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
|
Umb Bank, N.A.
|
SELL
|
- |
-76- 1.99% |
$4.82K - $5.3K
|
3.74K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-90- 1.81% |
$5.71K - $6.27K
|
4.89K
$335K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 7.5% |
$6.34K - $6.97K
|
1.23K
$84.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-104- 1.68% |
$6.59K - $7.25K
|
6.1K
$417K
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-104- 1.25% |
$6.59K - $7.25K
|
8.23K
$563K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-104- 3.07% |
$6.59K - $7.25K
|
3.28K
$224K
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-106- 0.45% |
$6.72K - $7.39K
|
23.5K
$1.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-107- 0.57% |
$6.78K - $7.46K
|
18.5K
$1.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-107- 1.64% |
$6.78K - $7.46K
|
6.4K
$438K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-117- 0.28% |
$7.42K - $8.15K
|
42.3K
$2.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-130- 0.23% |
$8.24K - $9.06K
|
56.5K
$3.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-132- 2.41% |
$8.37K - $9.2K
|
5.35K
$365K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-146- 1.49% |
$9.26K - $10.2K
|
9.63K
$658K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-155- 1.52% |
$9.83K - $10.8K
|
10.1K
$689K
|
|
|
Nov 06, 2025
Q3 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
SELL
|
- |
-169- 4.8% |
$10.7K - $11.8K
|
3.35K
$229K
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-187- 1.53% |
$11.9K - $13K
|
12.1K
$825K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 14.12% |
$12.7K - $13.9K
|
1.22K
$83.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-218- 1.36% |
$13.8K - $15.2K
|
15.8K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-226- 1.38% |
$14.3K - $15.7K
|
16.1K
$1.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-243- 2.98% |
$15.4K - $16.9K
|
7.91K
$541K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-247- 0.82% |
$15.7K - $17.2K
|
29.8K
$2.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-259- 0.18% |
$16.4K - $18K
|
145K
$9.9M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-265- 0.59% |
$16.8K - $18.5K
|
44.8K
$3.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-273- 1.48% |
$17.3K - $19K
|
18.2K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-276- 5.2% |
$17.5K - $19.2K
|
5.04K
$344K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-311- 0.67% |
$19.7K - $21.7K
|
46.3K
$3.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-333- 1.81% |
$21.1K - $23.2K
|
18.1K
$1.24M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-333- 5.68% |
$21.1K - $23.2K
|
5.53K
$378K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-335- 2.72% |
$21.2K - $23.3K
|
12K
$818K
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-347- 1.47% |
$22K - $24.2K
|
23.3K
$1.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-373- 8.18% |
$23.7K - $26K
|
4.19K
$286K
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-375- 0.77% |
$23.8K - $26.1K
|
48.2K
$3.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-391- 3.72% |
$24.8K - $27.2K
|
10.1K
$692K
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-406- 1.08% |
$25.7K - $28.3K
|
37.2K
$2.55M
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-412- 0.45% |
$26.1K - $28.7K
|
90.6K
$6.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
SELL
|
- |
-415- 6.08% |
$26.3K - $28.9K
|
6.41K
$438K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-416- 6.11% |
$26.4K - $29K
|
6.39K
$437K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-440- 5.53% |
$27.9K - $30.7K
|
7.51K
$514K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-455- 0.24% |
$28.9K - $31.7K
|
187K
$12.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-504- 1.79% |
$32K - $35.1K
|
27.7K
$1.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-508- 2.62% |
$32.2K - $35.4K
|
18.9K
$1.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-509- 0.17% |
$32.3K - $35.5K
|
294K
$20.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-516- 1.62% |
$32.7K - $36K
|
31.3K
$2.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-563- 0.38% |
$35.7K - $39.2K
|
146K
$9.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-564- 1.45% |
$35.8K - $39.3K
|
38.4K
$2.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-577- 16.03% |
$36.6K - $40.2K
|
3.02K
$207K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-620- 0.94% |
$39.3K - $43.2K
|
65.4K
$4.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-631- 2.09% |
$40K - $44K
|
29.5K
$2.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-646- 0.19% |
$41K - $45K
|
334K
$22.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-650- 6.44% |
$41.2K - $45.3K
|
9.44K
$645K
|