Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-185K- 6.83% |
$11.7M - $13.1M
|
2.52M
$169M
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-31.4K- 14.16% |
$2M - $2.23M
|
190K
$12.8M
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-28.5K- 52.08% |
$1.81M - $2.03M
|
26.2K
$1.76M
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-6.08K- 1.39% |
$386K - $432K
|
430K
$28.9M
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-4.14K- 28.7% |
$263K - $295K
|
10.3K
$691K
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.01K- 1.15% |
$255K - $285K
|
346K
$23.2M
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.97K- 1.98% |
$189K - $211K
|
147K
$9.86M
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-2.87K- 2.42% |
$182K - $204K
|
116K
$7.77M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.46K- 2.33% |
$157K - $175K
|
103K
$6.94M
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.88K- 1.95% |
$119K - $133K
|
94.3K
$6.33M
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.83K- 19.05% |
$116K - $130K
|
7.77K
$521K
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.63K- 2.1% |
$104K - $116K
|
75.8K
$5.09M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.58K- 10.88% |
$100K - $112K
|
12.9K
$867K
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.56K- 0.9% |
$99.3K - $111K
|
172K
$11.6M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-703- 2.74% |
$44.7K - $50K
|
24.9K
$1.67M
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-676- 15.53% |
$43K - $48.1K
|
3.68K
$247K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-470- 0.41% |
$29.9K - $33.4K
|
114K
$7.63M
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-442- 0.15% |
$28.1K - $31.4K
|
292K
$19.6M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-367- 0.56% |
$23.3K - $26.1K
|
64.9K
$4.36M
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-244- 0.18% |
$15.5K - $17.4K
|
138K
$9.24M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-179- 2.15% |
$11.4K - $12.7K
|
8.13K
$546K
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-172- 4.24% |
$10.9K - $12.2K
|
3.89K
$261K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-170- 0.48% |
$10.8K - $12.1K
|
35.4K
$2.37M
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-146- 0.72% |
$9.28K - $10.4K
|
20.3K
$1.36M
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-114- 0.47% |
$7.25K - $8.11K
|
24K
$1.61M
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-103- 0.11% |
$6.55K - $7.33K
|
94.2K
$6.32M
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-91- 1.13% |
$5.79K - $6.47K
|
7.95K
$534K
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-80- 0.6% |
$5.09K - $5.69K
|
13.2K
$886K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-79- 1.52% |
$5.02K - $5.62K
|
5.11K
$343K
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-29- 7.23% |
$1.84K - $2.06K
|
372
$25K
|
|
Q3 2024 | |||||||
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-783K- 97.58% |
$46.4M - $51.2M
|
19.5K
$1.31M
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-372K- 96.97% |
$22.1M - $24.3M
|
11.6K
$782K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-310K- 83.65% |
$18.3M - $20.2M
|
60.5K
$4.06M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-152K- 97.7% |
$9.01M - $9.93M
|
3.59K
$241K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-130K- 1.14% |
$7.69M - $8.48M
|
11.2M
$752M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-111K- 46.87% |
$6.59M - $7.27M
|
126K
$8.47M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-107K- 26.99% |
$6.33M - $6.98M
|
289K
$19.4M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-73.1K- 96.36% |
$4.33M - $4.78M
|
2.76K
$185K
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-57.4K- 0.85% |
$3.4M - $3.75M
|
6.66M
$447M
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-57K- 5.65% |
$3.38M - $3.72M
|
952K
$63.9M
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-56.6K- 8.49% |
$3.36M - $3.7M
|
611K
$41M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-46.2K- 4.34% |
$2.73M - $3.02M
|
1.02M
$68.2M
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-45.3K- 52.14% |
$2.68M - $2.96M
|
41.6K
$2.79M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-41.8K- 3.13% |
$2.47M - $2.73M
|
1.29M
$86.8M
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-38.1K- 21.26% |
$2.26M - $2.49M
|
141K
$9.47M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.3K- 31.04% |
$1.74M - $1.92M
|
65.2K
$4.38M
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-28.7K- 74.5% |
$1.7M - $1.87M
|
9.81K
$658K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-25.1K- 5.02% |
$1.49M - $1.64M
|
474K
$31.8M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-22.2K- 10.77% |
$1.31M - $1.45M
|
184K
$12.3M
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-21.8K- 42.07% |
$1.29M - $1.43M
|
30K
$2.02M
|