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 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1K+ 16.12% |
$63.6K - $69.9K
|
7.22K
$485K
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
BUY
|
- |
888+ 2.59% |
$56.3K - $61.9K
|
35.1K
$2.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
853+ 1.68% |
$54.1K - $59.4K
|
51.7K
$3.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
840+ 4.86% |
$53.3K - $58.5K
|
18.1K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
799+ 0.58% |
$50.7K - $55.7K
|
139K
$9.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
784+ 2.19% |
$49.7K - $54.6K
|
36.5K
$2.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
768+ 5.53% |
$48.7K - $53.5K
|
14.7K
$985K
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
768+ 6.97% |
$48.7K - $53.5K
|
11.8K
$791K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
728+ 5.42% |
$46.2K - $50.7K
|
14.2K
$951K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
711+ 4.41% |
$45.1K - $49.5K
|
16.8K
$1.13M
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
705New |
$44.7K - $49.1K
|
705
$47.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
699New |
$44.3K - $48.7K
|
699
$46.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
680+ 1096.77% |
$43.1K - $47.4K
|
742
$49.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
680+ 6.08% |
$43.1K - $47.4K
|
11.9K
$796K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
632+ 11.28% |
$40.1K - $44K
|
6.24K
$419K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
606+ 1.53% |
$38.4K - $42.2K
|
40.3K
$2.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
603+ 2.46% |
$38.2K - $42K
|
25.2K
$1.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
591+ 1.87% |
$37.5K - $41.2K
|
32.1K
$2.16M
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
571+ 10.12% |
$36.2K - $39.8K
|
6.22K
$417K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
560+ 3.19% |
$35.5K - $39K
|
18.1K
$1.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
549+ 1.99% |
$34.8K - $38.3K
|
28.2K
$1.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
547+ 0.06% |
$34.7K - $38.1K
|
955K
$64.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
537+ 12.79% |
$34.1K - $37.4K
|
4.73K
$318K
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
479+ 1.22% |
$30.4K - $33.4K
|
39.6K
$2.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
457+ 2.0% |
$29K - $31.8K
|
23.3K
$1.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
453+ 0.39% |
$28.7K - $31.6K
|
116K
$7.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
450+ 0.74% |
$28.5K - $31.4K
|
61.3K
$4.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
425+ 2.0% |
$26.9K - $29.6K
|
21.7K
$1.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
408+ 6.24% |
$25.9K - $28.4K
|
6.95K
$466K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
398+ 0.9% |
$25.2K - $27.7K
|
44.7K
$3M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
383New |
$24.3K - $26.7K
|
383
$25.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
377+ 1.34% |
$23.9K - $26.3K
|
28.6K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
355+ 1.58% |
$22.5K - $24.7K
|
22.8K
$1.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
337+ 0.32% |
$21.4K - $23.5K
|
107K
$7.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
335+ 4.25% |
$21.2K - $23.3K
|
8.22K
$552K
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
316+ 6.06% |
$20K - $22K
|
5.53K
$371K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
300New |
$19K - $20.9K
|
300
$20.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
296+ 1.8% |
$18.8K - $20.6K
|
16.7K
$1.12M
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
284+ 0.67% |
$18K - $19.8K
|
42.9K
$2.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
283+ 1.43% |
$17.9K - $19.7K
|
20K
$1.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
279+ 6.3% |
$17.7K - $19.4K
|
4.71K
$316K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
270New |
$17.1K - $18.8K
|
270
$18.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
268+ 3.26% |
$17K - $18.7K
|
8.49K
$570K
|
|
|
Nov 12, 2025
Q3 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
259+ 2.83% |
$16.4K - $18K
|
9.42K
$632K
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
257+ 0.34% |
$16.3K - $17.9K
|
75.5K
$5.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
234+ 1.76% |
$14.8K - $16.3K
|
13.6K
$910K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
220+ 5.24% |
$14K - $15.3K
|
4.42K
$297K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
219+ 0.79% |
$13.9K - $15.3K
|
27.9K
$1.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
218+ 3.73% |
$13.8K - $15.2K
|
6.06K
$407K
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
202+ 5.9% |
$12.8K - $14.1K
|
3.63K
$244K
|
|