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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-19.7K- 2.22% |
$1.25M - $1.4M
|
866K
$48.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.2K- 26.18% |
$1.1M - $1.23M
|
48.6K
$2.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-15.9K- 3.2% |
$1.01M - $1.13M
|
483K
$26.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-15.8K- 2.2% |
$1.01M - $1.13M
|
704K
$39.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-15.1K- 7.38% |
$959K - $1.07M
|
189K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.6K- 1.43% |
$926K - $1.04M
|
1M
$55.8M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.5K- 9.94% |
$797K - $892K
|
114K
$6.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-12.2K- 14.99% |
$775K - $867K
|
69.1K
$3.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-11.8K- 6.41% |
$748K - $837K
|
172K
$9.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.72K- 1.79% |
$554K - $620K
|
479K
$26.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-8.54K- 2.68% |
$543K - $608K
|
310K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.41K- 24.3% |
$534K - $598K
|
26.2K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-8.1K- 1.72% |
$515K - $577K
|
463K
$25.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-7.7K- 38.08% |
$490K - $548K
|
12.5K
$697K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-7.37K- 8.1% |
$468K - $524K
|
83.6K
$4.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.31K- 8.49% |
$465K - $520K
|
78.8K
$4.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.95K- 20.38% |
$442K - $494K
|
27.2K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.62K- 1.85% |
$421K - $471K
|
350K
$19.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-6.28K- 1.07% |
$399K - $447K
|
578K
$32.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-6.19K- 4.31% |
$394K - $441K
|
138K
$7.66M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.13K- 3.94% |
$390K - $436K
|
150K
$8.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.97K- 11.46% |
$379K - $425K
|
46.1K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-5.72K- 9.67% |
$364K - $407K
|
53.5K
$2.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-4.77K- 1.6% |
$303K - $339K
|
293K
$16.3M
|
|
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-4.38K- 6.67% |
$279K - $312K
|
61.3K
$3.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4.25K- 1.18% |
$270K - $302K
|
355K
$19.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.23K- 12.96% |
$269K - $301K
|
28.4K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4.18K- 3.51% |
$266K - $298K
|
115K
$6.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-4.14K- 28.7% |
$263K - $295K
|
10.3K
$573K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.01K- 1.15% |
$255K - $285K
|
346K
$19.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-3.52K- 19.84% |
$224K - $251K
|
14.2K
$793K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-3.43K- 8.76% |
$218K - $244K
|
35.8K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.3K- 0.73% |
$210K - $235K
|
446K
$24.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.02K- 5.96% |
$192K - $215K
|
47.6K
$2.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.97K- 1.98% |
$189K - $211K
|
147K
$8.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-2.87K- 2.42% |
$182K - $204K
|
116K
$6.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.8K- 16.98% |
$178K - $199K
|
13.7K
$762K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.57K- 10.75% |
$164K - $183K
|
21.4K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-2.5K- 1.54% |
$159K - $178K
|
159K
$8.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.23K- 66.71% |
$142K - $159K
|
1.11K
$62K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-2.2K- 2.05% |
$140K - $156K
|
105K
$5.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-2.02K- 0.21% |
$128K - $143K
|
950K
$52.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.83K- 19.05% |
$116K - $130K
|
7.77K
$432K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.63K- 2.08% |
$104K - $116K
|
76.9K
$4.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1.62K- 2.75% |
$103K - $115K
|
57K
$3.17M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.6K- 7.46% |
$102K - $114K
|
19.9K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.56K- 0.9% |
$99.3K - $111K
|
172K
$9.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.45K- 12.85% |
$92.2K - $103K
|
9.84K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.44K- 0.62% |
$91.4K - $102K
|
231K
$12.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.42K- 3.8% |
$90.3K - $101K
|
36K
$2M
|