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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-185K- 6.83% |
$11.7M - $13.1M
|
2.52M
$171M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-76.6K- 15.4% |
$4.87M - $5.45M
|
421K
$28.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-31.4K- 14.16% |
$2M - $2.23M
|
190K
$12.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-28.5K- 52.08% |
$1.81M - $2.03M
|
26.2K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-27.9K- 49.86% |
$1.77M - $1.98M
|
28K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-15.8K- 2.2% |
$1.01M - $1.13M
|
704K
$47.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-12.2K- 14.99% |
$775K - $867K
|
69.1K
$4.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-8.54K- 2.68% |
$543K - $608K
|
310K
$21M
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-6.43K- 2.24% |
$409K - $457K
|
280K
$19M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-6.28K- 1.07% |
$399K - $447K
|
578K
$39.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-6.19K- 4.31% |
$394K - $441K
|
138K
$9.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-6.08K- 1.39% |
$386K - $432K
|
430K
$29.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4.18K- 3.51% |
$266K - $298K
|
115K
$7.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-4.14K- 28.7% |
$263K - $295K
|
10.3K
$697K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.01K- 1.15% |
$255K - $285K
|
346K
$23.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-3.43K- 8.76% |
$218K - $244K
|
35.8K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.97K- 1.98% |
$189K - $211K
|
147K
$9.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-2.87K- 2.42% |
$182K - $204K
|
116K
$7.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.46K- 2.33% |
$157K - $175K
|
103K
$7M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-2.04K- 6.06% |
$130K - $145K
|
31.6K
$2.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.88K- 1.95% |
$119K - $133K
|
94.3K
$6.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.83K- 19.05% |
$116K - $130K
|
7.77K
$526K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.63K- 2.1% |
$104K - $116K
|
75.8K
$5.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.58K- 10.88% |
$100K - $112K
|
12.9K
$874K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.56K- 0.9% |
$99.3K - $111K
|
172K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.45K- 12.85% |
$92.2K - $103K
|
9.84K
$666K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.06K- 0.37% |
$67.6K - $75.6K
|
283K
$19.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-953- 4.78% |
$60.6K - $67.8K
|
19K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-879- 2.49% |
$55.9K - $62.5K
|
34.4K
$2.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-771- 14.97% |
$49K - $54.9K
|
4.38K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-703- 2.74% |
$44.7K - $50K
|
24.9K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-684- 1.71% |
$43.5K - $48.7K
|
39.2K
$2.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-676- 15.53% |
$43K - $48.1K
|
3.68K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-470- 0.41% |
$29.9K - $33.4K
|
114K
$7.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-442- 0.15% |
$28.1K - $31.4K
|
292K
$19.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-367- 0.56% |
$23.3K - $26.1K
|
64.9K
$4.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-344- 4.06% |
$21.9K - $24.5K
|
8.13K
$550K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-244- 0.18% |
$15.5K - $17.4K
|
138K
$9.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-179- 2.15% |
$11.4K - $12.7K
|
8.13K
$550K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-172- 4.24% |
$10.9K - $12.2K
|
3.89K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-170- 0.48% |
$10.8K - $12.1K
|
35.4K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-154- 0.58% |
$9.79K - $11K
|
26.4K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-146- 0.72% |
$9.28K - $10.4K
|
20.3K
$1.37M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-114- 0.47% |
$7.25K - $8.11K
|
24K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-103- 0.11% |
$6.55K - $7.33K
|
94.2K
$6.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-91- 1.13% |
$5.79K - $6.47K
|
7.95K
$538K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-80- 0.6% |
$5.09K - $5.69K
|
13.2K
$893K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-79- 1.52% |
$5.02K - $5.62K
|
5.11K
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-29- 7.23% |
$1.84K - $2.06K
|
372
$25.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-6- 0.09% |
$381 - $427
|
6.61K
$447K
|