35K
$366K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
73+ 16.7% |
$4.63K - $5.09K
|
510
$34.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
69+ 2.66% |
$4.38K - $4.81K
|
2.66K
$182K
|