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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-658- 3.15% |
$39K - $43K
|
20.2K
$1.32M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-642- 2.19% |
$38K - $41.9K
|
28.7K
$1.87M
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-612- 11.78% |
$36.3K - $40K
|
4.58K
$299K
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-540- 10.15% |
$32K - $35.3K
|
4.78K
$312K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-520- 1.6% |
$30.8K - $34K
|
32K
$2.09M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-516- 4.7% |
$30.6K - $33.7K
|
10.5K
$684K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-484- 2.22% |
$28.7K - $31.6K
|
21.3K
$1.39M
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-473- 3.5% |
$28K - $30.9K
|
13K
$851K
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-463- 0.39% |
$27.4K - $30.2K
|
119K
$7.79M
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-454- 82.55% |
$26.9K - $29.7K
|
96
$6.27K
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-438- 0.63% |
$26K - $28.6K
|
69.5K
$4.54M
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-435- 0.35% |
$25.8K - $28.4K
|
124K
$8.12M
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-435- 2.57% |
$25.8K - $28.4K
|
16.5K
$1.08M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-433- 4.76% |
$25.7K - $28.3K
|
8.66K
$566K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-424- 6.92% |
$25.1K - $27.7K
|
5.7K
$372K
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-417- 1.05% |
$24.7K - $27.2K
|
39.2K
$2.56M
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-395- 1.94% |
$23.4K - $25.8K
|
19.9K
$1.3M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-393- 0.78% |
$23.3K - $25.7K
|
49.7K
$3.25M
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-369- 0.92% |
$21.9K - $24.1K
|
39.9K
$2.61M
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-359- 4.7% |
$21.3K - $23.5K
|
7.27K
$475K
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-325- 7.33% |
$19.3K - $21.2K
|
4.11K
$268K
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-325- 0.34% |
$19.3K - $21.2K
|
94.3K
$6.16M
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-294- 2.68% |
$17.4K - $19.2K
|
10.7K
$698K
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-288- 6.91% |
$17.1K - $18.8K
|
3.88K
$253K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-253- 1.84% |
$15K - $16.5K
|
13.5K
$883K
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-248- 0.75% |
$14.7K - $16.2K
|
32.6K
$2.13M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-237- 3.71% |
$14K - $15.5K
|
6.16K
$402K
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-223- 1.18% |
$13.2K - $14.6K
|
18.6K
$1.21M
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-216- 48.11% |
$12.8K - $14.1K
|
233
$15.2K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-200- 1.46% |
$11.9K - $13.1K
|
13.5K
$882K
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-191- 8.18% |
$11.3K - $12.5K
|
2.15K
$140K
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-189- 0.61% |
$11.2K - $12.3K
|
30.9K
$2.02M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-187- 0.5% |
$11.1K - $12.2K
|
37.4K
$2.44M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-173- 0.6% |
$10.3K - $11.3K
|
28.6K
$1.87M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-169- 0.66% |
$10K - $11K
|
25.6K
$1.67M
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-143- 0.48% |
$8.47K - $9.34K
|
29.4K
$1.92M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-143- 0.06% |
$8.47K - $9.34K
|
232K
$15.2M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-140- 0.1% |
$8.3K - $9.15K
|
142K
$9.24M
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-134- 0.64% |
$7.94K - $8.75K
|
20.8K
$1.36M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-132- 0.2% |
$7.82K - $8.62K
|
65.9K
$4.3M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-126- 1.54% |
$7.47K - $8.23K
|
8.08K
$527K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-125- 30.19% |
$7.41K - $8.17K
|
289
$18.9K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-115- 3.05% |
$6.81K - $7.51K
|
3.66K
$239K
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-110- 0.1% |
$6.52K - $7.19K
|
114K
$7.46M
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-102- 0.16% |
$6.04K - $6.66K
|
63.9K
$4.17M
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 0.22% |
$5.93K - $6.53K
|
45.7K
$2.98M
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-85- 4.87% |
$5.04K - $5.55K
|
1.66K
$109K
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-82- 1.19% |
$4.86K - $5.36K
|
6.83K
$446K
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-73- 1.21% |
$4.33K - $4.77K
|
5.95K
$388K
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-67- 0.52% |
$3.97K - $4.38K
|
12.8K
$833K
|