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 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-675- 1.73% |
$42.8K - $47K
|
38.4K
$2.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-679- 13.3% |
$43.1K - $47.3K
|
4.43K
$303K
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-720- 1.35% |
$45.7K - $50.2K
|
52.4K
$3.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-720- 8.9% |
$45.7K - $50.2K
|
7.37K
$504K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-753- 7.73% |
$47.7K - $52.5K
|
8.99K
$615K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-756- 1.34% |
$47.9K - $52.7K
|
55.7K
$3.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-786- 3.43% |
$49.8K - $54.8K
|
22.1K
$1.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-816- 0.74% |
$51.7K - $56.9K
|
109K
$7.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-896- 75.17% |
$56.8K - $62.4K
|
296
$20.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-923- 2.04% |
$58.5K - $64.3K
|
44.4K
$3.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-958- 4.69% |
$60.7K - $66.8K
|
19.5K
$1.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-959- 1.02% |
$60.8K - $66.8K
|
93.5K
$6.39M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-979- 24.85% |
$62.1K - $68.2K
|
2.96K
$202K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-988- 0.83% |
$62.6K - $68.9K
|
118K
$8.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.02K- 15.55% |
$64.9K - $71.3K
|
5.56K
$380K
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1.04K- 2.38% |
$65.9K - $72.5K
|
42.7K
$2.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.06K- 27.82% |
$66.9K - $73.5K
|
2.74K
$187K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.06K- 0.8% |
$67.3K - $73.9K
|
132K
$9.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.09K- 2.46% |
$68.9K - $75.7K
|
43.1K
$2.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.13K- 19.78% |
$71.3K - $78.4K
|
4.56K
$312K
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.13K- 0.24% |
$71.7K - $78.7K
|
478K
$32.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.13K- 20.36% |
$71.8K - $78.9K
|
4.43K
$303K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.16K- 20.0% |
$73.6K - $80.8K
|
4.64K
$317K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.19K- 0.89% |
$75.3K - $82.7K
|
132K
$9.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-1.2K- 1.87% |
$76K - $83.6K
|
63K
$4.31M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-1.22K- 64.71% |
$77.4K - $85.1K
|
666
$45.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.22K- 1.65% |
$77.6K - $85.2K
|
72.7K
$4.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.23K- 4.71% |
$78.2K - $85.9K
|
25K
$1.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.28K- 0.39% |
$80.8K - $88.9K
|
324K
$22.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.32K- 5.07% |
$83.6K - $91.9K
|
24.7K
$1.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.42K- 2.18% |
$90.3K - $99.2K
|
63.8K
$4.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.46K- 5.57% |
$92.5K - $102K
|
24.7K
$1.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-1.5K- 0.64% |
$95K - $104K
|
233K
$15.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.52K- 0.89% |
$96.4K - $106K
|
170K
$11.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.52K- 30.39% |
$96.6K - $106K
|
3.49K
$239K
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.54K- 4.41% |
$97.8K - $107K
|
33.4K
$2.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.58K- 8.32% |
$100K - $110K
|
17.4K
$1.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.78K- 6.2% |
$113K - $124K
|
26.9K
$1.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.82K- 13.62% |
$116K - $127K
|
11.6K
$790K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.89K- 1.94% |
$120K - $131K
|
95.1K
$6.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-1.9K- 2.8% |
$120K - $132K
|
66K
$4.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.93K- 2.43% |
$122K - $134K
|
77.6K
$5.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.94K- 40.08% |
$123K - $135K
|
2.9K
$198K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2K- 12.67% |
$127K - $139K
|
13.7K
$940K
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.12K- 4.93% |
$135K - $148K
|
41K
$2.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-2.13K- 4.94% |
$135K - $148K
|
41K
$2.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.14K- 1.17% |
$136K - $149K
|
180K
$12.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-2.17K- 11.26% |
$138K - $151K
|
17.1K
$1.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-2.19K- 1.57% |
$139K - $153K
|
138K
$9.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.3K- 10.15% |
$146K - $160K
|
20.4K
$1.39M
|