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 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.17K- 0.48% |
$129K - $142K
|
449K
$30.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.16K- 9.16% |
$128K - $141K
|
21.4K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.01K- 2.69% |
$119K - $131K
|
72.7K
$4.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.89K- 23.24% |
$112K - $124K
|
6.25K
$423K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 10.2% |
$111K - $123K
|
16.5K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.85K- 4.2% |
$110K - $121K
|
42.2K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.72K- 0.74% |
$102K - $113K
|
233K
$15.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.66K- 17.95% |
$98.3K - $108K
|
7.58K
$513K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.61K- 16.73% |
$95.5K - $105K
|
8.02K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-1.57K- 6.47% |
$92.9K - $102K
|
22.7K
$1.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.57K- 4.29% |
$92.7K - $102K
|
34.9K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 4.23% |
$90.5K - $99.8K
|
34.6K
$2.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.3K- 6.85% |
$76.7K - $84.6K
|
17.6K
$1.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.12K- 10.84% |
$66.6K - $73.4K
|
9.25K
$626K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-994- 5.35% |
$58.9K - $64.9K
|
17.6K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-962- 0.46% |
$57K - $62.8K
|
210K
$14.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-961- 9.7% |
$56.9K - $62.8K
|
8.95K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-834- 6.82% |
$49.4K - $54.5K
|
11.4K
$771K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-819- 19.66% |
$48.5K - $53.5K
|
3.35K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
SELL
|
- |
-804- 1.78% |
$47.6K - $52.5K
|
44.4K
$3.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-799- 1.95% |
$47.3K - $52.2K
|
40.2K
$2.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-745- 6.81% |
$44.1K - $48.7K
|
10.2K
$690K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-717- 12.57% |
$42.5K - $46.8K
|
4.99K
$338K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-685- 2.88% |
$40.6K - $44.8K
|
23.1K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-658- 3.15% |
$39K - $43K
|
20.2K
$1.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-642- 2.19% |
$38K - $41.9K
|
28.7K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-612- 11.78% |
$36.3K - $40K
|
4.58K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-540- 10.15% |
$32K - $35.3K
|
4.78K
$324K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-520- 1.6% |
$30.8K - $34K
|
32K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-516- 4.7% |
$30.6K - $33.7K
|
10.5K
$709K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-484- 2.22% |
$28.7K - $31.6K
|
21.3K
$1.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-473- 3.5% |
$28K - $30.9K
|
13K
$882K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-454- 82.55% |
$26.9K - $29.7K
|
96
$6.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-438- 0.63% |
$26K - $28.6K
|
69.5K
$4.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-435- 0.35% |
$25.8K - $28.4K
|
124K
$8.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-435- 2.57% |
$25.8K - $28.4K
|
16.5K
$1.12M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-433- 4.76% |
$25.7K - $28.3K
|
8.66K
$586K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-424- 6.92% |
$25.1K - $27.7K
|
5.7K
$386K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-395- 1.94% |
$23.4K - $25.8K
|
19.9K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-393- 0.78% |
$23.3K - $25.7K
|
49.7K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-359- 4.7% |
$21.3K - $23.5K
|
7.27K
$492K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-294- 2.68% |
$17.4K - $19.2K
|
10.7K
$724K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-253- 1.84% |
$15K - $16.5K
|
13.5K
$915K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-237- 3.71% |
$14K - $15.5K
|
6.16K
$417K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-223- 1.18% |
$13.2K - $14.6K
|
18.6K
$1.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-216- 48.11% |
$12.8K - $14.1K
|
233
$15.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-200- 1.46% |
$11.9K - $13.1K
|
13.5K
$914K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-191- 8.18% |
$11.3K - $12.5K
|
2.15K
$145K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-187- 0.5% |
$11.1K - $12.2K
|
37.4K
$2.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-173- 0.6% |
$10.3K - $11.3K
|
28.6K
$1.93M
|