Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr U S Small C (DFAS)

DFAS Quotes by TradingView

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 21, 2025 Q3 2025
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
66
+ 0.21%
$4.19K - $4.6K
31.9K $2.18M
Nov 12, 2025 Q3 2025
Creative Financial Designs Inc

BUY
 -
63
New
$3.99K - $4.39K
63 $4.31K
Oct 14, 2025 Q3 2025
S.A. Mason LLC

BUY
 -
59
+ 0.78%
$3.74K - $4.11K
7.63K $522K
Oct 23, 2025 Q3 2025
Wingate Wealth Advisors, Inc.

Lexington, MA
BUY
 -
56
+ 0.53%
$3.55K - $3.9K
10.7K $731K
Oct 17, 2025 Q3 2025
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
51
+ 0.59%
$3.23K - $3.55K
8.76K $599K
Oct 28, 2025 Q3 2025
Carson Allaria Wealth Management, Ltd.

BUY
 -
49
+ 0.04%
$3.11K - $3.41K
123K $8.42M
Nov 05, 2025 Q3 2025
Tag Stone Capital, Inc.

BUY
 -
49
+ 0.1%
$3.11K - $3.41K
47.9K $3.28M
Nov 05, 2025 Q3 2025
Concord Wealth Partners

BUY
 -
48
+ 0.15%
$3.04K - $3.35K
31.6K $2.16M
Nov 12, 2025 Q3 2025
Planwiser Financial, LLC

Colorado Springs, CO
BUY
 -
46
+ 0.55%
$2.92K - $3.21K
8.34K $570K
Oct 29, 2025 Q3 2025
Awm Capital, LLC

BUY
 -
46
+ 0.21%
$2.92K - $3.21K
21.6K $1.48M
Oct 23, 2025 Q3 2025
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
45
+ 0.24%
$2.85K - $3.14K
19.1K $1.3M
Nov 06, 2025 Q3 2025
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
45
+ 0.24%
$2.85K - $3.14K
19.1K $1.31M
Nov 12, 2025 Q3 2025
Jmg Financial Group, Ltd.

BUY
 -
45
+ 0.05%
$2.85K - $3.14K
93.4K $6.39M
Nov 10, 2025 Q3 2025
Jfs Wealth Advisors, LLC

BUY
 -
43
+ 0.17%
$2.73K - $3K
25.2K $1.72M
Oct 30, 2025 Q3 2025
Verus Financial Partners, Inc.

BUY
 -
39
+ 0.28%
$2.47K - $2.72K
14.1K $961K
Nov 13, 2025 Q3 2025
Russell Investments Group, Ltd.

BUY
 -
38
+ 4.19%
$2.41K - $2.65K
945 $64.6K
Nov 13, 2025 Q3 2025
Rmb Capital Management, LLC

BUY
 -
35
+ 0.16%
$2.22K - $2.44K
22.6K $1.54M
Oct 24, 2025 Q3 2025
Citizens Financial Group Inc

BUY
 -
30
+ 0.28%
$1.9K - $2.09K
10.8K $738K
Nov 10, 2025 Q3 2025
First American Trust, Fsb

BUY
 -
27
+ 0.27%
$1.71K - $1.88K
9.98K $682K
Oct 31, 2025 Q3 2025
Opus Capital Group, LLC

BUY
 -
25
+ 0.16%
$1.59K - $1.74K
15.3K $1.04M
Nov 10, 2025 Q3 2025
Kovitz Investment Group Partners, LLC

BUY
 -
25
+ 0.13%
$1.59K - $1.74K
19.2K $1.31M
Oct 28, 2025 Q3 2025
Professional Financial Advisors, LLC

BUY
 -
24
+ 0.27%
$1.52K - $1.67K
8.81K $602K
Oct 30, 2025 Q3 2025
Tranquility Partners, LLC

BUY
 -
17
+ 0.35%
$1.08K - $1.18K
4.85K $331K
Oct 29, 2025 Q3 2025
Signature Wealth Management Group

BUY
 -
15
+ 0.3%
$951 - $1.05K
4.97K $340K
Nov 10, 2025 Q3 2025
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
14
+ 0.04%
$888 - $976
35.7K $2.44M
Oct 10, 2025 Q3 2025
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
14
+ 0.27%
$888 - $976
5.24K $358K
Oct 17, 2025 Q3 2025
Towneley Capital Management, Inc / De

Laguna Hills, CA
BUY
 -
12
+ 0.27%
$761 - $836
4.5K $308K
Oct 06, 2025 Q3 2025
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
12
+ 0.05%
$761 - $836
24.2K $1.66M
Oct 09, 2025 Q3 2025
North Capital, Inc.

Salt Lake City, UT
BUY
 -
11
+ 0.3%
$698 - $767
3.73K $255K
Oct 21, 2025 Q3 2025
Pds Planning, Inc

BUY
 -
10
+ 0.28%
$634 - $697
3.55K $243K
Oct 27, 2025 Q3 2025
American Financial Advisors, LLC

BUY
 -
9
+ 0.22%
$571 - $627
4.17K $285K
Oct 20, 2025 Q3 2025
Montz Harcus Wealth Management LLC

BUY
 -
9
+ 0.25%
$571 - $627
3.54K $242K
Nov 13, 2025 Q3 2025
Franklin Resources Inc

San Mateo, CA
BUY
 -
9
+ 0.3%
$571 - $627
3.03K $207K
Nov 13, 2025 Q3 2025
North Rock Partners, LLC

BUY
 -
8
+ 0.2%
$507 - $558
3.99K $273K
Oct 29, 2025 Q3 2025
Allegiance Financial Group Advisory Services LLC

Vienna, VA
BUY
 -
8
+ 0.1%
$507 - $558
7.74K $529K
Oct 20, 2025 Q3 2025
Clark Asset Management, LLC

Stratham, NH
BUY
 -
7
+ 0.05%
$444 - $488
12.8K $874K
Oct 22, 2025 Q3 2025
Milestone Asset Management Group, LLC

Avon, CT
BUY
 -
7
+ 0.14%
$444 - $488
4.98K $340K
Oct 21, 2025 Q3 2025
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
6
+ 0.01%
$380 - $418
57.7K $3.95M
Oct 31, 2025 Q3 2025
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
5
+ 0.32%
$317 - $348
1.56K $107K
Oct 17, 2025 Q3 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
5
+ 0.06%
$317 - $348
8.66K $592K
Nov 07, 2025 Q3 2025
Bedel Financial Consulting, Inc.

BUY
 -
4
+ 0.02%
$254 - $279
17.5K $1.19M
Nov 03, 2025 Q3 2025
Valeo Financial Advisors, LLC

BUY
 -
4
+ 0.03%
$254 - $279
15K $1.02M
Oct 10, 2025 Q3 2025
Newton One Investments LLC

BUY
 -
3
+ 0.13%
$190 - $209
2.31K $158K
Nov 05, 2025 Q3 2025
Trace Wealth Advisors, LLC

Los Angeles, CA
BUY
 -
3
+ 0.01%
$190 - $209
35.4K $2.42M
Nov 03, 2025 Q3 2025
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
2
+ 0.27%
$127 - $139
733 $50.1K
Oct 14, 2025 Q3 2025
Ellenbecker Investment Group

BUY
 -
2
+ 0.05%
$127 - $139
3.68K $252K
Oct 30, 2025 Q3 2025
Ridgewood Investments LLC

BUY
 -
2
+ 0.05%
$127 - $139
3.97K $272K
Oct 29, 2025 Q3 2025
Joel Isaacson & Co., LLC

BUY
 -
1
+ 0.02%
$63.4 - $69.7
5.56K $380K
Oct 08, 2025 Q3 2025
Websterrogers Financial Advisors, LLC

BUY
 -
1
+ 0.01%
$63.4 - $69.7
13.1K $893K

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