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 |
---|---|---|---|---|---|---|---|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-601K- 96.86% |
$31.4M - $38.3M
|
19.5K
$1.28M
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
SELL
|
- |
-435K- 92.16% |
$22.7M - $27.7M
|
37K
$2.43M
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-89.4K- 3.63% |
$4.68M - $5.7M
|
2.37M
$156M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-70.6K- 78.56% |
$3.69M - $4.5M
|
19.3K
$1.27M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-45.9K- 8.79% |
$2.4M - $2.92M
|
476K
$31.3M
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-33.9K- 2.42% |
$1.77M - $2.16M
|
1.37M
$89.8M
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-32.7K- 29.84% |
$1.71M - $2.08M
|
76.9K
$5.06M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30.4K- 11.72% |
$1.59M - $1.94M
|
229K
$15.1M
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-20.8K- 8.92% |
$1.09M - $1.32M
|
212K
$13.9M
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-19.4K- 4.82% |
$1.02M - $1.24M
|
383K
$25.2M
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-13.2K- 7.18% |
$688K - $838K
|
170K
$11.2M
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-13K- 11.05% |
$679K - $827K
|
104K
$6.87M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13K- 34.72% |
$678K - $826K
|
24.4K
$1.6M
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-11K- 2.74% |
$574K - $699K
|
389K
$25.6M
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-9.29K- 15.95% |
$486K - $592K
|
48.9K
$3.22M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.61K- 35.34% |
$450K - $548K
|
15.7K
$1.04M
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-8.05K- 16.18% |
$421K - $513K
|
41.7K
$2.74M
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-7.95K- 50.0% |
$416K - $507K
|
7.95K
$523K
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-7.09K- 1.55% |
$371K - $452K
|
452K
$29.7M
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-6.77K- 29.28% |
$354K - $431K
|
16.4K
$1.08M
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-5.69K- 4.64% |
$298K - $363K
|
117K
$7.69M
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-5.59K- 9.47% |
$292K - $356K
|
53.4K
$3.51M
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-4.68K- 4.85% |
$245K - $298K
|
91.7K
$6.03M
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-4.35K- 2.94% |
$227K - $277K
|
143K
$9.43M
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.22K- 28.32% |
$221K - $269K
|
10.7K
$703K
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-4.14K- 3.69% |
$217K - $264K
|
108K
$7.11M
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-3.43K- 19.22% |
$180K - $219K
|
14.4K
$949K
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.16K- 12.01% |
$165K - $201K
|
23.1K
$1.52M
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.91K- 1.22% |
$152K - $185K
|
235K
$15.5M
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.59K- 2.14% |
$136K - $165K
|
119K
$7.81M
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-2.58K- 5.65% |
$135K - $164K
|
43.1K
$2.83M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.55K- 31.67% |
$133K - $162K
|
5.5K
$362K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.48K- 14.2% |
$129K - $158K
|
15K
$984K
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.36K- 29.83% |
$124K - $150K
|
5.55K
$365K
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.96K- 22.38% |
$103K - $125K
|
6.8K
$447K
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-1.57K- 12.5% |
$82.3K - $100K
|
11K
$724K
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-1.55K- 2.46% |
$81.2K - $98.9K
|
61.6K
$4.05M
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.52K- 3.34% |
$79.6K - $96.9K
|
44.1K
$2.9M
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.42K- 1.09% |
$74.3K - $90.5K
|
129K
$8.51M
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.38K- 1.02% |
$71.9K - $87.6K
|
133K
$8.77M
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-1.28K- 1.95% |
$66.7K - $81.3K
|
64.2K
$4.22M
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.21K- 1.79% |
$63.1K - $76.8K
|
66K
$4.34M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-987- 10.18% |
$51.6K - $62.9K
|
8.71K
$573K
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-983- 1.07% |
$51.4K - $62.6K
|
91K
$5.98M
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-964- 3.31% |
$50.4K - $61.4K
|
28.2K
$1.85M
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-957- 3.52% |
$50.1K - $61K
|
26.2K
$1.72M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-841- 17.57% |
$44K - $53.6K
|
3.95K
$259K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-836- 12.61% |
$43.7K - $53.3K
|
5.8K
$381K
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-806- 1.41% |
$42.2K - $51.4K
|
56.5K
$3.71M
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-805- 3.41% |
$42.1K - $51.3K
|
22.8K
$1.5M
|