Latest Institutional Sells of Dimensional ETF Tr U S Small C (DFAS)

DFAS Quotes by TradingView

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 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-16K
- 32.09%
$829K - $923K
33.9K $2.27M
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
SELL
 -
-11.8K
- 41.15%
$613K - $682K
16.9K $1.14M
Nov 03, 2023 Q3 2023
Column Capital Advisors, LLC

SELL
 -
-4.41K
- 1.6%
$229K - $254K
271K $18.2M
Nov 06, 2023 Q3 2023
Curi Wealth Management, LLC

SELL
 -
-2.71K
- 15.16%
$140K - $156K
15.2K $1.02M
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

SELL
 -
-2.56K
- 1.99%
$133K - $148K
126K $8.45M
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

SELL
 -
-1.26K
- 24.61%
$65.2K - $72.5K
3.85K $259K
Nov 02, 2023 Q3 2023
Red Tortoise LLC

Atlanta, GA
SELL
 -
-46
- 1.68%
$2.38K - $2.65K
2.69K $181K
Q2 2023
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-294K
- 79.57%
$14.7M - $16.1M
75.6K $5.08M
Aug 08, 2023 Q2 2023
Vigilant Capital Management, LLC

SELL
 -
-100
- 25.0%
$4.99K - $5.48K
300 $20.1K
Aug 09, 2023 Q2 2023
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-72
- 16.67%
$3.59K - $3.95K
360 $24.2K
Q1 2023
May 11, 2023 Q1 2023
West Hill Financial Advisors, Inc.

SELL
 -
-97
- 6.23%
$4.88K - $5.61K
1.46K $98.1K
Q4 2022
Jan 27, 2023 Q4 2022
Equius Partners, Inc.

SELL
 -
-700
- 1.14%
$33.4K - $38.3K
60.8K $4.08M
Feb 10, 2023 Q4 2022
Wmg Financial Advisors, LLC

SELL
 -
-160
- 2.92%
$7.64K - $8.76K
5.32K $357K
Q3 2022
Nov 02, 2022 Q3 2022
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-5.3K
- 91.7%
$246K - $296K
480 $32.2K
Nov 08, 2022 Q3 2022
Rgt Wealth Advisors, LLC

SELL
 -
-3.26K
- 28.83%
$152K - $182K
8.05K $541K
Oct 25, 2022 Q3 2022
Applied Capital LLC

SELL
 -
-3.11K
- 19.23%
$145K - $174K
13.1K $878K
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-3.05K
- 0.73%
$142K - $170K
417K $28M
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

SELL
 -
-800
- 8.39%
$37.2K - $44.7K
8.74K $587K
Nov 04, 2022 Q3 2022
Triad Financial Advisors, Inc.

Greensboro, NC
SELL
 -
-300
- 4.65%
$13.9K - $16.8K
6.16K $414K
Nov 16, 2022 Q3 2022
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-200
- 20.0%
$9.29K - $11.2K
800 $53.7K
Nov 22, 2022 Q3 2022
Gibson Wealth Advisors LLC

Tyler, TX
SELL
 -
-12
Closed
$558 - $670
0 $0
Q2 2022
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

SELL
 -
-53.6K
- 89.23%
$2.5M - $3.02M
6.47K $434K
Aug 15, 2022 Q2 2022
Eaton Vance Management

Boston, MA
SELL
 -
-18.2K
Closed
$850K - $1.03M
0 $0
Aug 01, 2022 Q2 2022
Osborne Partners Capital Management, LLC

SELL
 -
-8.44K
Closed
$394K - $476K
0 $0
Aug 15, 2022 Q2 2022
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-5.62K
Closed
$262K - $317K
0 $0
Aug 09, 2022 Q2 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-4.64K
Closed
$217K - $262K
0 $0
Jul 25, 2022 Q2 2022
Crown Wealth Group, LLC

SELL
 -
-4.64K
- 13.5%
$216K - $262K
29.7K $1.99M
Jul 08, 2022 Q2 2022
Shanker Valleau Wealth Advisors, Inc.

SELL
 -
-4.56K
Closed
$213K - $257K
0 $0
Aug 09, 2022 Q2 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
SELL
 -
-3.9K
Closed
$182K - $220K
0 $0
Aug 08, 2022 Q2 2022
Vista Capital Partners, Inc.

SELL
 -
-3.69K
Closed
$172K - $208K
0 $0
Aug 16, 2022 Q2 2022
Alaethes Wealth LLC

Glenbrook, NV
SELL
 -
-1.8K
Closed
$83.9K - $101K
0 $0
Aug 15, 2022 Q2 2022
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-415
- 7.46%
$19.4K - $23.4K
5.15K $346K
Jul 15, 2022 Q2 2022
Marquette Asset Management, LLC

SELL
 -
-316
Closed
$14.7K - $17.8K
0 $0
Aug 12, 2022 Q2 2022
Parcion Private Wealth LLC

Bellevue, WA
SELL
 -
-13
- 0.18%
$606 - $733
7.25K $487K
Q1 2022
Apr 14, 2022 Q1 2022
Mattern Wealth Management LLC

SELL
 -
-9.68K
Closed
$517K - $589K
0 $0
May 16, 2022 Q1 2022
Angeles Investment Advisors, LLC

SELL
 -
-6.2K
Closed
$332K - $377K
0 $0
May 05, 2022 Q1 2022
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-4.96K
Closed
$265K - $301K
0 $0
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-4.69K
Closed
$251K - $285K
0 $0
Apr 18, 2022 Q1 2022
Cadence Bank Na

SELL
 -
-4.01K
Closed
$214K - $244K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-1.82K
Closed
$97.3K - $111K
0 $0
May 10, 2022 Q1 2022
New Square Capital LLC

SELL
 -
-792
Closed
$42.3K - $48.2K
0 $0
Apr 29, 2022 Q1 2022
Jnba Financial Advisors

SELL
 -
-145
- 55.56%
$7.75K - $8.82K
116 $7.79K
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

SELL
 -
-132
- 11.66%
$7.06K - $8.03K
1K $67.2K
Q4 2021
Feb 09, 2022 Q4 2021
Dimensional Fund Advisors LP

Austin, TX
SELL
 -
-246K
Closed
$13.9M - $15.7M
0 $0
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-703
Closed
$39.8K - $44.9K
0 $0
Q3 2021
Nov 12, 2021 Q3 2021
Tru Independence LLC

SELL
 -
-983
Closed
$53.8K - $58.4K
0 $0
Q2 2021
Aug 06, 2021 Q2 2021
Keel Point, LLC

Huntsville, AL
SELL
 -
-4.55K
Closed
$257K - $268K
0 $0
Mar 22, 2023 Q2 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-317
- 30.69%
$17.9K - $18.7K
716 $48.1K

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