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
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$12.7K - $13.9K
|
200
$13.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
200+ 1.45% |
$12.7K - $13.9K
|
14K
$940K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
196+ 1.56% |
$12.4K - $13.7K
|
12.8K
$859K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
195+ 10.99% |
$12.4K - $13.6K
|
1.97K
$132K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
183+ 1.29% |
$11.6K - $12.8K
|
14.3K
$963K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
179+ 0.74% |
$11.4K - $12.5K
|
24.5K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
172+ 0.84% |
$10.9K - $12K
|
20.6K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
170+ 38.64% |
$10.8K - $11.8K
|
610
$41K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
145+ 0.57% |
$9.19K - $10.1K
|
25.5K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
137+ 0.02% |
$8.69K - $9.55K
|
669K
$44.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
135+ 1.47% |
$8.56K - $9.41K
|
9.35K
$628K
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
131+ 2.75% |
$8.31K - $9.13K
|
4.89K
$328K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
129+ 1.59% |
$8.18K - $8.99K
|
8.22K
$552K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
123+ 19.46% |
$7.8K - $8.57K
|
755
$50.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
118+ 3.4% |
$7.48K - $8.22K
|
3.59K
$241K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
103New |
$6.53K - $7.18K
|
103
$6.92K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
101+ 0.04% |
$6.4K - $7.04K
|
228K
$15.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
100+ 0.18% |
$6.34K - $6.97K
|
56.3K
$3.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
97New |
$6.15K - $6.76K
|
97
$6.51K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
96+ 0.25% |
$6.09K - $6.69K
|
39K
$2.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
90+ 0.2% |
$5.71K - $6.27K
|
44.1K
$2.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
84+ 0.76% |
$5.33K - $5.85K
|
11.1K
$744K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
81+ 1.22% |
$5.14K - $5.64K
|
6.72K
$452K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
81+ 1.54% |
$5.14K - $5.64K
|
5.35K
$359K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
77+ 0.22% |
$4.88K - $5.37K
|
34.9K
$2.35M
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
74+ 0.05% |
$4.69K - $5.16K
|
163K
$10.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
73+ 16.7% |
$4.63K - $5.09K
|
510
$34.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
69+ 2.66% |
$4.38K - $4.81K
|
2.66K
$179K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
66+ 0.21% |
$4.19K - $4.6K
|
31.9K
$2.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
63New |
$3.99K - $4.39K
|
63
$4.23K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
59+ 0.78% |
$3.74K - $4.11K
|
7.63K
$512K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
56+ 0.53% |
$3.55K - $3.9K
|
10.7K
$718K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
51+ 0.59% |
$3.23K - $3.55K
|
8.76K
$589K
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
49+ 0.1% |
$3.11K - $3.41K
|
47.9K
$3.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
49+ 0.04% |
$3.11K - $3.41K
|
123K
$8.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
48+ 0.15% |
$3.04K - $3.35K
|
31.6K
$2.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46+ 2.09% |
$2.92K - $3.21K
|
2.24K
$151K
|
|
|
Nov 12, 2025
Q3 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
46+ 0.55% |
$2.92K - $3.21K
|
8.34K
$560K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
46+ 0.21% |
$2.92K - $3.21K
|
21.6K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
45+ 0.05% |
$2.85K - $3.14K
|
93.4K
$6.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
45+ 0.24% |
$2.85K - $3.14K
|
19.1K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
45+ 0.24% |
$2.85K - $3.14K
|
19.1K
$1.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.17% |
$2.73K - $3K
|
25.2K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
41+ 0.54% |
$2.6K - $2.86K
|
7.62K
$512K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
39+ 0.28% |
$2.47K - $2.72K
|
14.1K
$944K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
38+ 4.19% |
$2.41K - $2.65K
|
945
$63.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
35+ 0.16% |
$2.22K - $2.44K
|
22.6K
$1.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
30+ 0.28% |
$1.9K - $2.09K
|
10.8K
$725K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
27+ 0.27% |
$1.71K - $1.88K
|
9.98K
$670K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25+ 0.13% |
$1.59K - $1.74K
|
19.2K
$1.29M
|
|