Latest Institutional Purchases of Dimensional ETF Tr U S Small C (DFAS)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr U S Small C (DFAS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
7.28K+ 12.74% |
$462K - $508K
|
64.4K
$4.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
7.2K+ 1.76% |
$456K - $502K
|
416K
$27.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
7.01K+ 4.47% |
$445K - $489K
|
164K
$11M
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
BUY
|
- |
6.8K+ 5.73% |
$431K - $474K
|
125K
$8.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.8K+ 11.3% |
$431K - $474K
|
67K
$4.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.74K+ 4.06% |
$428K - $470K
|
173K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.72K+ 6.53% |
$426K - $468K
|
110K
$7.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.48KNew |
$411K - $451K
|
6.48K
$435K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.44K+ 13.99% |
$408K - $449K
|
52.5K
$3.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
6.12K+ 5.42% |
$388K - $427K
|
119K
$8M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
5.95K+ 4.43% |
$377K - $415K
|
140K
$9.43M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.94KNew |
$376K - $414K
|
5.94K
$399K
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5.87K+ 1.83% |
$372K - $409K
|
326K
$21.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
5.84K+ 3.73% |
$370K - $407K
|
162K
$10.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
5.64K+ 4.5% |
$358K - $393K
|
131K
$8.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
5.57K+ 5.54% |
$353K - $388K
|
106K
$7.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.51K+ 24.28% |
$349K - $384K
|
28.2K
$1.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.46KNew |
$346K - $380K
|
5.46K
$366K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5.4K+ 3.15% |
$343K - $377K
|
177K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.39K+ 1.37% |
$342K - $375K
|
399K
$26.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5.31K+ 1.98% |
$337K - $370K
|
273K
$18.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.11K+ 371.85% |
$324K - $356K
|
6.49K
$436K
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5K+ 47.51% |
$317K - $348K
|
15.5K
$1.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
4.82K+ 5.32% |
$306K - $336K
|
95.5K
$6.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4.8K+ 10.8% |
$304K - $335K
|
49.2K
$3.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
4.76K+ 1.41% |
$302K - $332K
|
342K
$23M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.69K+ 1.99% |
$298K - $327K
|
240K
$16.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4.63KNew |
$293K - $323K
|
4.63K
$311K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
4.61K+ 1.69% |
$292K - $321K
|
277K
$18.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.58K+ 1.44% |
$290K - $319K
|
322K
$21.6M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
4.41K+ 6.34% |
$280K - $308K
|
74K
$4.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.41KNew |
$280K - $308K
|
4.41K
$296K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.37K+ 3.88% |
$277K - $304K
|
117K
$7.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
4.33KNew |
$275K - $302K
|
4.33K
$291K
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
4.27K+ 6.44% |
$271K - $297K
|
70.5K
$4.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
4.25K+ 8.46% |
$270K - $296K
|
54.5K
$3.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
4.25KNew |
$269K - $296K
|
4.25K
$285K
|
|
|
Nov 07, 2025
Q3 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.21K+ 9.76% |
$267K - $293K
|
47.4K
$3.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.21K+ 3.6% |
$267K - $293K
|
121K
$8.13M
|
|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
BUY
|
- |
4.17KNew |
$264K - $291K
|
4.17K
$280K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
4.13K+ 11.65% |
$262K - $288K
|
39.6K
$2.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4.12KNew |
$261K - $287K
|
4.12K
$277K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.07KNew |
$258K - $283K
|
4.07K
$273K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
4.05K+ 3.38% |
$257K - $282K
|
124K
$8.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.03KNew |
$255K - $281K
|
4.03K
$270K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.96K+ 11.61% |
$251K - $276K
|
38.1K
$2.56M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.94KNew |
$250K - $274K
|
3.94K
$264K
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
3.87K+ 3.29% |
$246K - $270K
|
122K
$8.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
3.87K+ 23.98% |
$245K - $269K
|
20K
$1.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.84K+ 9.08% |
$243K - $267K
|
46.1K
$3.09M
|
|