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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-783K- 97.58% |
$46.4M - $51.2M
|
19.5K
$1.27M
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-372K- 96.97% |
$22.1M - $24.3M
|
11.6K
$760K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-310K- 83.65% |
$18.3M - $20.2M
|
60.5K
$3.95M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-152K- 97.7% |
$9.01M - $9.93M
|
3.59K
$234K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-130K- 1.14% |
$7.69M - $8.48M
|
11.2M
$732M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-111K- 46.87% |
$6.59M - $7.27M
|
126K
$8.24M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-107K- 26.99% |
$6.33M - $6.98M
|
289K
$18.9M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-73.1K- 96.36% |
$4.33M - $4.78M
|
2.76K
$180K
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-57.4K- 0.85% |
$3.4M - $3.75M
|
6.66M
$435M
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-57K- 5.65% |
$3.38M - $3.72M
|
952K
$62.2M
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-56.6K- 8.49% |
$3.36M - $3.7M
|
611K
$39.9M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-46.2K- 4.34% |
$2.73M - $3.02M
|
1.02M
$66.4M
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-45.3K- 52.14% |
$2.68M - $2.96M
|
41.6K
$2.71M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-41.8K- 3.13% |
$2.47M - $2.73M
|
1.29M
$84.4M
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-38.1K- 21.26% |
$2.26M - $2.49M
|
141K
$9.21M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.3K- 31.04% |
$1.74M - $1.92M
|
65.2K
$4.26M
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-28.7K- 74.5% |
$1.7M - $1.87M
|
9.81K
$640K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-25.1K- 5.02% |
$1.49M - $1.64M
|
474K
$31M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-22.2K- 10.77% |
$1.31M - $1.45M
|
184K
$12M
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-21.8K- 42.07% |
$1.29M - $1.43M
|
30K
$1.96M
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-21.7K- 1.48% |
$1.29M - $1.42M
|
1.44M
$94.2M
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-17.2K- 3.34% |
$1.02M - $1.13M
|
499K
$32.6M
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-14.9K- 2.91% |
$883K - $974K
|
497K
$32.5M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-13.2K- 6.53% |
$783K - $863K
|
189K
$12.4M
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-12K- 60.51% |
$713K - $786K
|
7.86K
$513K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11.2K- 5.19% |
$663K - $731K
|
204K
$13.3M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-10.1K- 8.72% |
$599K - $661K
|
106K
$6.91M
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-9.46K- 3.19% |
$561K - $618K
|
287K
$18.7M
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.26K- 2.26% |
$490K - $540K
|
357K
$23.3M
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-8.2K- 6.26% |
$486K - $536K
|
123K
$8.02M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7.13K- 10.83% |
$422K - $466K
|
58.7K
$3.83M
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.1K- 4.34% |
$361K - $398K
|
134K
$8.77M
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-5.63K- 1.18% |
$333K - $367K
|
471K
$30.7M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.51K- 38.24% |
$327K - $360K
|
8.91K
$581K
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.45K- 21.09% |
$323K - $356K
|
20.4K
$1.33M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-5.4K- 6.21% |
$320K - $353K
|
81.6K
$5.32M
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-5.36K- 1.49% |
$318K - $350K
|
355K
$23.2M
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-5.18K- 2.89% |
$307K - $338K
|
174K
$11.4M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.94K- 33.15% |
$293K - $323K
|
9.97K
$651K
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-4.73K- 20.32% |
$280K - $309K
|
18.5K
$1.21M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.49K- 0.7% |
$266K - $293K
|
633K
$41.3M
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.34K- 5.24% |
$257K - $284K
|
78.6K
$5.13M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4.2K- 0.58% |
$249K - $274K
|
720K
$47M
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-4.08K- 2.19% |
$242K - $267K
|
182K
$11.9M
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4.05K- 6.3% |
$240K - $265K
|
60.3K
$3.93M
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-3.9K- 1.29% |
$231K - $255K
|
297K
$19.4M
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-3.38K- 7.34% |
$200K - $220K
|
42.6K
$2.78M
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-3.16K- 3.19% |
$187K - $207K
|
96.2K
$6.28M
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-3.09K- 0.53% |
$183K - $202K
|
584K
$38.2M
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.09K- 50.0% |
$183K - $202K
|
3.09K
$201K
|