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 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.04K- 33.83% |
$54.4K - $66.3K
|
2.03K
$134K
|
|
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
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-798- 4.84% |
$41.7K - $50.8K
|
15.7K
$1.03M
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-749- 49.97% |
$39.2K - $47.7K
|
750
$49.3K
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-610- 0.17% |
$31.9K - $38.9K
|
351K
$23.1M
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-595- 8.38% |
$31.1K - $37.9K
|
6.51K
$428K
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-571- 0.2% |
$29.9K - $36.4K
|
289K
$19M
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-492- 0.85% |
$25.7K - $31.4K
|
57.7K
$3.8M
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-341- 1.07% |
$17.8K - $21.7K
|
31.6K
$2.07M
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-326- 4.05% |
$17.1K - $20.8K
|
7.73K
$509K
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-310- 1.82% |
$16.2K - $19.8K
|
16.7K
$1.1M
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-304- 1.24% |
$15.9K - $19.4K
|
24.2K
$1.59M
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-281- 1.45% |
$14.7K - $17.9K
|
19.1K
$1.26M
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-280- 87.5% |
$14.6K - $17.8K
|
40
$2.63K
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-275- 0.86% |
$14.4K - $17.5K
|
31.7K
$2.08M
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-192- 2.07% |
$10K - $12.2K
|
9.08K
$597K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-133- 1.25% |
$6.96K - $8.47K
|
10.5K
$692K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-123- 0.64% |
$6.43K - $7.84K
|
19K
$1.25M
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-114- 0.7% |
$5.96K - $7.26K
|
16.1K
$1.06M
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-40- 6.4% |
$2.09K - $2.55K
|
585
$38.5K
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.36% |
$785 - $956
|
4.2K
$276K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8- 0.09% |
$418 - $510
|
9.23K
$607K
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1- 0.01% |
$52.3 - $63.7
|
11.1K
$729K
|
|
Q1 2025 | |||||||
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-328K- 42.2% |
$19.3M - $22.4M
|
449K
$29.5M
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-160K- 59.71% |
$9.43M - $10.9M
|
108K
$7.11M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-84.9K- 99.59% |
$5M - $5.79M
|
351
$23.1K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-78.3K- 54.12% |
$4.61M - $5.34M
|
66.4K
$4.37M
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-65.2K- 34.34% |
$3.83M - $4.45M
|
125K
$8.2M
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-62.7K- 93.62% |
$3.69M - $4.27M
|
4.27K
$281K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-61.1K- 30.91% |
$3.6M - $4.17M
|
137K
$8.99M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59.8K- 8.04% |
$3.52M - $4.08M
|
685K
$45M
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-49.1K- 35.74% |
$2.89M - $3.35M
|
88.2K
$5.8M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-42.3K- 5.53% |
$2.49M - $2.89M
|
723K
$47.5M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-32.6K- 9.31% |
$1.92M - $2.23M
|
318K
$20.9M
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-31.2K- 39.83% |
$1.83M - $2.13M
|
47.1K
$3.1M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.9K- 2.99% |
$1.76M - $2.04M
|
972K
$63.9M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-29.3K- 6.57% |
$1.72M - $2M
|
416K
$27.4M
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-27.4K- 16.48% |
$1.61M - $1.87M
|
139K
$9.13M
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-22.3K- 11.3% |
$1.31M - $1.52M
|
175K
$11.5M
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-21.6K- 8.01% |
$1.27M - $1.48M
|
249K
$16.3M
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-19.1K- 3.25% |
$1.13M - $1.3M
|
570K
$37.5M
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-17K- 10.65% |
$998K - $1.16M
|
142K
$9.36M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16.6K- 14.17% |
$978K - $1.13M
|
101K
$6.62M
|