Latest Institutional Transactions on Dimensional ETF Tr U S Small C (DFAS)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr U S Small C (DFAS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-2.39K- 10.24% |
$158K - $166K
|
21K
$1.41M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
10.6K+ 2.25% |
$701K - $740K
|
483K
$32.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
SELL
|
- |
-2.17K- 7.27% |
$143K - $151K
|
27.7K
$1.86M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-724- 7.54% |
$47.8K - $50.4K
|
8.88K
$596K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
730+ 1.48% |
$48.2K - $50.9K
|
50K
$3.36M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.17KNew |
$76.9K - $81.2K
|
1.17K
$78.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-10.4K- 7.08% |
$684K - $722K
|
136K
$9.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-328K- 82.01% |
$21.6M - $22.8M
|
71.9K
$4.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
643+ 7.43% |
$42.5K - $44.8K
|
9.3K
$624K
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
7.83K+ 11.68% |
$517K - $545K
|
74.8K
$5.02M
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5.13K+ 3.03% |
$339K - $357K
|
174K
$11.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Financial Planning Navigators Corp
Maple Grove, MN |
BUY
|
- |
33.2KNew |
$2.19M - $2.31M
|
33.2K
$2.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-146- 0.26% |
$9.64K - $10.2K
|
56.2K
$3.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-114- 2.3% |
$7.53K - $7.94K
|
4.85K
$326K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.27% |
$66 - $69.7
|
376
$25.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-1.85K- 0.33% |
$122K - $129K
|
562K
$37.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.38K+ 3.15% |
$422K - $445K
|
209K
$14.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
485+ 15.55% |
$32K - $33.8K
|
3.6K
$242K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
831New |
$54.9K - $57.9K
|
831
$55.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5.5K+ 35.48% |
$363K - $383K
|
21K
$1.41M
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
21+ 0.19% |
$1.39K - $1.46K
|
11.1K
$744K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
99+ 1.12% |
$6.54K - $6.9K
|
8.91K
$598K
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.22K+ 1.99% |
$345K - $364K
|
268K
$18M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-500- 5.16% |
$33K - $34.8K
|
9.19K
$617K
|
|
|
Jan 15, 2026
Q4 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-114K- 70.45% |
$7.56M - $7.97M
|
48K
$3.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
117K+ 12.53% |
$7.72M - $8.14M
|
1.05M
$70.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.06K- 4.24% |
$69.9K - $73.8K
|
23.9K
$1.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.09K+ 12.85% |
$336K - $355K
|
44.7K
$3M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.63KNew |
$174K - $183K
|
2.63K
$177K
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
43+ 0.24% |
$2.84K - $3K
|
18.2K
$1.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-11.1K- 4.05% |
$734K - $775K
|
263K
$17.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
1.74K+ 1.66% |
$115K - $121K
|
106K
$7.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.43K+ 0.44% |
$94.1K - $99.3K
|
324K
$21.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4.14K- 0.56% |
$273K - $288K
|
735K
$49.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2+ 0.01% |
$132 - $139
|
16.5K
$1.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12+ 0.09% |
$792 - $836
|
13K
$876K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.26K+ 5.49% |
$83.1K - $87.6K
|
24.2K
$1.62M
|
|
|
Jan 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-234- 2.39% |
$15.5K - $16.3K
|
9.57K
$643K
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
27.1K+ 11.17% |
$1.79M - $1.89M
|
270K
$18.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
12KNew |
$793K - $836K
|
12K
$806K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.29K+ 14.55% |
$284K - $299K
|
33.8K
$2.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-9.42K- 8.53% |
$622K - $657K
|
101K
$6.78M
|
|
|
Jan 14, 2026
Q4 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
8.03K+ 2.35% |
$530K - $559K
|
350K
$23.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.77K+ 2.86% |
$249K - $263K
|
136K
$9.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12.1K+ 1.26% |
$797K - $841K
|
967K
$64.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.14K- 21.68% |
$471K - $497K
|
25.8K
$1.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-312- 2.65% |
$20.6K - $21.7K
|
11.5K
$770K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-1.83K- 2.91% |
$121K - $128K
|
61.1K
$4.11M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6+ 0.14% |
$396 - $418
|
4.42K
$297K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
25+ 0.21% |
$1.65K - $1.74K
|
12.1K
$812K
|
|