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 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-310- 1.82% |
$16.2K - $19.8K
|
16.7K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-295- 3.01% |
$15.4K - $18.8K
|
9.51K
$639K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-280- 87.5% |
$14.6K - $17.8K
|
40
$2.69K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-180- 5.2% |
$9.42K - $11.5K
|
3.28K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-110- 3.78% |
$5.75K - $7.01K
|
2.8K
$188K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-79- 1.51% |
$4.13K - $5.03K
|
5.14K
$345K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-40- 6.4% |
$2.09K - $2.55K
|
585
$39.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-19- 11.45% |
$994 - $1.21K
|
147
$9.87K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-8- 0.2% |
$418 - $510
|
3.98K
$268K
|
|
| Q1 2025 | |||||||
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-65.2K- 34.34% |
$3.83M - $4.45M
|
125K
$8.37M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-62.7K- 93.62% |
$3.69M - $4.27M
|
4.27K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.04K- 52.7% |
$296K - $343K
|
4.52K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
SELL
|
- |
-5K- 5.24% |
$294K - $341K
|
90.5K
$6.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-4.71KClosed |
$277K - $321K
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-4.56K- 41.37% |
$268K - $311K
|
6.46K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.12K- 28.1% |
$243K - $281K
|
10.6K
$709K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.3K- 52.27% |
$135K - $157K
|
2.1K
$141K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.37K- 79.56% |
$80.6K - $93.4K
|
352
$23.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-925- 27.45% |
$54.4K - $63.1K
|
2.45K
$164K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-914- 17.52% |
$53.8K - $62.3K
|
4.3K
$289K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-830- 70.16% |
$48.8K - $56.6K
|
353
$23.7K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-701- 6.81% |
$41.2K - $47.8K
|
9.59K
$644K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-662- 16.11% |
$38.9K - $45.1K
|
3.45K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-622- 11.04% |
$36.6K - $42.4K
|
5.01K
$337K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-370- 5.21% |
$21.8K - $25.2K
|
6.74K
$452K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-255- 4.55% |
$15K - $17.4K
|
5.34K
$359K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-209- 2.61% |
$12.3K - $14.3K
|
7.81K
$525K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-180- 8.34% |
$10.6K - $12.3K
|
1.98K
$133K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-166- 3.16% |
$9.76K - $11.3K
|
5.09K
$342K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-102- 2.81% |
$6K - $6.96K
|
3.52K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-100- 50.0% |
$5.88K - $6.82K
|
100
$6.72K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-90- 1.35% |
$5.29K - $6.14K
|
6.57K
$441K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-51- 0.75% |
$3K - $3.48K
|
6.78K
$455K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-50- 0.68% |
$2.94K - $3.41K
|
7.34K
$493K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-44- 0.61% |
$2.59K - $3K
|
7.11K
$478K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-36- 0.09% |
$2.12K - $2.46K
|
42.2K
$2.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-33- 4.6% |
$1.94K - $2.25K
|
684
$45.9K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-19- 11.45% |
$1.12K - $1.3K
|
147
$9.87K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2- 0.04% |
$118 - $136
|
4.78K
$321K
|
|
| Q4 2024 | |||||||
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-185K- 6.83% |
$11.7M - $13.1M
|
2.52M
$169M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-20.2K- 86.74% |
$1.28M - $1.44M
|
3.09K
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-12.2K- 14.99% |
$775K - $867K
|
69.1K
$4.64M
|
|
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-4.38K- 6.67% |
$279K - $312K
|
61.3K
$4.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1.62K- 2.75% |
$103K - $115K
|
57K
$3.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-198- 2.61% |
$12.6K - $14.1K
|
7.38K
$496K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-163- 1.56% |
$10.4K - $11.6K
|
10.3K
$692K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-161- 0.81% |
$10.2K - $11.5K
|
19.8K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-76- 1.05% |
$4.83K - $5.41K
|
7.13K
$479K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-73- 1.45% |
$4.64K - $5.19K
|
4.98K
$334K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-59- 1.01% |
$3.75K - $4.2K
|
5.77K
$387K
|
|